Platform Rec & Controls Administrator

Aegon; City of Edinburgh; Hybrid; GBP 25,000 - 38,000; Full time

Benefits offered by this job

Pension scheme

Private medical cover

34 days leave per year

Job summary

Aegon in Edinburgh is seeking a Platform Rec & Control Administrator to support reconciliation processes and ensure regulatory compliance. This in-person/hybrid role emphasizes ownership of customer transactions and high-quality service within the Platform Investment Administration team.

You will perform checks, process reconciliations, investigate issues, and contribute to continuous improvements while staying informed on regulatory changes and Aegon’s strategic direction.

Qualifications

• Experience within a Financial Services organisation.
• Understanding of CASS/Client Money regulations, rules and practices.
• Strong grasp of banking and reconciliation solutions, tax wrappers and associated regulations.
• The ability to work independently and prioritise workload while meeting deadlines.

Responsibilities

• Ensure consistency with procedures, perform process checks, and manage error control
• Take ownership of timely processing, reconciliation, and reporting activities
• Investigate and resolve issues or exceptions that arise during processing
• Manage exceptions resulting from processing failures, identifying root causes and implementing solutions outside standard procedures
• Provide assurance on the quality of colleagues’ work to minimise errors and deliver excellent customer service
• Take responsibility for your own development by working towards capability matrix goals and building a full understanding of end-to-end platform processes
• Recommend and contribute to improvements in procedures, processes, and technology to enhance customer experience, reduce risk, and improve efficiency
• Stay informed about changes to the platform proposition, regulatory requirements, and Aegon’s strategic direction

Skills

Experience in FS

CASS knowledge

Reconciliation knowledge

Platform investments

Independence

Attention to detail

Adaptability

Learning mindset

Job description

**Platform Rec & Control Administrator** **Location: 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: Friday 16 October 2026** 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 currently have an exciting opportunity to join our Platform Investment Administration team. You’ll be responsible for supporting reconciliation processes and ensuring compliance with relevant regulations.We’re looking for someone 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 control* Take ownership of timely processing, reconciliation, and reporting activities* Investigate and resolve issues or exceptions that arise during processing* Manage exceptions resulting from processing failures, identifying root causes and implementing solutions outside standard procedures* Provide assurance on the quality of colleagues’ work to minimise errors and deliver excellent customer service* Take responsibility for your own development by working towards capability matrix goals and building a full understanding of end-to-end platform processes* Recommend and contribute to improvements in procedures, processes, and technology to enhance customer experience, reduce risk, and improve efficiency* Stay informed about changes to the platform proposition, regulatory requirements, and Aegon’s strategic direction **We’d love to hear from you if you have:** * Experience within a Financial Services organisation* Understanding of the principles of CASS/Client Money regulations, rules and practices* Strong grasp of banking and reconciliation solutions, tax wrappers and associated regulations* Good knowledge of the platform market, competitors, and platform investments* The 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 guidance* Keen attention to detail, solving problems creatively* Ability to adapt to new challenges and technologies, adjusting strategies to meet evolving goals, with the ability to learn quickly and manage change positively **What’s in it for you?** * We’re serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we’ll put in 9%. If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us).* 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, visit our careers site. **Join us and be part of a dynamic team where your skills will make a difference! Apply now!** **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.