Client Onboarding Analyst

TN United Kingdom; Peterborough; Hybrid; GBP 27,000 - 42,000; Full time

Job summary

A leading company in financial services is seeking a Client Onboarding Analyst to join their Workplace Distribution team. The role requires advanced Excel skills and attention to detail, with responsibilities including data analysis and financial transaction processing. The ideal candidate will thrive under pressure and have excellent communication skills. This position offers a hybrid working model and various benefits.

Benefits

Non-contributory pension (8%-12%)

Discretionary bonus based on performance

34 days of leave annually

Private medical cover

Life assurance

Critical illness cover

Enhanced parental leave

Retail discounts

Cycle-to-work scheme

Subsidized dining

Qualifications

• Experience analyzing and processing large, confidential datasets.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Perform complex Excel calculations to support member asset transitions.
• Analyze and load member data within project timelines.
• Process bulk financial transactions via spreadsheets.

Skills

Excel

Attention to Detail

Communication

Job description

Job Description: Client Onboarding Analyst

Location: Edinburgh or Peterborough (Our hybrid model requires employees to work in the office at least 40% of the time).

Salary: £27,760 – £41,640, depending on experience.

At Aegon, we believe in helping people live their best lives, offering support with pensions, savings, and investments. We are committed to diversity, equity, inclusion, and belonging.

We are seeking a Client Onboarding Analyst to join our Workplace Distribution team. The ideal candidate will have advanced Excel skills, keen attention to detail, and the ability to perform under pressure.

Key Responsibilities:

1. Perform complex Excel calculations to support member asset transitions, including lookups, macros, and pivot tables.
2. Analyze and load member data within project timelines.
3. Provide feedback on client requirements and system capabilities to the Implementation team.
4. Process bulk financial transactions via spreadsheets or system interfaces.
5. Maintain data accuracy and integrity.
6. Handle large datasets involving sensitive pension member information.

Candidate Requirements:

• Exceptional Excel skills, including lookups, pivot tables, and macros.
• Experience analyzing and processing large, confidential datasets.
• Meticulous attention to detail.
• Ability to work under pressure and meet deadlines.
• Excellent communication and stakeholder interaction skills.
• Understanding of multiple business processes and systems.
• Experience in risk minimization and effective multitasking/prioritization.

Benefits:

• Non-contributory pension (8%-12%).
• Discretionary bonus based on performance.
• 34 days of leave annually, including bank holidays (pro-rated for part-time).
• Private medical cover, life assurance, critical illness cover, enhanced parental leave, and lifestyle benefits such as retail discounts, cycle-to-work scheme, subsidized dining, and online GP appointments.

We welcome talented individuals eager to make an impact. If you're excited about new challenges and want to join a team that values your skills, apply today!

The legal bits:

You must have the right to work in the UK. Employment will be subject to checks including credit, criminal record, and references.

Equal Opportunity Employer:

We are committed to diversity and encourage applications from all qualified candidates regardless of age, disability, race, religion/belief, gender, sexual orientation, or gender identity.