Manager (Wealth Management & Retail Investments)

Seccl

Location: Edinburgh - Hybrid with two days a week in our George Street 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We’re B-Corp certified with an amazing product-market fit, impressive early traction and the potential to transform an outdated industry, for the better.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 experienced Operations delivery lead to join our tax wrapper operations team at an exciting stage of growth. This role will lead the operational delivery of Seccl's SIPP and ISA products. You'll be responsible for building the operational structure, processes and controls required to support a growing tax wrappers operation, ensuring we can scale efficiently whilst continuing to deliver excellent customer outcomes. A key part of the role will be designing and embedding scalable operational processes that align with the specific regulatory and legislative requirements of pensions and tax wrappers, ensuring robust controls are built into the operating model from the outset. Reporting to the Head of payments & reporting, you'll lead a specialist team focused on pensions and tax wrappers. Partnering closely with product, engineering, technical services, you’ll have genuine scope to own, redesign and implement new ways of working to deliver operational excellence. This is a hands-on leadership role for someone who enjoys solving complex operational challenges, building high-performing teams and creating scalable processes from the ground up. ON A TYPICAL DAY YOU WILL BE… * Owning end-to-end performance of SIPP and ISA operations tax wrappers team * Leading, coaching and developing a growing team of operations specialists, building a culture of ownership and client-first delivery. * Ensuring delivery of operational SLAs, SLOs and customer outcomes across all SIPP and ISA processes * Building workforce planning, capacity forecasting and resource models to support volume growth * Driving operational readiness for new client onboarding and product launches * Acting as escalation point for incidents, coordinating response, communications, root cause analysis and lasting fixes. * Supporting regulatory reporting activities and ensure appropriate operational oversight * Partnering with Product/Engineering to improve workflows, automate where possible, enhance controls and reduce operational risk at scale. * Creating a culture of continuous improvement, accountability and operational excellence THIS ROLE’S FOR YOU IF... * You have significant operational leadership experience within pensions, platforms, wealth management or fintechs * You have strong SIPP operational expertise with a deep understanding of pension administration processes * You have experience leading and developing operational teams through periods of growth and change * You have demonstrable experience designing scalable operational processes and operating models * You have strong understanding of how the regulatory environment shapes pension and investment operations, including Consumer Duty, CASS, pension and ISA-specific regulatory obligations. * You thrive in complexity and exceptions: calm, decisive, and client-focused when issues arise. * You have a track record of delivering improvements by partnering with Product/Engineering/Risk to strengthen controls and enable scale. * You have a data-driven mindset with experience using MI and operational metrics to drive decisions * You communicate confidently and influence stakeholders across teams and external partners. 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 SUCCESS LOOKS LIKE IN THE ROLE: * The team has clear priorities, strong standards and the confidence to manage SIPP and ISA operations well each day. * Excellent customer service is provided to all of our client firms across all SIPP and ISA processes * Controls are well understood, well evidenced and continually improved as Seccl grows. * Operational processes become simpler, safer and more scalable. * The team feels supported, challenged and proud of the service it delivers to our customer firms and their end investors. 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 £50,000 and £70,000 – 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 competencies-based interview with two of our operations leads * Second stage – one-hour technical interview or assessment with the hiring manager * Final stage – 45 mins bar-raiser culture-based interview ⏳ 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!

Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.  There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team Reporting to the Head of Funds Finance - Equity & Listed Vehicles, the Senior Equity Finance Manager owns day-to-day finance across these portfolios: accurate financial reporting, cash and liquidity management, financial control, statutory compliance and Board reporting, working closely with administrators, auditors, tax advisers and internal stakeholders across the investment lifecycle. The Roles Key Responsibilities Key Accountabilities * Own the day-to-day finance activities across the VCT, Energy and Housing portfolios. * Ensure timely, accurate financial reporting and statutory compliance. * Maintain effective financial controls and support governance requirements. * Develop strong relationships with fund administrators, auditors, tax advisers and investment teams. * Identify opportunities to improve finance processes and reporting. Venture Capital Trust (VCT) * Review quarterly management accounts from fund administrators. * Prepare quarterly Board Packs. * Cashflow forecasting. * Process subscriptions and redemptions. * Review investment valuations. * Monitor compliance with VCT rules. * Manage interim and annual reporting, including audit. Energy * Preparation of quarterly management accounts. * Cash and liquidity management. * Invoice processing. * Coordinate statutory accounts and tax return filings. * Manage funds flows on financial close and drawdowns. * Track expenditure against Board-approved budgets. * Review project company monthly accounts. * Assist with tax and deal structuring on acquisitions. Housing * Review monthly management accounts of fund administrators. * Manage quarterly interest payments. * Manage intercompany dividends, cash sweeps and corporation tax payments on account. * Review statutory accounts and tax returns for 14 entities. * Issue annual rent demands. Key Relationships * Head of Equity Finance. * Investment teams. * Fund administrators and other service providers. * External auditors and tax advisers. * Board members. Experience * Extensive years PQE (ACA, ACCA or CIMA). * Experience in investment trusts, funds or financial services desirable. * Strong technical accounting and reporting skills. * Advanced Excel and financial systems capability. * Excellent organisation, communication and stakeholder management. Personal Qualities: * Highly organised, with strong attention to detail and accuracy against tight reporting deadlines. * Confident, clear communicator, able to build trust with senior stakeholders, auditors and Board members. * Proactive and solutions-focused, comfortable taking ownership of complex financial processes. * Collaborative team player, working effectively with third-party administrators and cross-functional colleagues. * Resilient and adaptable, able to manage multiple portfolios and competing priorities. Why Join us? * You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued. * Be part of a growing and innovative team * We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression. * Opportunities for professional development and career progression. At Triple Point, high performance means living our values every day: * Stay Curious. * Be Generous. * Take Thoughtful Action. * Pull Together. * Own It. In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.   Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.  Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.  STRICTLY NO AGENCIES

