Operations analyst - Relationship management (Transfers)

Hybrid with 2 days a week in our Edinburgh office (3 days will be required for training for the first couple months)

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We're B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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

We are looking for a proactive and detail-oriented Operations analyst to join our Transfers team to support the smooth and efficient processing of transfers across multiple platforms. Reporting into the Senior operations analyst, you will play a key role in helping our customers move their assets quickly and efficiently by managing data, tracking progress, and working closely with internal and external stakeholders.

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.

On a typical day you will be

• 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

This role's for you if

• 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

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 £36,000 - 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.

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 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 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!