Account Executive - Partner Launch

We are looking for a talented Account Executive to join our team.

Account Executive - Partner Launch

Who are we?

At Seccl, we’re on a mission to rebuild the infrastructure of investments and advice. We provide the technology that allows people to access financial markets – buying and selling investments, and holding them in tax wrappers like ISAs and pensions.

Our software allows ambitious fintechs to quickly get to market with innovative investment or advice products – and helps financial advisers and investment managers to build stronger, more valuable businesses, by operating their own investment platform.

Ultimately, we want to create a world where everybody can access the financial markets, or find the help they need, more easily and affordably than ever.

We recently became part of the Octopus Group – an innovative, £9bn+ group of companies that’s on a mission to breathe new life into energy and financial services, and improve the lives of millions of people.

How can you help?

We have an exciting opportunity for an ambitious, empathetic and talented ‘people person’ to join our small, dynamic team as an Account Executive – Partner Launch.

You’ll be the primary source of contact for our newly signed clients, steering them through the onboarding process. In order to do this, you’ll quickly need to gain a deep understanding of our clients’ businesses, helping them get to grips with how they will interact with our technology so that they can launch their new platform proposition.

What will you be doing?

On a day-to-day level, you’ll…

  • Be the primary contact and onboarding manager for new clients during their crucial set-up period, working with all areas of our business, including product and tech teams to help firms transition off their existing technology and onto our own
  • Work with the Partner Launch Lead to get legal agreements set-up with our new clients
  • Strive to find the balance between on-boarding firms quickly and smashing expectations, while at the same time making sure tasks are completed thoroughly and accurately
  • Handle queries of all types from clients ranging from fintechs to financial advisers. These will be hugely diverse in nature – and will include legal questions, technical queries related to integrating with our APIs.
  • Generating MI and reporting analytics – for example identifying recurring issues and feature requests and monitoring trends to drive innovation in the on-boarding process
  • Thinking of new and unexpected ways to ‘wow’ our customers

Who are we looking for?

You’ll be someone who’s…

  • Confident, smiley and enjoys making customers feel totally taken care of
  • A people person with strong communication skills. You’ll be able to easily build rapport, and adapt your style depending on the client or situation.
  • Interested in technology and hungry to learn and develop new skills. You’ll buy into the fact that technology can improve financial services – and specifically wealth management – for the better
  • Proactive, resilient and comfortable with ambiguity. You’ll like working at pace, thinking on your feet and spinning plates
  • Empathetic, kind and with bags of innate integrity. You’ll do the right thing, even when no-one’s watching

How do we work?

We’re a team of ambitious, talented, and creative people who are passionate about using technology to improve our financial world.

We have a positive, open environment that promotes fresh ideas, challenge and experimentation, and encourages continual learning. We provide flexible working that focusses on delivery rather than just focusing on hours worked.

We’re based in the historic City of Bath, a stone’s throw from the train station. (Literally. You could hit it from our office.)

And the vital statistics?

  • Competitive salary
  • Flexible working arrangements
  • Exposure to the latest technology and an opportunity to help shape the future direction
  • 27 days holiday and a day off for your birthday
  • Pension & Life Assurance

Like what you see?

Just send your CV to and the People Team will be in touch.