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For Companies At a Glance
- Tasks: Engage with partners, deliver training, and ensure high-quality onboarding for financial advisers.
- Company: Join Saturn, the AI-powered platform revolutionising financial advice for millions.
- Benefits: Competitive salary, flexible working, and clear pathways for career growth.
- Other info: Collaborate closely with the founding team in a fast-paced, innovative environment.
- Why this job: Shape the future of financial advice and make a real impact with AI.
- Qualifications: Experience in financial services and excellent communication skills required.
The predicted salary is between 50000 - 70000 ÂŁ per year.
About Saturn
Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance. In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth.
The Role
Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products — faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow. You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working. Scope and emphasis will flex with the successful candidate as the team scales.
What You Will Do
- Partner & Account Manager Engagement
- Attend partner meetings and build trusted relationships from day one
- Represent our suitability capabilities externally with credibility
- Join account reviews to provide suitability context and flag risks or opportunities early
- Act as the go-to contact for partner queries on how our outputs perform in real advice workflows
- Demos, Training & Workshops
- Co‑lead product demos tailored to the audience, from principals to paraplanners
- Deliver training that gets users confident and competent quickly
- Run workshops that surface partner needs and turn feedback into action
- Build training assets and enablement materials
- Onboarding & Client Success
- Ensure every partner receives a consistent, high‑quality start to onboarding new partner firms.
- Support meeting cadence, demos, workshops and post‑go‑live support
- Partner with firms on adoption, expansion and ongoing success
- Keep client‑facing documentation, FAQs and how‑to content current
- Product & Engineering Contribution
- Feed partner and adviser insight into the roadmap; challenge assumptions early
- Contribute to testing and validation, bringing real‑world scenarios and edge cases
- Support market‑readiness documentation for internal and external users
- Troubleshoot blockers at the boundary between product capability and client expectation
- Cross‑functional Collaboration
- Work to shared standards, rituals and quality bar across the function
- Partner with colleagues to ensure GTM‑ready releases and aligned documentation
- Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale
What We Are Looking For
- Essential
- Financial services background with genuine client delivery experience — you have owned outcomes in front of advisers, partners or end clients
- Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows
- Excellent communicator — able to simplify complexity without losing accuracy
- Confident running demos, training and workshops, and being a named point of contact
- Commercially aware, with the judgement to balance partner needs against product realities
- Informed view on where AI adds real value in regulated advice — and where it does not
- Comfortable bringing structure to ambiguity in a fast‑moving, test‑and‑learn environment
- Desirable
- Breadth across advice areas (protection, investments, pensions, later life)
- Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF)
- Start‑up or fintech experience
- Any hands‑on exposure to AI tools in a financial services context
What We Offer
- A rare chance to shape how AI is delivered into financial advice firms
- Work on problems that matter — the outputs you help shape go into real advice files for real clients
- Clear specialist pathways as the function grows
- Close collaboration with the founding team — your voice will carry weight
- Competitive salary reflecting the specialist mix of client, commercial and domain skills
- Flexible working and room to grow into senior specialist, leadership or commercial roles
Suitability Engineer employer: Saturn
Contact Detail:
Saturn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Suitability Engineer
✨Tip Number 1
Get to know the company inside out! Research Saturn's mission, values, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their journey.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews by practising common questions related to suitability engineering and client engagement. Think about how your past experiences align with what Saturn is looking for, and be ready to share specific examples.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Saturn.
We think you need these skills to ace Suitability Engineer
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Suitability Engineer role. Highlight your experience in financial services and how it aligns with our mission at Saturn. We want to see how you can bring value to our team!
Showcase Your Communication Skills: As a Suitability Engineer, you'll need to simplify complex ideas for clients and partners. Use your application to demonstrate your communication prowess—whether it's through clear writing or examples of past presentations and workshops you've led.
Highlight Relevant Experience: Don’t forget to mention any hands-on experience with AI tools or your understanding of FCA suitability requirements. We’re looking for candidates who can hit the ground running, so make sure we see that experience front and centre!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Saturn!
How to prepare for a job interview at Saturn
✨Know Your Financial Services Stuff
Make sure you brush up on your knowledge of the UK advice market and FCA suitability requirements. Being able to discuss these topics confidently will show that you understand the landscape and can engage effectively with advisers and partners.
✨Showcase Your Communication Skills
Prepare to demonstrate how you can simplify complex ideas without losing accuracy. Practice explaining technical concepts in a way that’s easy to understand, as this will be crucial when running demos or training sessions.
✨Be Ready for Real-World Scenarios
Think about potential edge cases and real-world scenarios that could arise in the role. Be prepared to discuss how you would troubleshoot issues between product capabilities and client expectations, showcasing your problem-solving skills.
✨Engage with AI Insights
Have a clear perspective on where AI adds value in regulated advice. Be ready to discuss your views on AI tools in financial services and how they can enhance adviser workflows, as this will demonstrate your forward-thinking approach.