Operations analyst – Dividends & corporate actions

Posted 7 Days Ago
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Bath, Somerset, England
In-Office
30K-35K
Junior
Fintech • Software • Financial Services
The Role
The Operations Analyst will manage dividend processing, reconcile accounts, resolve discrepancies, and maintain process ownership within the Asset Servicing team.
Summary Generated by Built In

Hybrid with two days a week (Tuesday & Wednesday) in the Bath 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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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’re looking for an Operations analyst to join our Asset Servicing team, reporting to the Operations delivery lead. You’ll have at least a year’s experience in Financial Services – ideally within a platform or wrap environment – and some hands-on exposure to dividend or corporate action processing.

You'll understand how dividends for equities, mutual funds and bonds are calculated, reconciled and paid, and familiarity with the lifecycle of corporate actions on an investment platform will be a strong plus. You’ll work closely with other Operational teams to ensure clients are paid accurately and on time, spotting and resolving discrepancies quickly.

At Seccl, how you work matters just as much as what you do. Our guiding principles are to never settle, take ownership, and be generous and candid. You’ll be trusted to act with care and urgency, take initiative, and help drive improvements to our processes.

You'll join a close-knit, collaborative team (around five people) where reliability, openness and feedback are key. We move fast, but with quality and compliance always front of mind. If you’re proactive, detail-oriented, and keen to grow within a dynamic fintech environment, you’ll fit right in.

On a typical day you will be…
  • Identifying dividend receipts, calculating client entitlements, reconciling positions and releasing payments to client accounts.

  • Using internal systems to identify discrepancies, understand their cause and resolve them.

  • Working as part of a small 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 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 a willingness to learn about products, technology and investment wrappers.

  • You have experience in a fast-paced environment where juggling multiple tasks simultaneously is common.

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

  • You enjoy working with numbers, are assiduous with a high attention to detail, and a solid problem-solver.

  • You have strong communication, organisational skills and an eye for accuracy

  • You are a team player who is customer and delivery focussed and wants to gain new skills on the journey.

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

🌎 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 competency-based interview

  • Second stage – 30-45 mins conversation linked to our operating principles and ways of working

⏳ 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!

Top Skills

Asset Servicing
Financial Services
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The Company
HQ: Bath
141 Employees
Year Founded: 2016

What We Do

Seccl is the Octopus-owned embedded investment platform that’s helping more people to invest – and invest well.

Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers.

We started afresh, with a low-cost, hyper-efficient and (genuinely) API-first technology infrastructure, which supports firms at the forefront of our changing industry.

Working around a principle of collaborative innovation, our technology and operations power the investment platforms of some of the UK’s most forward-thinking financial planning and wealth management firms, including P1 and Radiant.

They also help ambitious, fast-growth technology businesses – such as GoHenry, Penfold and Crowdcube – to launch and maintain their investment propositions more quickly and affordably than ever before.

A regulated custodian and ISA/SIPP provider, we have the disruptive mindset and ambitious mission to shake things up, along with the commitment and substance to not screw them up.

We’re proud to be part of Octopus, the £12.5 billion group that's on a mission to breathe new life into broken industries, through companies like Octopus Energy, Octopus Investments and Octopus Ventures.

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