Operations Analyst – Transfers

Seccl

. Process transfers accurately and on time across multiple wrapper types .

Posted 11/10/2026full-timeEdinburgh • United KingdomMid-LevelSenior💰 £30,000 - £35,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in processing transfers within the investment platform industry, with a strong focus on regulatory compliance and operational efficiency. Capable of analyzing complex issues and communicating effectively with both technical and non-technical stakeholders.

Highest-signal resume keywords

Transfer Processing ExperienceCASS Environment KnowledgeEquisoft/Origo ProficiencyStrong Communication SkillsOperational Workflow Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transfer ProcessingIssue ResolutionProcess ImprovementRisk ReductionAutomation SupportBusiness ReportingComplex Issue AnalysisEnd-to-End Ownership

Soft Skills

Strong Organisation SkillsEffective Communication

Tools & Technologies

EquisoftOrigo

Industry Keywords

Investment PlatformsCASS EnvironmentRegulatory ComplianceCustomer-Agreed SLAsAsset TransfersCustodiansFund Managers

About the role

Key responsibilities & impact

Process transfers accurately and on time across multiple wrapper types
Support the Senior Analyst with regular business reporting
Answer business queries in a timely manner
Investigate and take end-to-end ownership of transfer processes
Resolve issues in line with regulatory and customer-agreed SLAs
Review operational workflows and suggest process improvements
Work with customer, product and engineering teams to improve ways of working and scalability
Support training for new team members
Support other areas of Operations as required
Improve processes, reduce risk and support automation
Participate in competency-based and technical interviews or assessment

Requirements

What you’ll need

Good understanding of the platform industry
Proven experience handling transfers efficiently
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
Ability to describe information to both technical and non-technical audiences
Experience processing transfers out
Experience with transfer systems Equisoft and/or Origo
Experience with asset transfers, custodians and/or fund managers
UK right to work

Benefits

Comp & perks

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 recognition programme with flexible rewards including 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
Up to £500 home office set up budget
£750 per person learning budget
Free therapy via Wellness Cloud
Mental health support via Headspace
Access to Octopus Money
Octopus Share Incentive Plan
Will writing offering via Octopus Legacy
Perkbox flexi-points with discounts and perks including free weekly coffee, gym and retail discounts
Cycle to Work initiative
Octopus Electric Vehicle Leasing