Job Description

Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

We are looking for a

Process Automation Specialist

to support the automation of core business processes across investment operations. This role focuses on identifying manual processes, designing scalable automated solutions, and enhancing operational efficiency through the implementation of digital tools.



This is a great opportunity for someone with foundational automation experience and a passion for optimisation and continuous improvement within a fast-paced financial markets environment. The ideal candidate will be responsible for understanding, analyzing, and documenting current business processes and leading the automation of these processes using UiPath. This role is essential in driving efficiency, consistency, and innovation across our operations.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To design, implement and maintain automation solutions that streamline and improve investment operations, reduce manual effort, and support operational excellence through process engineering and digital enablement.

Requirements

Qualifications and Experience:

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Bachelor's degree in Engineering, Information Systems, Business, or a related field.
3+ years of experience in process analysis and improvement.
Hands-on experience with UiPath, including development and orchestration.
Strong understanding of business process mapping and documentation techniques.
Knowledge of Lean, Six Sigma, or other process improvement methodologies is a plus.
Excellent problem-solving and critical-thinking skills.
Strong communication and interpersonal skills to engage with cross-functional teams.
Ability to manage multiple priorities and work independently in a fast-paced environment.

Preferred Qualifications and Experience:

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UiPath certification (e.g., UiPath RPA Developer Foundation/Advanced).
Experience working in industries such as finance, healthcare, or manufacturing.
Familiarity with Agile or other project management methodologies.

Duties & Responsibilities

Key Responsibilities

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Overview

Collaborate with stakeholders to identify, analyze, and understand existing business processes across departments.
Document end-to-end business processes using standardized methodologies (e.g., process maps, flowcharts, SOPs).
Identify opportunities for process improvement and automation.
Design, develop, test, and deploy automation solutions using UiPath in line with best practices.
Work closely with business teams to gather automation requirements and ensure solutions meet business needs.
Maintain and update process documentation as business needs evolve.
Monitor, maintain, and optimize existing automation workflows for reliability and performance.
Train and support end-users on automated processes and UiPath solutions.
Ensure compliance with governance, risk, and compliance (GRC) requirements related to process automation.
Apply basic project management principles to effectively prioritise tasks and manage time across multiple deliverables.
Demonstrate foundational development or technical skills to support problem-solving and allow for assessment of logical thinking capabilities.
Proactively identify opportunities to simplify and streamline processes for improved efficiency.
Approach tasks with a logical and solutions-oriented mindset, consistently seeking smarter, simpler ways of working.

Internal Process

Identify manual or repetitive processes suitable for automation across investment operations (e.g., onboarding, trade settlement, reporting).
Design and implement automated workflows using tools such as Power Automate, UiPath, Alteryx, or similar.
Develop and document automation scripts, dashboards, or logic flows for internal teams.
Conduct testing and ensure deployment of robust, compliant automation solutions.
Establish and maintain an automated process library and knowledge base.
Collaborate with business analysts, developers, operations, and IT to align automation initiatives with broader operational goals.
Track automation performance, usage, and efficiency gains to ensure ROI.
Follow IT governance, change control, and audit protocols in all automation projects.

Client Service

Support internal teams with automation training and solution adoption.
Engage stakeholders to gather requirements and identify service gaps.
Continuously improve the user experience of automated processes.
Respond to feedback and ensure automations align with stakeholder needs.

People & Culture

Build collaborative relationships with peers and cross-functional teams.
Contribute to innovation by researching new tools, methods, or frameworks.
Take ownership of personal growth and development within the automation field.
Assist in mentoring junior team members or automation users where applicable.

Finance & Efficiency

Identify and implement cost-effective automation solutions that reduce resource dependency.
Provide input into project budgeting and resource forecasting.
Track savings and value-add metrics tied to automation deployments.

Competencies

Technical Competencies

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RPA Platforms: Power Automate, UiPath, Alteryx, or equivalent
Workflow & Process Design: BPMN, Lucidchart, Visio
Data: JSON, Excel, SQL
Programming/Scripting: Python, VBA, Java, or C# (advantageous)
SDLC & Agile delivery principles
Testing, documentation, and change control
Familiarity with investment processes or systems (e.g., trading, settlement, compliance)

Behavioral Competencies

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Analytical Thinking
Innovation & Initiative
Attention to Detail
Collaboration & Relationship Building
Planning & Execution
Continuous Learning
* Resilience and Adaptability