Operations analyst – Relationship management (Transfers)
Hybrid with 2 days a week in our Edinburgh office (3 days required for training the first few months).
About us: Seccl is an Octopus‑owned embedded investment platform on a mission to help more people invest and invest well. B‑Corp certified, with strong product‑market fit and early traction, we aim to transform an outdated industry. We are part of Octopus, the multi‑billion‑pound group that revitalises broken industries.
The role
We are looking for a proactive, detail‑oriented Operations Analyst to join our Transfers team. Reporting to the Senior Operations Analyst, you will help customers move assets quickly by managing data, tracking progress, and working with internal and external stakeholders.
Typical day includes
* 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 for cross‑team visibility.
* Attending meetings with external counterparties to review performance and resolve queries.
* Supporting preparation of provider data packs and performance reports.
* Assisting with bulk and complex transfers, coordinating with internal teams.
* Analyzing transfer data to identify delays, exceptions or trends.
* Contributing to MI and process improvement initiatives across Transfers.
* Raising risks or issues and ensuring fair customer outcomes throughout the journey.
Qualifications you bring
* Strong understanding of platform transfers (cash and in‑specie) across multiple wrappers.
* Confidence in building relationships and managing internal and external stakeholders.
* Solid analytical and problem‑solving skills, turning data into insight and action.
* Highly organised, able to manage multiple priorities in a fast‑paced environment.
* Proactive, detail‑oriented, customer‑focused, with a drive to improve processes.
* Comfortable taking ownership and communicating clearly across teams.
* Understanding of investment operations and workflow management.
* Interest or qualification in CISI Investment Operations Certificate or equivalent.
We’re looking for someone who
* Does not rely on top‑down direction; enjoys freedom and ownership.
* Thrives in fast‑paced, ambiguous environments.
* Can follow through on ideas and deliver on commitments.
* Is comfortable with change and uncertainty.
Benefits
* Salary £30,000 – £36,000, salary reviewed annually.
* 27 days holiday + bank holidays; birthday day off; dependant leave.
* Two volunteering days per year.
* Option to work abroad up to six weeks a year.
* Secclbrate recognition programme with rewards, extra holiday, learning budget.
* One‑month paid sabbatical at eight years.
* 6% employer pension contribution and life assurance.
* Private medical insurance via AXA Health.
* Enhanced parental leave.
* MacBook and up to £500 home office budget.
* £750 learning budget per person.
* Well‑being support: Wellness Cloud therapy, Headspace, etc.
* Financial wellbeing tools: Octopus Money, Octopus Share Incentive Plan, Octopus Legacy.
* Perkbox flexi‑points.
* Access to Cycle to Work and Octopus Electric Vehicle Leasing.
Our Culture
We put people first, creating a culture that listens, values diversity of thought, encourages experimentation, and fosters inclusivity.
Interview Process
* First stage – 45‑minute competencies‑based interview with hiring manager and senior analyst.
* Second stage – 30‑minute task‑based interview with hiring manager and senior analyst.
We’ll only close this role once the next stage is scheduled. Apply soon – expect to hear back in one to two weeks after applying.
Inclusivity Statement
We aim to build a diverse and inclusive company of passionate, diverse talent. All applicants are considered regardless of age, ethnicity, gender, sexual orientation, disability status, or veteran status. If this sounds like you, apply even if you don’t tick every box.
Seniority level
* Entry level
Employment type
* Full‑time
Job function
* Management and Manufacturing
Referrals increase your chances of interview by 2x.
Location: Edinburgh, Scotland, United Kingdom.
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