Seccl
Operations delivery lead - Pension
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Operations Delivery Lead – SIPP & ISA
Location: Edinburgh – Hybrid (two days a week in our George Street office)
About Seccl
Seccl is the Octopus-owned embedded investment platform, driven by a mission to help more people invest – and invest well. We’re a B-Corp certified firm with a robust product-market fit, strong traction, and a commitment to transforming an outdated industry for the better.
As part of Octopus, a £multi-billion group, we breathe new life into constrained sectors through platforms like Octopus Energy, Octopus Investments, and Octopus Money. Explore our mission on the Seccl website.
Seccl is growing rapidly and will scale rapidly over the next few years. We’re looking for an Operations Delivery Lead to shape our tax wrapper operations team at a pivotal stage.
The Role
We’re seeking an experienced Operations Delivery Lead to oversee the operational delivery of Seccl’s SIPP and ISA products. You will:
- Build and refine the operational structure, processes, and controls required to support the growing tax-wrappers business.
- Ensure scalability while maintaining excellent customer outcomes.
- Design scalable operational frameworks, aligned with regulatory and legislative requirements—especially for pensions and tax wrappers—creating systems that incorporate robust controls from the outset.
Reporting to the Head of Payments & Reporting, this role involves owning, redesigning, and implementing new ways of working in partnership with Product, Engineering, and Technical Services. It’s a hands-on leadership position requiring:
- Resolving complex operational challenges
- Building high-performing teams
- Cultivating ounding operational excellence
Daily Responsibilities
- Lead end-to-end performance of the SIPP and ISA operations tax-wrappers team
- Mentor, coach, and develop a growing team of operations specialists, fostering a client-first and ownership-driven culture
- Uphold operational SLAs, SLOs, and customer outcomes across all SIPP and ISA processes
- Develop workforce planning, capacity forecasting, and resource models to support growth
- Drive operational readiness for new client onboarding and product launches
- Serve as the primary escalation point for incidents, coordinating response, communications, root cause analysis, and lasting fixes
- Provide operational oversight and support for regulatory reporting
- Collaborate with Product/Engineering teams to:
- Optimise workflows
- Automate where possible
- Enhance controls
- Mitigate operational risk at scale
- Promote continuous improvement, accountability, and operational excellence
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Ideal Candidate
You will thrive if you have experience in:
- Operational leadership within pensions, platforms, wealth management, or fintech.
- SIPP operational expertise, with a deep understanding of pensions administration.
- Experience leading teams through rapid growth, navigating substantial change.
- Designing and implementing scalable operational processes, operating models, and cross-team workflows.
- A strong grasp of the regulatory environment, including Consumer Duty, CASS, and country-specific tax wrapper (pension/ISA) obligations.
- Ability to handle complexity and exceptions with a calm, decisive, and client-focused approach.
- Proven track record of improving operations via cross-functional partnerships with teams like Product, Engineering, and Risk.
- Data-driven mindset, with effectiveness in using MI/operational metrics to guide strategy.
- Strong ability to communicate and influence stakeholders and third-party partners.
This role is not for someone looking to:
- Operate solely with top-down instructions.
- Prefer a slow-paced environment; our speed and scalability demand agility and efficiency.
- Struggle with accountability or follow-through.
- Reluctant to embrace rapid change, ambiguity, and growth-related ambiguity.
Measuring Success
- The team has clear priorities, high standards, and confidence in managing daily SIPP and ISA operations.
- Excellent customer service delivered to all client firms across SIPP and ISA processes.
- Controls are robust, well-evidenced, and continuously improved.
- Workplace processes become simpler, safer, and more scalable.
- The team feels well-supported, challenged, and proud of delivering value to customers.
What’s in it for you?
We offer a rare balance of benefits focused on your well-being, career development, and lifestyle:
✅ Competitive salary: £50,000 – £70,000 (depending on experience) + annual review. 💙 27 days holiday + 8 bank holidays (with some flexibility) + birthday day off + 3 days (FT) chidcare/dependent remote working days per year. 🌱 2 days paid volunteering per year. 🌱 6-week flexibility to work abroad per year. 💡 Secclbrate: Recognition program with rewards including flexible extra pay, additional holiday, and enhanced learning budget. 🏅 Sabbatical pay: One month paid sabbatical after 8 years of service. 🏥 6% employer pension contribution and life assurance. 🏥 Private medical insurance with AXA Health. 👪 Enhanced Parental Leave. 💻 MacBooks and a £500 home office set up allowance. 📖 £750 per person annual learning budget. 🌻 Health and wellbeing initiatives including free therapy via Wellness Cloud, mental health support via Headspace. 💰 Strong financial wellbeing focus – Access to Octopus Money, Share Incentive Plans, and legacy planning solutions through Octopus Legacy. 🎁 Perkbox: Flexi-points for various discounts (e.g., free weekly coffee, gym memberships, retail savings). 🚲 Cycle to Work program and EV leasing via Octopus.
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Our Company Culture
We put people first, building a transparent, inclusive, and diverse environment that values diverse thoughts, challenges, and innovation.
- Check out our Glassdoor reviews for employee insights.
- For updates and perspectives on our team, follow Seccl LinkedIn.
Interview Process
An interview is a two-way conversation. You’ll have the chance to learn about us; bring questions and be curious! We’re typically looking for applications throughout the next phase before closing the role. Submit your application promptly and expect to hear back within 1-2 weeks.
The process usually includes:
- Stage 1: A 45-minute competencies-based interview with two operations leads.
- Stage 2: A 1-hour technical interview / assessment with your senior manager.
- Stage 3: A 45-minute bar-raiser culture-based conversation.
Inclusivity & Diversity
We’re committed to building a diverse, inclusive firm. Applications will be judged solely on fit—regardless of age, ethnicity, religion, gender identity, (lack of) military experience, disability status, or any other characteristic.
If this aligns with your ambitions—or you’re equally enthusiastic we’ll be excited to hear from you!
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