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Seccl

API-first platform for custody and trading

Operations Analyst - Transfers

Asset ManagementPosted on Nov 10
Full-time£30k - £35k /yr

About the Job

Requirements

  • A good understanding of the platform industry.
  • Proven experience in handling transfers efficiently.
  • The ability to identify, analyse, and resolve complex issues while working to strict deadlines.
  • Good domain knowledge of investment platforms, particularly the CASS environment.
  • Strong communication and organisation skills, with the ability to describe information to technical and non-technical audiences.

Responsibilities

  • Support the Senior Analyst with regular business reporting.
  • Answer queries in a timely manner to support the wider business.
  • Investigate and take end-to-end ownership of transfer processes, ensuring issues are resolved in line with regulatory and customer-agreed service-level agreements.
  • Review operational workflow and suggest process improvements where possible.
  • Work closely with customer, product, and engineering teams to explore better ways of working and support scalability.
  • Support training for new team members.
  • Support other areas of Operations as required.
  • Process transfers accurately and on time across multiple wrapper types.
  • Use operational knowledge and experience to improve processes, reduce risk, and support automation.

About the Company

Seccl

API-first platform for custody and trading

Seccl provides API-first infrastructure for investment and wealth management firms to build and operate their own platforms. It offers custody, trading and settlement services through a modern cloud-native backend, accessible via a comprehensive REST API or pre-built portals, enabling firms to launch products like ISAs, GIAs and SIPPs without building the underlying infrastructure. The Model B approach lets Seccl handle client money and back-end operations while client firms control the customer-facing experience. This differentiates Seccl by avoiding legacy-system constraints, delivering scalable, cost-effective technology and digital, paperless processes that can be integrated with other services. The company aims to help advisers, fintechs and discretionary fund managers deliver flexible platform solutions, reduce administrative work, and lower costs, with a goal of accelerating innovation in wealth tech.

Company size
51-200
Company stage
Acquired
Total funding
$13.2M
Headquarters
Bath, United Kingdom
Founded
2016

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