At a Glance
- Tasks: Lead the build and deployment of AI automation solutions using Microsoft 365 tools.
- Company: Join Transact, a leading UK investment platform with a collaborative culture.
- Benefits: Enjoy competitive salary, flexible working, and opportunities for professional growth.
- Other info: Be part of a diverse team that values innovation and client-centric solutions.
- Why this job: Make a real impact in financial technology while enhancing your skills in a dynamic environment.
- Qualifications: Strong knowledge of Microsoft 365 automation tools and experience in regulated environments.
The predicted salary is between 50000 - 70000 € per year.
We are currently recruiting an exciting opportunity for an AI and Automation Specialist to join our IT team.
Role Overview
In this hands-on delivery role, you will lead the build and deployment of automation and agent solutions using Microsoft 365 tooling. You will turn prioritised use cases into secure, reliable releases, while establishing repeatable delivery approaches for the future. You will work closely with Information Security, Cyber and Technology Risk to ensure that delivery aligns to policy and control requirements.
Responsibilities include:
- Configuring and enhancing CoPilot Studio agents and Power Automate workflows within agreed boundaries.
- Shaping technical delivery options for each use case, selecting pragmatic patterns that can be reused and scaled.
- Implementing secure controls, including permissions, access boundaries, and least privilege.
- Producing production ready assets including error handling, logging, support notes, and handover documentation.
- Supporting testing and release activity, including defect resolution and early life support.
- Contributing to benefits capture by defining measurable outcomes for delivered solutions and supporting evidence collection.
Person Specification
The ideal candidate will have strong working knowledge of Microsoft 365 automation and agent tooling, including Power Automate and CoPilot Studio. You will have a deep understanding of identity, access and permissions in M365, and how these affect data exposure. Experience working in regulated environments with strong control expectations and auditability is essential. You will also demonstrate a strong understanding of data access and information risk concepts, and will demonstrate a strong knowledge of delivery standards for production releases.
About Us
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client-focused business, we put our clients at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.
Our purpose: We enable families and their advisers to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.
Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.
Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.
We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
AI and Automation Specialist - Transact in London employer: Transact
Transact is an exceptional employer, offering a collaborative and inclusive work culture that prioritises employee growth and development. As an AI and Automation Specialist, you will have the opportunity to work with cutting-edge Microsoft 365 tools in a dynamic environment, while contributing to meaningful projects that enhance client services. With a strong commitment to diversity and equal opportunities, Transact fosters a supportive atmosphere where innovation thrives and employees are empowered to make a real impact.
StudySmarter Expert Advice🤫
We think this is how you could land AI and Automation Specialist - Transact in London
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Create a portfolio or a project that highlights your expertise with Microsoft 365 automation and agent tooling. It’s a great way to demonstrate what you can do beyond just words.
✨Tip Number 3
Prepare for the interview by researching the company culture and values. At Transact, they value collaboration and client focus, so think about how you can align your experiences with their mission.
✨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 genuinely interested in joining our team.
We think you need these skills to ace AI and Automation Specialist - Transact in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the AI and Automation Specialist role. Highlight your experience with Microsoft 365 tools, especially Power Automate and CoPilot Studio, to show us you’re the perfect fit!
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past work where you’ve successfully implemented automation solutions or managed data access in regulated environments. We love seeing real-world applications!
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your key achievements stand out. This helps us quickly see how you can contribute to our team.
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 don’t miss any important updates about the role. Plus, we love seeing candidates who take that extra step!
How to prepare for a job interview at Transact
✨Know Your Tools Inside Out
Make sure you have a solid understanding of Microsoft 365 automation tools, especially Power Automate and CoPilot Studio. Familiarise yourself with their features and functionalities, as well as any recent updates or changes. This will help you demonstrate your expertise and show that you're ready to hit the ground running.
✨Understand Security Protocols
Since you'll be working closely with Information Security and Cyber Risk teams, it's crucial to grasp the security controls related to permissions and access boundaries in M365. Brush up on concepts like least privilege and data exposure to showcase your awareness of compliance and risk management during the interview.
✨Prepare Real-World Examples
Think of specific use cases where you've successfully implemented automation solutions or improved processes. Be ready to discuss the challenges you faced, how you overcame them, and the measurable outcomes of your work. This will not only highlight your problem-solving skills but also your ability to deliver results.
✨Show Your Collaborative Spirit
Transact values a collaborative and inclusive culture, so be prepared to discuss how you've worked effectively in teams. Share examples of how you've communicated with different stakeholders, gathered requirements, and contributed to a positive team dynamic. This will demonstrate that you're a good fit for their culture.
