Operations analyst - Transfers

The role

You will process transfers accurately and on time across multiple wrapper types. You will also support business reporting, investigate transfer processes, and suggest process improvements to support scalability.

What you will do

• Supporting your Senior analyst with regular business reporting
• Answering queries in a timely manner
• Investigating and taking end to end ownership of our transfer processes
• Ensuring issues are resolved in line with regulatory and customer agreed SLAs
• Reviewing operational workflow and suggesting process improvements
• Working with customer, product and engineering teams to support scalability
• Supporting with training for new members of the team
• Supporting other areas of Operations as and when required

Required qualifications

• Good understanding of the platform industry
• Proven experience in handling transfers efficiently
• Ability to identify, analyse and resolve complex issues working to strict deadlines
• Good domain knowledge of investment platforms
• Knowledge of the CASS environment
• Strong communication and organisation skills

Benefits

• 27 days holiday + bank holidays
• Day off on your birthday
• Three days per year for Dependant leave
• Two volunteering days per year
• Option to work abroad for up to six weeks a year
• Secclbrate recognition programme with extra pay, additional holiday and increased learning budget
• One month paid sabbatical at eight years
• 6% employer pension contribution
• Life assurance
• Private medical insurance with AXA Health
• Enhanced Parental leave
• MacBook and up to £500 home office set up budget

Before you apply

• First stage – 45 mins competencies-based interview with the hiring manager
• Second stage – one-hour technical interview or assessment

About the company

Seccl is the Octopus-owned embedded investment platform. It is a B-Corp certified company part of the Octopus group.