AI and Automation Specialist - Transact in London - eFinancialCareers

Job Description

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, like Mrs Miggins, 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 the Miggins family and their adviser 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.

Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025).

Equal Opportunities

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.