Senior operations analyst - Relationship management (Transfers)

Seccl Technology Limited; City of Edinburgh; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A technology-driven financial services firm is seeking a Senior Operations Analyst in Edinburgh. This role involves managing external transfer relations, ensuring smooth processes, and leading a team while driving operational improvements. Ideal candidates have experience in investment operations and strong analytical skills. Competitive salary of £40,000 to £45,000 along with generous benefits is offered.

Benefits

27 days holiday + bank holidays

Private medical insurance

Flexible rewards including extra pay

Learning budget of £750

Health and wellbeing initiatives

Qualifications

• Strong understanding of platform transfers and investment operations.
• Proven experience in leading and developing teams.
• Ability to analyze data and turn insights into actionable solutions.

Responsibilities

• Build relationships with platforms and fund managers.
• Own bulk and complex transfer projects end to end.
• Coach and develop a team of analysts.
• Identify risks in the transfer process and improve controls.

Skills

Relationship management

Data analysis

Project delivery

Operational service

Coaching

Job description

Overview

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Hybrid with two days a week in our Edinburgh office

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We're B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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 driven and collaborative Senior Operations Analyst to take ownership of our external transfer relations with ceding schemes. Sitting at the heart of our Transfers team, you'll be responsible for building strong working relationships with counterparties, platforms and fund managers - ensuring smooth transfer journeys and getting assets moving quickly for our customers.

Acting as the link between our transfers team and the wider industry, you'll combine relationship management and project delivery to resolve blockers, drive down transfer timescales, and support future improvements in our processes and systems.

You'll also lead a small team, coaching them in data analysis, reporting and effective communication, while ensuring we deliver consistently high standards of operational service.

On a typical day you will be...

• Building strong relationships with platforms, fund managers and counterparties to keep transfers running smoothly
• Creating clear frameworks for collaboration and sharing updates on volumes, timeframes and blockers
• Owning bulk and complex transfer projects end to end, coordinating both internal and external stakeholders
• Maintaining accurate partner data packs, signatory lists and scheme details
• Analysing transfer performance data to spot risks, regulatory impacts and opportunities to improve
• Coaching and developing a small team of analysts, and supporting recruitment where needed
• Monitoring team objectives and embedding a culture of feedback and continuous improvement
• Identifying risks in the transfer process and strengthening controls while ensuring fair customer outcomes

This role's for you if...

• You know platform transfers (cash & in-specie) inside out and understand investment operations
• You're a natural relationship-builder who can influence and engage stakeholders at all levels
• You've led and developed others, while improving processes and workflows along the way
• You're analytical and data-driven, able to spot risks and turn insight into action
• You're proactive, organised and customer-focused, with a drive to deliver better outcomes

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 £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

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 - 60 mins competencies-based interview with the hiring manager and an Operations lead
• Second stage - one-hour technical interview or assessment

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!