Triple Point

Since 2004, we’ve been bringing investment ideas to life and connecting capital with the right people and opportunities. Today, we manage more than £2.5 billion for a broad range of investors across five key investment strategies: Private Credit, Social Housing, Clean Heat, Energy and Venture. These strategies underpin the innovative range of investments we offer to both private (retail) and institutional clients.  There are 230+ employees at Triple Point, all committed to leaving the world demonstrably better than we found it. That’s why we’re a certified B Corp, signed up to the Principles for Responsible Investment, and were named a Sunday Times 'Best Place to Work  2025 & 2026'. If this sounds like an environment where you would flourish, then read on… The Function & Team  The Strategic Partnerships team is responsible for developing and managing Triple Point’s key distribution relationships with national advice firms, adviser networks, service providers, and other influential organisations across the UK financial services market.  Part of the wider Retail Sales function of approximately 40 colleagues, the team plays a critical role in driving growth across Triple Point's adviser-led investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and Income Service products.  This role sits within a team of four Strategic Partnerships professionals who work collaboratively to strengthen existing relationships, identify new business opportunities, and enhance Triple Point's presence within the adviser community. The team combines strategic account management with business development activity, helping to broaden distribution, deepen partnerships, and support the delivery of sustainable growth across the business.  The Role   * Build and manage relationships with a portfolio of key accounts to become a trusted partner, influencing senior stakeholders across national advice firms, networks, and strategic partners to increase awareness, engagement, and distribution of Triple Point's investment solutions.  * Partner closely with the Business Development team to support activity within key accounts - sharing market intelligence and building their understanding of advice guidance.  * Proactively expand relationships within advice firms through outbound activity, including telephone engagement, email campaigns, LinkedIn networking, and targeted prospecting.  * Deliver impactful training sessions and relationship meetings across virtual, in-person, and event settings, representing Triple Point professionally and building brand awareness across the adviser market.  * Collaborate with Marketing, Retail Strategy and other internal stakeholders to develop innovative content, campaigns, and collateral that enhance adviser engagement and support commercial objectives.  * Gather and communicate market insights, adviser feedback, and industry trends to help inform product development, proposition enhancements, and strategic decision-making.  * Take ownership of individual and team objectives, applying a broad commercial mindset to spot opportunities across the client base, support their progression, and protect existing business; contributing to the continued growth of the Strategic Partnerships function and the Retail Sales business.  Experience   Essential  * Strong knowledge of tax-efficient investment solutions, including Business Relief, Venture Capital Trusts (VCTs), and other adviser-led investment products.   * Ability to confidently engage with Financial Advisers and specialist firms, articulating the benefits, underlying investment strategies, risks, and key mitigants associated with tax-efficient solutions.  * Broad understanding of the UK financial services and intermediary market, including adviser firms, networks, platforms, and distribution channels.  * Demonstrate strong business development and stakeholder engagement skills, able to build credibility and influence at all levels.  * Commercially minded, able to identify opportunities for business growth and deepen strategic partnerships.  * Strong organisational and project management skills, able to manage multiple priorities and stakeholders effectively.  * Experience within financial services business development, strategic partnerships, key account management, or adviser-facing sales roles.  Desirable  * Hold, or be working towards, a relevant professional qualification (e.g. CII, CISI or equivalent)  * Familiarity with CRM systems and data-led account planning.  Personal Qualities:   * Have a proven ability to own & manage your business development plan to build new and enhance existing relationships with relevant firms such as financial advice networks, wealth managers and other adviser-led distributors.  * Be a good networker – identify strategic opportunities to promote Triple Point’s investment solutions; be able to assess the financial & resource costs of these opportunities and prioritise accordingly.  * Be able to share your knowledge internally with colleagues & other stakeholders in a collaborative way to help them achieve business goals.    * Be pro-active & commercially aware, able to demonstrate how you will become a trusted partner and encourage the use of Triple Point solutions.  * Be resilient and adaptable, with the ability to respond positively to changing priorities, market developments, and business needs.  * Have strong analytical skills, able to interpret management information and complex datasets, identify trends, and translate insights into meaningful actions that support business growth.  Why Join us?  * You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.  * Be part of an innovative and growing team  * We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.  At Triple Point, high performance means living our values every day:  * Stay Curious.   * Be Generous.   * Take Thoughtful Action.   * Pull Together.  * Own It.  In line with our values Stay Curious and Take Thoughtful Action every employee has access to AI tools. We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgment.    Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.  Apply today for further information! Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company. Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.  STRICTLY NO AGENCIES