Location: London OR Leeds OR Birmingham - 3 days per week
Base pay range: Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
We’re working with a UK investment firm that’s modernising how it operates using automation and low‑code technology to connect systems, reduce manual work, and create smarter workflows across the business.
This role sits at the centre of that transformation. You’ll partner directly with senior stakeholders to design and deliver live tools and automations that make day‑to‑day work simpler, faster, and more connected.
The Opportunity
Own, optimise, and extend the firm’s CRM and automation ecosystem (DealCloud and Microsoft Power Platform).
Build Power Apps and Power Automate flows that link existing systems and eliminate manual processes.
Prototype and implement new tools from approvals and reporting workflows to data capture and process tracking.
Work directly with teams across operations, compliance, and investment to understand challenges and translate them into practical, working solutions.
Shape the roadmap for digital transformation, introducing new capabilities and best practice across low‑code and automation.
What You’ll Bring
Hands‑on experience building solutions with Power Apps and Power Automate (Dataverse or Dynamics 365 experience ideal).
Strong understanding of workflow design, APIs, and data integration between systems.
Comfortable gathering requirements, delivering end‑to‑end builds, and iterating based on feedback.
A genuine interest in automation, process improvement, and creating usable business tools not just analysis or support.
Previous experience in investment, financial, or professional services would be a plus, but not essential.
Why Apply
High‑visibility role reporting into the Investment Director influence directly how the business works.
Opportunity to build something lasting, with freedom to shape the firm’s automation landscape.
Collaborative, forward‑thinking culture investing heavily in modern platforms and innovation.
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