Job Description

Job Summary

You will own the AI and automation layer supporting our advisory team by scoping, building, and running production systems. Collaborate with advisors to identify automation opportunities, assemble solutions using LLM and workflow tools, and maintain improvements amid evolving products and regulations.

Responsibilities

Scope, design, and build AI and automation systems that support financial advisors in their workflows
Develop and maintain a searchable knowledge base of financial products to enable efficient information retrieval
Create workflows that generate structured product comparisons to streamline advisor decision-making
Automate assembly of quotations and structured product data to reduce manual tasks
Implement AI-assisted drafting tools for common client enquiries to accelerate response times
Collaborate directly with advisors to analyze time usage and identify high-impact automation opportunities
Assemble automation solutions using large language models (LLM) and workflow-automation tooling to improve efficiency
Maintain and enhance automation systems as product offerings and regulatory requirements evolve
Scope and coordinate with external developers for components requiring deeper engineering beyond tooling capabilities
Ensure all automation follows a human-in-the-loop design where advisors review and own client-facing decisions
Aim to reduce advisor drafting time from forty minutes to two minutes without removing human accountability

Requirement
Product or project ownership - 1-2 years taking something from unclear problem to shipped, adopted tool
Hands-on experience with AI tooling - you have personally built with LLM APIs, RAG or workflow-automation platforms, not just managed people who did
Workflow automation - n8n, Dify, Coze or similar low-code orchestration platforms
Python or scripting - enough to handle data processing, PDFs and spreadsheets, and to read what a developer writes
Process automation - scripted workflows across internal systems and authorised data sources (Playwright, Selenium or equivalent)
Comfort with regulated work - willingness to design around compliance constraints rather than treat them as friction
Reliable upward communication - you report progress, risks and blockers on time