Operations analyst - Transfers

Hybrid with 2 days a week in our Edinburgh office.

About us

Seccl is the Octopus-owned embedded investment platform that’s on a mission to help 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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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.

The role

We’re looking for an Operations analyst to join our Transfers team, where you’ll be responsible for processing transfers accurately and on time across multiple wrapper types. This is a fast-paced and varied role that will require you to adapt quickly to changing priorities, move seamlessly between different tasks and processes, and stay focused in a busy operational environment. You’ll balance pace with precision, managing competing demands while consistently delivering high quality outcomes.

Working closely with colleagues across Operations and our customer facing teams, you’ll help processes run efficiently and resolve queries and issues within agreed service levels. Alongside day to day processing, you’ll use your operational knowledge and experience to improve processes, reduce risk and support automation, helping us build a more scalable and resilient operations function for the future.

On a typical day you will be…

• Supporting your Senior analyst with regular business reporting.
• An analytical problem solver, delivery focussed and a trusted member of the team, you will support the wider business by answering queries in a timely manner.
• Investigating and taking end to end ownership of our transfer processes.
• Ensuring issues are resolved in line with regulatory and customer agreed SLAs.
• Reviewing operational workflow and, where possible, suggesting process improvements.
• Working closely with the customer, product and engineering teams to explore better ways of working and to support our scalability.
• Supporting with training for new members of the team.
• Supporting other areas of Operations as and when required.

This role’s for you if...

• You have a good understanding of the platform industry.
• You have proven experience in handling transfers efficiently.
• You have the ability to identify, analyse and resolve any complex issues working to strict deadlines.
• You have good domain knowledge of investment platforms, particularly knowledge of the CASS environment.
• You have strong communication and organisation skills with the ability to describe to both technical and non-technical audiences.

This role isn’t for you if...

• You rely on a lot of top-down direction.
• You’re not comfortable working in a fast-paced environment.
• You struggle to follow through on ideas.
• You don’t like change.

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.

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 an initial chat with one of our Talent team):

• First stage – 45 mins competencies-based interview with the hiring manager.
• Second stage – one-hour technical interview or assessment.

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.