Full-Time

Automation Test Analyst

Equisoft

Equisoft

501-1,000 employees

SaaS platform for insurance and wealth

Compensation Overview

£40k - £45k/yr

Bath, UK

Hybrid

Two days on-site per week, Wednesday and Thursday.

Bachelor's, Associate's

Category
QA & Testing (1)
Required Skills
Python
Software Testing
Postman
Atlassian
SQL
JIRA
OpenAPI
REST APIs
Confluence

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Requirements
  • A minimum of five years of experience in software testing, preferably focused on web front-end and web applications.
  • A background in user-interface and web-service or application-programming-interface test automation, or a strong desire to move into this field.
  • Proven experience automating complex web user interfaces, or a genuine interest and passion for learning.
  • Familiarity with, or willingness to learn, tools such as Postman, ReadyAPI, or Swagger for application-programming-interface and web-service testing.
  • Hands-on experience with user-interface automation frameworks such as Selenium WebDriver, Selenium Grid, or Applitools.
  • A solid understanding of test design and requirements analysis.
  • Proficiency in writing and executing SQL queries and stored procedures in SQL Server.
  • Awareness of the business environments and contexts into which solutions are deployed.
  • A methodical, pragmatic approach to testing, with a strong understanding of the end-to-end software delivery lifecycle.
  • Excellent written and spoken English.
  • Excellent written and oral communication skills.
  • Ability to use initiative or take instruction as the situation demands.
  • Inquisitiveness and good problem-solving skills.
  • Ability to understand technical and business concepts.
  • Willingness to learn.
  • Strong organisation and prioritisation skills.
  • Ability to multitask in a rapid-paced environment.
  • Reliability and dependability.
  • Self-motivation and enthusiasm for the work.
  • Appreciation for being part of a wider team.
Responsibilities
  • Design, write, execute, and maintain automated tests and supporting frameworks for user-interface automated testing, web services and application-programming-interface testing, and performance testing for application-programming-interface and data-load processes.
  • Conduct peer code reviews.
  • Write and maintain documentation for automated tests.
  • Manage and create associated test cases in TestRail, ensuring alignment with automated tests and reporting of results.
Desired Qualifications
  • A Bachelor's degree in computer engineering or information technology, or a college diploma combined with three years of relevant experience.
  • Knowledge of the financial services industry, particularly platforms, wealth management, pension administration, or fund administration.
  • Experience building and maintaining automated test frameworks using Python.
  • A good understanding of operation processes and systems.
  • Experience with the Atlassian tool set, including Jira, Confluence, and Bamboo.
  • An excellent understanding of web services and application programming interfaces.
  • Experience using TestRail for test management.
  • Experience integrating automated test frameworks with third-party tools such as TestRail.

Equisoft provides digital software solutions for the insurance and wealth management sectors. It offers a cloud-based suite (SaaS) with modules for financial planning, portfolio design, customer relationship management (CRM), and client portals, helping firms streamline processes and engage clients. The platform works as an integrated set of online tools that clients subscribe to and may customize with professional consulting to implement digital transformations. What sets Equisoft apart is its deep 25+ years of industry experience and a focused fintech footprint, combining end-to-end software with advisory services tailored to insurers and wealth managers. Its goal is to help clients grow revenue and improve customer interactions by digitizing and coordinating core business processes across planning, design, CRM, and client engagement.

Company Size

501-1,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

$138M

Headquarters

Montreal, Canada

Founded

1994

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Simplify Jobs

Simplify's Take

What believers are saying

  • United Heritage went live on Equisoft/manage in February 2026, proving product conversion momentum.
  • Walter Global Asset Management invested September 2026 to fund Equisoft's international growth.
  • Bob Thrall joined as Chief Sales Officer in April 2026 to accelerate AI-focused sales.

What critics are saying

  • SPJST v. Equisoft remains active in Texas fraud litigation after September 2024 dismissal denial.
  • Oracle policy and legacy-stack dependencies threaten Equisoft clients' deployments and upgrade cycles in 2026.
  • AI-suite hype raises execution risk if carriers reject another platform layer beside core systems.

