Client Onboarding Analyst

Aegon UK; Peterborough; Hybrid; GBP 27,000 - 42,000; Full time

Job summary

A leading company in the financial sector is seeking a Client Onboarding Analyst to join their Workplace Distribution team. The role involves complex data analysis, ensuring accuracy in financial transactions, and requires exceptional Excel skills. You will work with large datasets and collaborate with various stakeholders to ensure smooth onboarding processes. The position offers a competitive salary and a range of benefits, including a non-contributory pension and generous leave.

Benefits

Non-contributory pension

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Retail discount vouchers

Cycle2work scheme

Subsidised restaurant

Qualifications

• Exceptional excel skills with knowledge of lookups, pivot tables, and macros.
• Experience in analyzing large data sets involving confidential information.

Responsibilities

• Completing complex excel calculations for member asset transitions.
• Maintaining data accuracy and integrity in all analysis.
• Processing bulk financial transactions via excel or front-end systems.

Skills

Excel

Data Analysis

Communication

Job description

Job Description Summary

Job Description

Client Onboarding Analyst

Permanent

Location:Edinburgh or Peterborough (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 £27,760 – £41,640 depending on the experience you can bring

Closing date: 28th May 2025

People 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 are looking for a Client Onboarding Analyst to join our Workplace Distribution team.

The ideal candidate will possess advanced Excel skills, a keen eye for detail and the ability to perform well under pressure.

Key Responsibilities:

• Completing complex excel calculations to support the transition of members assets into new defaults, with a view to leading any impact analysis (lookups, macros, pivot tables)

• Analysing and loading member data, in line with agreed project timescales

• Providing feedback to the Implementation team on client requirements and business system capabilities

• Processing of bulk financial transactions either via excel spreadsheet upload or into front end system user interface

• Maintaining data accuracy and integrity in all analysis

• Handling large data sets comprising of pension scheme members’ personal and investment information

We’d love to hear from you if you have:

• Exceptional excel skills: extensive knowledge of lookups, pivot tables, tables, complex Macros etc

• Experience of analysing and processing large data sets involving confidential member information

• Meticulous attention to detail, ensuring accuracy in all aspects of data management

• Ability to work under pressure and deliver results within tight deadlines

• Excellent communication and interpersonal skills to interact with both internal and external stakeholders

• Ability to understand multiple business processes across various functions & systems

• Experience of minimising risks and multitasking/prioritising effectively

What’s in it for you?

• A non-contributory pension between 8%-12%

• A discretionary bonus, depending on personal and company performance

• 34 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 Aegon click here.

We're looking for talented individuals who are ready to make a real impact. If you're excited about new challenges and want to work with a team that values your skills, apply today!

The legal bits

We’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.