Job Description SummaryJob DescriptionPlatform Reconciliation & Controls Administrator1x Permanent & 1x 12-Month Fixed Term ContractLocation: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 40% of their time)Salary: A competitive salary from £25,360 – £38,040 depending on the experience you can bringClosing date: Friday 5th SeptemberPeople are living longer and we’re excited by the opportunities this brings to help people live their best lives. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it – however grand or humble their ambitions.We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.We currently have two exciting opportunities to join our Platform Investment Administration team – 1 Permanent and 1 Fixed Term Contract. In both roles, you’ll be responsible for supporting reconciliation processes and ensuring compliance with relevant regulations.We’re looking for individuals with a strong understanding of reconciliations, a proactive mindset, and a commitment to delivering high quality service by taking full ownership of each customer transaction.Key Responsibilities include:Ensure consistency with procedures, perform process checks, and manage error controlTake ownership of timely processing, reconciliation, and reporting activitiesInvestigate and resolve issues or exceptions that arise during processingManage exceptions resulting from processing failures, identifying root causes and implementing solutions outside standard proceduresProvide assurance on the quality of colleagues’ work to minimise errors and deliver excellent customer serviceTake responsibility for your own development by working towards capability matrix goals and building a full understanding of end-to-end platform processesRecommend and contribute to improvements in procedures, processes, and technology to enhance customer experience, reduce risk, and improve efficiencyStay informed about changes to the platform proposition, regulatory requirements, and Aegon’s strategic directionWe’d love to hear from you if you have:Experience within a Financial Services organisationUnderstanding of the principles of CASS/Client Money regulations, rules and practicesStrong grasp of banking and reconciliation solutions, tax wrappers and associated regulationsGood knowledge of the platform market, competitors, and platform investmentsThe ability to work independently and prioritise your workload effectively by focusing on critical priorities, using time management to meet deadlines, while also having access to a supportive team for collaboration and guidanceKeen attention to detail, solving problems creativelyAbility to adapt to new challenges and technologies, adjusting strategies to meet evolving goals, with the ability to learn quickly and manage change positivelyWhat’s in it for you?We’re enhancing our pension from November 2025. If you put in 7% of your salary, we’ll top it up by a further 13%A discretionary bonus, depending on personal and company performance34 days leave per year (including bank holidays, pro-rated for part-time)We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at AegonJoin us and be part of a dynamic team where your skills will make a difference! Apply now!The legal bitsWe’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.Equal Opportunity Employer:We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