What makes Equisoft unique

  • Equisoft/manage won Celent Luminary status in North America and LATAM, February 2026.
  • Equisoft serves 325-350+ financial institutions across 16 countries, spanning insurers, banks, and advisors.
  • Databricks and Equisoft launched an AI-ready analytics platform for life insurers, November 2025.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Pension Matched Contribution

Flexible Hours

Educational Support

Remote Work Options

Hybrid Work Options

Flexible Work Hours

Medical Insurance

Term Life/Personal Accident Coverage

Wellness Sessions

Telemedicine Program

Training Programs

Educational Support

Conference Attendance Budget

Professional Development Budget

Sabbatical Leave

401(k) Retirement Plan

401(k) Company Match

Stock Options

Company Equity

Telephone/Internet Stipend

Home Office Stipend

Mental Health Support

Wellness Program

Gym Membership

Phon e/Internet Stipend

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Newswire
Sep 2nd, 2026
Equisoft appoints Bob Thrall as Chief Sales Officer.

Equisoft appoints Bob Thrall as Chief Sales Officer. Sep 02, 2026, 08:05 ET A seasoned insurance technology sales leader with three decades of experience in the financial services industry, Thrall joins Equisoft to accelerate growth and support its AI-focused innovation. MONTREAL, Sept. 2, 2026 /CNW/ - Equisoft, a leading global digital solutions provider to the financial services industry, is pleased to announce the appointment of Bob Thrall as Chief Sales Officer. In this role, Thrall will lead global sales strategy and execution across Equisoft's core markets, including insurance carriers, distributors and financial institutions worldwide. His expertise spans policy administration, SaaS platforms, and data modernization, giving him a comprehensive perspective on the challenges insurers face throughout their digital transformation journeys. "The insurance industry is evolving rapidly, and AI is fundamentally reshaping what insurers expect from their technology partners," said Luis Romero, Chief Executive Officer, Equisoft. "Bob's understanding of what insurers need to modernize successfully, and his proven ability to build high-performance teams, will ensure that we continue to deliver global capabilities that drive growth for our clients and our business." Thrall will focus on scaling Equisoft's global sales and pre-sales capabilities, broadening strategic partnerships and delivering measurable value to clients adopting Equisoft's solutions for policy administration, illustration, digital applications and data modernization. As life insurers look to close the gap between legacy operating costs and modern policyholder expectations, Thrall will ensure more organizations can fully leverage Equisoft's end-to-end solutions as they navigate the shift to modern AI-enabled operations. "Insurers are under real pressure right now to modernize legacy systems, reduce operating costs and move faster than their technology has historically allowed, and AI is adding a new dimension of urgency and complexity to all of it," said Bob Thrall, Chief Sales Officer, Equisoft. "What drew me to Equisoft is its ability to combine deep industry expertise with flexible end-to- end solutions to tackle the challenges that the industry is facing. I'm excited to work with our global teams and clients to help insurers navigate this evolving landscape, accelerate growth, and deliver better outcomes for their businesses and their policyholders." Thrall brings more than 30 years of experience in insurance technology and enterprise software, with a track record of building world-class sales organizations and driving sustained revenue growth. He joined Equisoft in April 2026. SOURCE Equisoft Inc. Beth Jarecki, Omnia Paratus, [email protected]

Yahoo Finance
Sep 2nd, 2026
Equisoft appoints Bob Thrall as Chief Sales Officer to drive AI-focused growth

Equisoft, a global digital solutions provider to the financial services industry, has appointed Bob Thrall as Chief Sales Officer. Thrall will lead global sales strategy and execution across Equisoft's core markets, including insurance carriers, distributors, and financial institutions worldwide. Thrall brings over 30 years of experience in insurance technology and enterprise software. He joined Equisoft in April 2026 and will focus on scaling the company's global sales capabilities, broadening strategic partnerships, and supporting clients adopting solutions for policy administration, illustration, digital applications, and data modernisation. His appointment comes as insurers face pressure to modernise legacy systems and adapt to AI-enabled operations. Thrall's expertise spans policy administration, SaaS platforms, and data modernisation.

