Platform Reconciliation & Controls Administrator

Job title: Platform Reconciliation & Controls Administrator

Company: Aegon


Job description: Job Description SummaryJob DescriptionPlatform Reconciliations & Controls AdministratorPermanentLocation: 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 bring.Closing date: 29 June 2025As a purpose-led business, we’re focused on supporting our customers as they navigate through new stages of their lives and all the moments that matter. 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.In this role, you will support key processes and work across the Reconciliations and Controls department within Edinburgh.You will work as part of a team to facilitate and deliver monthly and daily processes and undertake client transaction reconciliation and processing activity, while adhering to appropriate regulatory guidance and internal timescales.In this role you will support the business operation by completing several critical business processes. Additionally, you will work to support the delivery of the functions regulatory and internal reporting requirements, whilst engaging with our Operations teams to ensure prompt and accurate funding is in place, timely payment and transfer processing and tax submissions completed within timelines.Key Responsibilities:You will take responsibility for operating and maintaining core team processes, money processing and reporting for four nominee companies, ensuring consistencies against procedures, process checking and error control.You will take responsibility for the timely processing, reconciliation and reporting activities including investigating any issues or exceptions that may arise in your processes.Process the management of exceptions arising from the team’s core work, this is typically, the result of processing failures that require investigation and a solution outside the standard model.Take responsibility for own development and work towards completing capability matrix measures and actively seek to build a full working knowledge of all end-to-end processes of the platform.Provide assurance to your colleagues work to ensure that errors are minimised and the customer receives the best quality service.We’d love to hear from you if you have:Strong level of numeracy, accuracy, and attention to detail.Excellent verbal and written communication skills.Ability to develop collaborative relationships with team and department members.Understanding of the principles of Client Money regulations, rules, and practices.Strong grasp of banking and reconciliation solutions (Cash and Assets), tax wrappers and associated regulations.Good knowledge of the platform market, competitors, and platform investments.Knowledge of Dividend/Distribution regulations, Asset Reconciliation and Cash Reconciliation is desirable.What’s in it for you?A non-contributory pension between 8%-12%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.Join 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.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.

Expected salary: £25360 – 38040 per year

Location: Edinburgh

Job date: Sun, 15 Jun 2025 02:09:24 GMT

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