At a Glance
- Tasks: Lead operations for SIPP and ISA products, ensuring excellent customer outcomes.
- Company: Join Seccl, an innovative B-Corp investment platform transforming the industry.
- Benefits: Competitive salary, generous holiday, remote work options, and a strong learning budget.
- Other info: Embrace a culture of continuous improvement and enjoy excellent career growth opportunities.
- Why this job: Shape the future of investments while building high-performing teams in a fast-paced environment.
- Qualifications: Experience in operational leadership within fintech or wealth management is essential.
The predicted salary is between 50000 - 70000 £ per year.
Location: Bath or Edinburgh - Hybrid with two days a week in our Manvers Street or George Street 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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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 experienced Operations delivery lead to join our Pensions operations team at an exciting stage of growth. This role will lead the operational delivery of Seccl's SIPP and ISA products. You'll be responsible for building the operational structure, processes and controls required to support a growing tax wrappers operation, ensuring we can scale efficiently whilst continuing to deliver excellent customer outcomes.
A key part of the role will be working with product and engineering teams to design and embed scalable operational processes that align with the specific regulatory requirements of tax wrappers, ensuring robust controls are built into the operating model from the outset.
Reporting to the Head of payments & reporting, you'll lead a specialist team of operations analysts focused on pensions and tax wrappers. Partnering closely with product, engineering, technical services, you’ll have genuine scope to own, redesign and implement new ways of working to deliver operational excellence. This is a hands-on leadership role for someone who enjoys solving complex operational challenges, building high performing teams and creating scalable processes from the ground up.
On a typical day you will be…
- Owning end-to-end performance of SIPP and ISA operations tax wrappers team
- Leading, coaching and developing a growing team of operations specialists, building a culture of ownership and client first delivery.
- Ensuring delivery of operational SLAs, SLOs and customer outcomes across all SIPP and ISA processes
- Building workforce planning, capacity forecasting and resource models to support volume growth
- Driving operational readiness for new client onboarding and product launches
- Acting as escalation point for incidents, coordinating response, communications, root cause analysis and lasting fixes.
- Supporting regulatory reporting activities and ensure appropriate operational oversight
- Partnering with Product/Engineering to improve workflows, automate where possible, enhance controls and reduce operational risk at scale.
- Creating a culture of continuous improvement, accountability and operational excellence
This role’s for you if...
- You have operational leadership experience within platforms, wealth management or fintechs
- You have a track record of delivering improvements by partnering with Product/Engineering/Risk to strengthen controls and enable scale.
- You have experience leading and developing operational teams through periods of growth and change
- You have demonstrable experience designing scalable operational processes and operating models
- You have SIPP operational expertise with an understanding of pension administration processes
- You have a strong understanding of how the regulatory environment shapes pension and investment operations, including Consumer Duty, CASS, pension and ISA specific regulatory obligations
- You thrive in complexity and exceptions: calm, decisive, and client focused when issues arise
- You have a data driven mindset with experience using MI and operational metrics to drive decisions
- You can communicate confidently and influence stakeholders across teams and external partners
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 success looks like in the role:
- The team has clear priorities, strong standards and the confidence to manage SIPP and ISA operations well each day
- Excellent customer service is provided to all of our client firms across all SIPP and ISA processes
- Controls are well understood, well evidenced and continually improved as Seccl grows
- Operational processes become simpler, safer and more scalable
- The team feels supported, challenged and proud of the service it delivers to our customer firms and their end investors
What’s in it for you…
- A salary between £50,000 and £70,000 – 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 two of our operations leads
- Second stage – one-hour technical interview or assessment with the hiring manager
- Final stage – 45 mins bar-raiser culture-based interview
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!
Operations delivery lead - Pension in Bath employer: Seccl
Seccl is an exceptional employer, offering a flexible hybrid work environment in vibrant locations like Bath, Edinburgh, and London. With a strong focus on employee well-being, we provide generous benefits including a competitive salary, extensive holiday, and a commitment to personal development through a substantial learning budget. Our inclusive culture prioritises transparency and diversity, empowering employees to take ownership of their roles and contribute to meaningful change in the investment industry.
StudySmarter Expert Advice🤫
We think this is how you could land Operations delivery lead - Pension in Bath
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Seccl. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Seccl.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Seccl. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Operations delivery lead - Pension in Bath
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Seccl and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Seccl how you can be a team player!
How to prepare for a job interview at Seccl
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Seccl.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Seccl's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
