Senior operations analyst - Transfers

Hybrid with 2 days a week in our Edinburgh office, with Wednesdays mandated.

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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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

Our Senior operations analysts are responsible for managing a team of direct reports, while overseeing critical processes and controls to ensure efficient delivery of transfer operations.

You will use your knowledge to ensure consistent and quality delivery of the operational customer journey, working closely with Customer and Product teams to ensure a seamless experience for our partner firms. You will proactively analyse and identify opportunities for improvement, automation and streamline our operations processes.

• Leading, coaching and supporting your team through regular 1:1s and development conversations

• Overseeing transfer workflows to ensure service levels are met and continuously improved

• Acting as the subject matter expert and point of escalation for complex queries

• Identifying risks, resolving blockers, and making sure controls and processes are up to date

• Preparing and sharing accurate MI to give visibility of team activity and performance

• Collaborating with colleagues across Operations and the wider business to deliver effective outcomes

• Supporting training and knowledge sharing to build capability across the team

• Driving continuous improvement in how we work and serve our clients

• You have strong analytical skills and enjoy solving complex problems under pressure

• You know platform transfers (cash and in specie) inside out, with solid industry knowledge

• You’re an experienced people leader who enjoys coaching, developing and supporting a team

• You bring expertise in operational processing, risk management and change management

• You’re confident improving processes, managing workflows and using MI to drive decisions

• You’re comfortable with systems like Core and Pfolio, and are working towards (or hold) the CISI Investment Operations Certificate, or equivalent

• 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

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

💰 A salary between £40,000 and £45,000 – 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

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 an initial chat with one of our Talent team):

• First stage – 45 mins competencies-based interview with the hiring manager and a Senior operations analyst

• Second stage – 45 mins technical interview or assessment with the hiring manager and Head of operations & servicing

⏳ 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!