Operations analyst - SIPP

Operations analyst – SIPP

Hybrid role to be based in our Bath or Edinburgh office (2-3 days in the office).

About us

Seccl is the Octopus-owned embedded investment platform that’s on a mission to helping more people to invest – and invest well.

We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better. We\’ve been growing fast and will scale even faster over the next few years.

We’re also proud to be part of Octopus, the £multi billion group that\’s on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Money.

Check out the Seccl website for the latest on our products and our mission to shape the future of investments.

The role

Our operations analysts are part of collaborative, cross-functional teams united by an absolute focus on problem-solving, innovating, and delivering great customer outcomes. These are teams of experts, big thinkers, and fast learners who love to get stuff done.

As an Operations analyst in our SIPP team, you’ll play a vital role in supporting the smooth running of our day-to-day operations.

You\’ll have a brilliantly varied role working across essential processes within the Seccl SIPP space—working across the business and with your team to identify and resolve technical issues, see customer requests through to resolution, and ensure we’re always meeting our SLAs. You\’ll work collaboratively with our other ops teams, alongside customer success, product owners and engineers.

You\’ll be a proactive problem solver and a fast learner with a strong work ethic and tons of energy. We’re ideally looking for candidates who have previous experience in a similar role or if you don\’t, can really show us why you\’d be a great fit here.

This is an exciting, varied and fast-paced role with an enormous opportunity to create impact and develop in your career.

On a typical day you will be…

• Working closely with internal teams and key third parties to complete core SIPP processes—ensuring customers\’ money and investments are managed smoothly and accurately

• Proactively investigating and resolving technical issues or customer queries, always keeping the client front and centre

• Analysing data to spot trends or root causes and using your insights to improve how we operate

• Completing daily reconciliations and ensuring accurate reporting to meet regulatory and business standards

• Supporting your Operations delivery lead with regular reporting and updates to the wider business and regulators

• Collaborating with product, engineering and customer-facing teams to explore better ways of working and help us scale

• Reviewing and suggesting improvements to workflows and processes—bringing a continuous improvement mindset to everything you do

• Supporting other areas of Operations as needed and helping to train new team members

This role’s for you if you…

• Are a proactive self-starter who loves solving problems and making things happen

• Have a good understanding of tax wrappers like DC Pensions, ISAs, and JISAs—or are keen to learn quickly

• Take a high level of ownership for delivering great client outcomes

• Are resilient and calm under pressure, thriving in a fast-paced, dynamic and collaborative environment with lots of change

• Are a collaborative team player with great communication skills, working effectively across teams to get the job done

• Have strong data analysis skills and are comfortable working with complex data sets, along with excellent attention to detail

• Are organised and take responsibility for managing your tasks and daily activities

This role isn’t for you if…

• You rely on a lot of top-down direction. Here, you’ll have a lot of freedom and ownership of your role, and you’ll be expected to shape your own progression

• You’re not comfortable working in a fast-paced environment. Our speed and scalability are what set us apart; you need to be able to act quickly and think on your feet

• You struggle to follow through on ideas. We value people who do what they say they will. If you care about something, you have the freedom here to make it happen

• You don’t like change . You’ll get on great here if you relish the ambiguity of rapid growth and are willing to embrace uncertainty

What’s in it for you…

We offer a generous mix of benefits for the things that really matter to our people, including:

A salary between £30,000 and £35,000 – dependant on experience + reviewed annually

27 days holiday + bank holidays (some can be flexible) + day off on your birthday + three days (full time) per year for Dependant leave

Two volunteering days per year

Option to work abroad for up to six weeks a year

Secclbrate – our recognition programme that offers a mix of flexible rewards including extra pay, additional holiday and increased learning budget

Length of service award – one month paid sabbatical at eight years

6% employer pension contribution, and life assurance

Private medical insurance with AXA Health

Enhanced Parental leave

MacBook and up to £500 home office set up budget

£750 per person learning budget

Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace

Strong financial wellbeing focus including access to Octopus Money , Octopus Share Incentive Plan and will writing offering via Octopus Legacy

Perkbox – Flexi-points giving you a range of discounts and perks including free weekly coffee, gym and retail discounts

Access to initiatives like Cycle to Work and Octopus Electric Vehicle Leasing

Our culture

We\’re proud to put people first, creating a culture where we truly listen to what matters most to them. Our transparent and inclusive environment encourages diversity of thought, challenge and experimentation.

Check out our Glassdoor page for the latest reviews or our LinkedIn for company updates and insights from the team.

Interview process

Interviewing is a two-way thing, and we want you to have the time and opportunity to get to know us, as much as we are getting to know you. Our interviews are conversational, so come with questions and be curious. In general, you can expect the interview process to look a bit like this, (following a video screening task):

• First stage – 45 mins competencies-based interview with the hiring manager and another member of the team

We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out and you should expect to hear back from us within one to two weeks of applying.

Our aim is to build a diverse and inclusive company of awesome people, with unique skills, passions and experiences. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

If this sounds like your kind of thing, we encourage you to apply even if you don’t tick every box. We’d love to hear from you!

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