Operations analyst - Transfers in Edinburgh

Hybrid with 2 days a week in our Edinburgh or Bath office.

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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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 involves 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.

Responsibilities include:

• Supporting your Senior analyst with regular business reporting.
• 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 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:

• 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 is built on putting people first, creating a transparent and inclusive environment that encourages diversity of thought, challenge and experimentation.

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.

We aim 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.