Operations Analyst, Seccl
Migration Management, Transfers
£30-36k
2-3 days a week in office
The embedded investment platform
Be an early applicant
The embedded investment platform
101-200 employees
Be an early applicant
£30-36k
2-3 days a week in office
101-200 employees
Company mission
Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.
Role
Who you are
- You have a strong understanding of platform transfers (cash and in-specie) across multiple wrappers
- You’re confident building relationships and managing stakeholders, both internally and externally
- You have solid analytical and problem-solving skills, with the ability to turn data into insight and action
- You’re highly organised and able to manage multiple priorities in a fast-paced environment
- You’re proactive, detail-oriented and customer-focused, with a drive to improve processes and outcomes
- You’re comfortable taking ownership and communicating clearly across teams to get things done
- You have a good understanding of investment operations and workflow management
- You may hold (or be interested in studying for) a CISI Investment Operations Certificate or equivalent qualification
- Hybrid with 2 days a week in our Edinburgh office (3 days will be required for training for the first couple months)
What the job involves
- We are looking for a proactive and detail-oriented Operations analyst to join our Transfers team to support the smooth and efficient processing of transfer migrations across multiple platforms
- Reporting into the Senior operations analyst, you will play a key role in helping our customers manage client migrations quickly and efficiently
- Managing data, tracking progress, and working closely with internal and external stakeholders will be a key focus of this role, ensuring all connected parties are informed of progress along the way
- You’ll support the wider Transfers team by providing accurate reporting, investigating transfer delays, and helping identify improvements to our processes
- This is an excellent opportunity to develop your career in transfer operations, gaining exposure to the investment and pensions industry while working in a fast-paced and collaborative environment
- Tracking, monitoring and reporting on active transfers to ensure they’re completed on time and to a high standard
- Maintaining accurate records of schemes and transfer data, ensuring visibility across teams
- Attending meetings with external counterparties to review performance and resolve queries
- Supporting the preparation of provider data packs and performance reports
- Assisting with bulk and complex transfers, coordinating with internal teams to keep everything running smoothly
- Collating and analysing transfer data to identify delays, exceptions, or trends
- Contributing to management information (MI) and process improvement initiatives across the Transfers function
- Raising risks or issues where needed and keeping a strong focus on fair customer outcomes throughout the transfer journey
Application 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 one of the senior analysts
- Second stage – 30 mins task based interview with the hiring manager and one of the senior analysts
- 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 take
Seccl is an embedded investment platform revolutionising how companies offer investment services. With its API-first technology infrastructure it helps financial professionals and businesses launch and manage investment platforms easily. By simplifying old, clunky processes, Seccl gives firms the tools they need to offer customers a seamless, digital investing experience - whether it's for financial advisers, neobanks, or fast-growing startups.
Since being acquired by Octopus in 2019, Seccl has seen impressive growth. Now supporting over 190,000 investors as well as managing more than £13.4B in funds through its platform. With this, Seccl is well on track to power even more businesses and as it continues to grow, its mission to disrupt the industry with smarter, scalable solutions is only growing in momentum.
Steph
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Flexible/hybrid working: We don’t prescribe when or how many days you come into the office. It’s what you deliver that’s important
- Events and socials: Twice-yearly all-company offsites, regular team socials and plenty of non-work activities – from gigs to sporting activities – to get stuck into
- Private medical: Access GP and other health and dental appointments work through private medical insurance
- Focus on mental health: Your wellbeing is more important than work. We offer free and confidential access to therapy if you need it
- Long-service award: A month’s fully-paid sabbatical when you’ve worked here for eight years (we’re part of Octopus, after all)
- The usual stuff: 27 days’ holiday (plus religious holidays and your birthday), Cycle2Work scheme and workplace pension
Company values
- Never settle
- Take ownership
- Be generous and candid
Company HQ
Holborn, London, UK
Articles
Leadership
David Ferguson
(CEO)Joined Seccl in 2022 as CEO. Prior to that, they spent 15 years as the CEO of Nucleus Financial Group.
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