Suitability Engineer

Posted Yesterday
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London, Greater London, England, GBR
In-Office
Mid level
Artificial Intelligence • Fintech • Software • Financial Services
The Role
Drive partner adoption and quality of AI-powered suitability outputs by engaging advisers, running demos and training, supporting onboarding and success, feeding product and engineering with real-world feedback, and defining testing and release approaches.
Summary Generated by Built In

About Saturn

Saturn is building the operating system for financial advisers, powered by AI. Our mission is to democratise financial advice for one billion people by creating the most trusted, intelligent platform for financial planning and compliance.

In just two years, we've become the UK market leader and our growth is compounding. We were part of YC S24 and recently raised a $15M Series A from Singular, Shapers, and YC to accelerate our next phase of growth.

The Role

Suitability Engineering is the discipline we are building to ensure every output meets the standards advisers and their clients deserve. The Suitability Engineer ensures our partner firms get measurable value from our products — faster adoption, better outputs, and fewer gaps between what is promised and what lands in an adviser's workflow.

You will be a trusted face of our products in front of partners and their advisers, while working closely with Product and Engineering to shape what ships and how it lands. The role blends client engagement, enablement, testing and product input, all operating to a shared quality bar and a common way of working.

Scope and emphasis will flex with the successful candidate as the team scales.

What You Will Do

Partner & Account Manager Engagement

  • 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 or opportunities early

  • Act as the go-to contact for partner queries on how our outputs perform in real advice workflows

Demos, Training & Workshops

  • Co-lead product demos tailored to the audience, from principals to paraplanners

  • Deliver training that gets users confident and competent quickly

  • Run workshops that surface partner needs and turn feedback into action

  • Build training assets and enablement materials

Onboarding & Client Success

  • Ensure every partner receives a consistent, high-quality start to onboarding new partner firms.

  • Support meeting cadence, demos, workshops and post-go-live support

  • Partner with firms on adoption, expansion and ongoing success

  • Keep client-facing documentation, FAQs and how-to content current

Product & Engineering Contribution

  • Feed partner and adviser insight into the roadmap; challenge assumptions early

  • Contribute to testing and validation, bringing real-world scenarios and edge cases

  • Support market-readiness documentation for internal and external users

  • Troubleshoot blockers at the boundary between product capability and client expectation

Cross-functional Collaboration

  • Work to shared standards, rituals and quality bar across the function

  • Partner with colleagues to ensure GTM-ready releases and aligned documentation

  • Contribute to approaches for onboarding, intake, testing and release approaches that let the function scale

What We Are Looking For

Essential

  • Financial services background with genuine client delivery experience — you have owned outcomes in front of advisers, partners or end clients

  • Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows

  • Excellent communicator — able to simplify complexity without losing accuracy

  • Confident running demos, training and workshops, and being a named point of contact

  • Commercially aware, with the judgement to balance partner needs against product realities

  • Informed view on where AI adds real value in regulated advice — and where it does not

  • Comfortable bringing structure to ambiguity in a fast-moving, test-and-learn environment

Desirable

  • Breadth across advice areas (protection, investments, pensions, later life)

  • Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF)

  • Start-up or fintech experience

  • Any hands-on exposure to AI tools in a financial services context

What We Offer

  • A rare chance to shape how AI is delivered into financial advice firms

  • Work on problems that matter — the outputs you help shape 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

Skills Required

  • Financial services background with genuine client delivery experience; owned outcomes in front of advisers, partners or end clients
  • Strong grasp of the UK advice market, FCA suitability requirements and adviser workflows
  • Excellent communicator able to simplify complexity without losing accuracy
  • Confident running demos, training and workshops and acting as a named point of contact
  • Commercially aware with judgement to balance partner needs against product realities
  • Informed view on where AI adds real value in regulated advice and where it does not
  • Comfortable bringing structure to ambiguity in a fast-moving, test-and-learn environment
  • Breadth across advice areas (protection, investments, pensions, later life)
  • Have or working towards relevant financial services qualifications (DipPFS, APFS, CII, LIBF)
  • Start-up or fintech experience
  • Any hands-on exposure to AI tools in a financial services context
Am I A Good Fit?
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The Company
30 Employees
Year Founded: 2023

What We Do

Saturn builds an AI-powered operating system for financial advisers, aiming to democratise financial advice for one billion people by delivering trusted, intelligent financial planning and compliance tools. Launched recently, Saturn is a fast-growing UK-focused B2B SaaS company (YC S24) that sells to wealth management and advice firms, combining fintech and AI to streamline advisory workflows and regulatory compliance.

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