Customer success executive

Location: Bath/London/Edinburgh

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 are part of the Octopus Group – an innovative, £12.5bn+ 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.

About the role

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

Supporting the Customer Support Lead, you’ll be helping new clients get to grips with our technology and supporting existing ones with an exceptional ongoing service – one that people will remember and recommend us for. We are looking for someone who will be the internal advocate for our clients, ensuring their voices (or issues) are put forward and resolved.

What will you be doing?

On a day-to-day level, you’ll…

Who are we looking for?

Someone who is…

Our culture and working environment

We’re a group of around 100 people on a purpose-driven mission to allow anyone to invest. We’re a regulated technology business with a mindset to shake things up, and the substance to not screw them up.

We are proud to cultivate a culture first, human environment and genuinely listen to our people about what matters to them most. As a result, we’re proud we’ve cultivated a transparent and inclusive environment that encourages diversity of thought, challenge and experimentation.

We have offices in Bath, London and (soon to be!) Edinburgh. We’re working as a hybrid team supporting each of our people to choose how they work best. We’ve always been supportive of flexible working that focuses on delivery and impact, rather than hours worked.

Don’t just take our word for it - check out our Glassdoor page for the latest reviews, or our Instagram and LinkedIn for company updates and insights from the team.

Our benefits

We offer a generous blend of benefits for the things that really matter to our people, including:

Like what you see?

Just send your CV to and Karoline or Janette from our people team will be in touch.