Suitability Engineer

📋 Description

• Attend partner meetings and build trusted relationships from day one
• Represent our suitability capabilities externally with credibility
• Join account reviews to provide suitability context and flag risks
• Act as the go-to contact for partner queries on outputs in workflows
• Co-lead product demos tailored to the audience, from principals to paraplanners
• Deliver training that gets users confident and competent quickly

🎯 Requirements

• Financial services background with client delivery experience before advisers or end clients
• Strong grasp of UK advice market, FCA suitability requirements and adviser workflows
• Excellent communicator who simplifies complexity without losing accuracy
• Confident running demos, training and workshops; named point of contact
• Commercially aware; balance partner needs against product realities
• Informed view on where AI adds real value in regulated advice

🎁 Benefits

• A rare chance to shape how AI is delivered into financial advice firms
• Work on problems that matter; outputs go into real advice files for real clients
• Clear specialist pathways as the function grows
• Close collaboration with the founding team; your voice will carry weight
• Competitive salary reflecting the specialist mix of client, commercial and domain skills
• Flexible working and room to grow into senior specialist, leadership or commercial roles