Operations analyst - Transfers

Hybrid with three days a week (Wednesday mandated) in Edinburgh 

About us

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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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

The role

Our Operations analysts are part of collaborative, cross-functional teams of engineers, product owners, and operations analysts united by an absolute focus on problem-solving, innovating, and delivering great customer outcomes. These are teams of experts, big thinkers, and fast learners who love to get stuff done.

As an Ops analyst in our Transfers team, you’ll support with the day-to-day operations across all our product types. You will be in close contact with all areas of the Operations team to ensure we maintain high standards of service during an exciting period of accelerated growth.  We’re looking for candidates who have previous experience in a similar role.

On a typical day you will be…

• Processing operational tasks such as transfers and cash payments across ISAs, JISAs, GIAs and Pension wrappers. 

• Using internal and external transfer and payment systems to manage cash and asset flows.  

• Working as part of a team, using effective communication to ensure daily tasks are completed with a high degree of accuracy. 

• Maintaining ownership of any request until resolution and meeting agreed SLA’s. 

• Taking ownership of key operational processes within the operations domain. 

• Identifying and resolving technical issues, using Python scripts with a variety of workflows, and utilising a range of collaborative applications. 

• You’ll find that your work alignment will change from time to time as the business grows to meet the changing demands of a rapidly scaling Operations function. 

This role’s for you if...

• You have domain knowledge to include all things transfer-related, including bespoke Equisoft (ATG) and Origo knowledge.

• You have experience with established platforms

• You have experience in a fast-paced environment where context switching is common.

• You have a willingness to learn more about and take ownership of processes and customer outcomes

• Are a self-starter who loves making things happen and take a high level of ownership for delivering the best outcomes for our clients.

• You are organised and comfortable communicating across teams to get the job done

• You have technical build interest and keen to operate in a tech-focused environment.

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’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  

🏅 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 

🌎 Option to work abroad for up to six weeks a year 

🌻 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.   

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: 

• 45-60 mins mixture of technical & competencies-based interview with the hiring manager

⏳ 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!