Automation Engineer

Locations: Liverpool, GB - L3 1NW • Glasgow, GB - G2 1EH • London, GB - EC2V 7QN

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.

We're proud to be one of the UK's leading wealth managers, with over £109bn in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing. As of June 2025

Role Title: Automation Engineer

Division: Technology

Location: Glasgow, Liverpool, London

Reports to: Automation Product Owner

Working pattern: Hybrid

Design, build and run AI powered automations that improve speed, quality and colleague experience. The Automation Engineer will engineer copilots, agents and AI first workflows on Microsoft platforms, grounded in enterprise data and delivered with strong controls. You'll still use classic automation where it fits, but your default mindset is AI then automate-leveraging Copilot Studio, Azure OpenAI, and Power Platform to solve real business problems end to end.

• AI & Agent engineering - Build secure, reliable copilots/agents in Copilot Studio (topics, actions, plugins, triggers), orchestrating tasks, decisions and integrations across M365 and line of business systems.
• Generative workflows - Design RAG grounded (retrieval augmented) workflows using Azure OpenAI with Graph/data connectors; optimise prompts, grounding, safety and evaluation.
• Power Platform delivery - Implement Power Automate (cloud/desktop) flows and Power Apps where appropriate; create reusable connectors/components; apply DLP policies.
• Systems integration - Integrate with APIs (REST/JSON), SharePoint/Teams/Outlook, CRM, data platforms and event triggers; handle identity, permissions and audit.
• Quality, reliability & support - Write testable solutions, instrument for telemetry, monitor for drift, and iterate based on usage data and user feedback.
• Process design - Partner with SMEs to map AS IS/TO BE, prioritise opportunities, and choose the right tool (agent, gen AI, workflow, RPA) for the job.
• Continuous improvement - Track emerging features, evolve patterns/playbooks, and mentor colleagues through show and tell sessions and code reviews.

• Strong problem solving, pragmatic delivery, and comfort with rapid iteration.
• Clear communicator who can explain trade offs and make defensible technical choices.
• Disciplined engineering habits: testing, observability, documentation, and secure coding.
• Proven ability to turn ambiguous business needs into working AI agents and automations.
• Copilot Studio - topics, actions, plugins, Power Automate triggers, knowledge sources; lifecycle, environments and ALM.
• Microsoft 365 & Graph - SharePoint, Teams, Outlook; Graph APIs/connectors; permissions & governance.
• Azure AI Foundry (AI Studio) - Prompt Flow orchestration, evaluation flows, model catalog deployments, vector search/RAG pipelines, safety configuration, monitoring and AI project lifecycle management.
• Dev fundamentals - Git/Azure DevOps, CI/CD, environment strategy, secure secrets management.
• RPA experience (e.g., Blue Prism) for legacy/desktop use cases; UiPath/Automation Anywhere exposure a plus.
• Scripting - PowerShell and/or Python for utilities, data prep and connectors.
• Power BI for light analytics/telemetry visualisation.
• Test automation (unit, integration, contract tests) and chaos/latency testing for agents.
• Basic front end skills for internal tools (e.g., Fluent UI, react - nice to have).

• AI agents and automations are delivered to production safely, with clear measurable benefits (time saved, quality uplift, improved colleague experience).
• Solutions are secure, compliant and supportable: documented build/runbooks, monitored performance, controlled access, and auditable changes.
• Automation and AI patterns are reusable and scalable (components, connectors, standards), reducing delivery time for future use cases.

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• A company pension - 9% non contributory or 10% if you contribute 5%
• Private medical insurance - Individual on joining, family after 1 year's service
• Life assurance - 8 salary
• Company share scheme
• Discretionary bonus
• Flexible holidays - purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies - enhanced family leave for parents & carers
• Study support - study days and funding for courses and qualifications
• Season travel ticket loans
• Other voluntary benefits you can choose to suit you

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via to let us know what adjustments you may need.

We will close this advert once we have received enough applications for the next stage. Please submit your application as soon as possible to ensure you don't miss out.