Associated Press
Sep 2nd, 2026
Walter Global Asset Management invests in Equisoft to fuel international growth

Walter Global Asset Management has invested in Equisoft, a Montreal-based digital transformation provider for the insurance, wealth management, and investment sectors. This marks Walter GAM's 16th portfolio investment. Equisoft serves over 325 leading financial institutions globally, with more than 40% of revenues generated outside Canada and the United States. The company employs over 850 experts across six continents. "Equisoft represents precisely the type of company we seek to partner with: an established platform with global reach, an experienced management team, and well-defined growth levers," said Sylvain Brosseau, CEO of Walter GAM. Founded in 1994, Equisoft provides AI-powered digital solutions including front-end applications and integrated back-office systems. Walter GAM, launched in 2019, focuses on development capital for investment managers and financial services firms.

Investment Executive
Jul 1st, 2026
Tech roundup: Designed Wealth, monarch adopt AI client intelligence tool.

Tech roundup: Designed Wealth, monarch adopt AI client intelligence tool. Plus, other AI integrations and feature launches July 1, 2026 Designed Wealth Management's 150-plus advisors recently started using Toronto-based Continuum's AI client intelligence tool, it announced recently. Monarch Wealth also started using Continuum, it said in a separate release. Continuum integrates with existing business platforms like EquiSoft, Mako, VieFUND, Learnedly and Egnite. Continuum supports meeting capture in-person, on popular online meeting platforms and mobile phones to create summaries and follow-up tasks. The service claims to encrypt and store all client data in Canadian-domiciled data centres. Webull offers crypto trading in Canada. Online investment platform Webull started offering cryptocurrency trading Tuesday following approval from the Canadian Investment Regulatory Organization. This includes bitcoin, ethereum, solana, ripple, litecoin and other cryptocurrencies. However, since cryptocurrencies are non-qualified investments, clients will need to hold them in a crypto cash account and cannot trade them in their RRSPs or TFSAs. Focal adds Canadian CRM integrations. San Francisco-based AI notetaking app Focal now integrates with four customer relationship management (CRM) software in Canada: Equisoft, Maximizer and Cloven, the tech firm announced. An integration with Laylah is also coming. This is in addition to Focal's existing integrations with Salesforce, Microsoft Dynamics 365, Zoho, Wealthbox, Redtail and others. These integrations let Focal put meeting summary information such as goals, concerns and next steps directly into the firm's CRM software without manual input. Focal can also read the CRM data to provide advisors with answers with an AI-powered search. Focal started offering Canadian-domiciled data storage in December 2025. Zocks launches agentic AI queries for advisors. San Francisco-based notetaking software Zocks released its client queries feature that lets advisors ask plain language questions about their entire book of business, the tech company announced. The feature is available for Canadian advisors using Zocks, the company confirmed in an email. Advisors can ask questions like, "Which clients have a retirement account with a previous employer we can consolidate?" or "Which clients with over $1M in assets have a review due this quarter ?" Zock's AI will provide a list of clients fitting the requested parameters and prompt advisors with automated next steps such as an AI-drafted personalized email or scheduling a meeting. The software draws its answers from other advisor systems like customer relationship management records, financial plans and insurance data, in addition to conversations and emails processed by Zocks. Scotia Intelligence's three new features. Scotiabank has released three new AI tools for its employees: an AI notebook, a visual content generator and editable AI responses. The AI notebook lets employees bring in information from different sources such as emails, meeting notes and data, into one place to generate summaries and content drafts. The visual content tool helps staff members create presentations quickly. AI responses can also be turned into editable documents where teams can contribute in real time.

Associated Press
May 12th, 2026
Equisoft and Continuum integrate AI meeting intelligence into Canadian advisor CRM platform

Equisoft and Continuum have launched an integration connecting Continuum's AI meeting intelligence platform to Equisoft/connect, a CRM used by Canadian financial advisors. The integration is now live. The partnership brings three capabilities to users: automatic meeting notes from client conversations pushed to Equisoft/connect records across multiple platforms; auto-generated follow-up tasks; and "Ask Continuum", a natural-language assistant that queries CRM data instantly. The integration aims to reduce administrative burden for advisors, transforming 45-minute meetings that previously required 20 minutes of note-taking into a single-click approval process. All data remains encrypted and stored in Canada. The integration is included for all Continuum subscribers. Equisoft serves over 325 financial institutions globally with its digital solutions ecosystem, whilst Toronto-based Continuum is SOC 2 Type 2 certified and PIPEDA-compliant.