Platform Recs & Controls Team Leader

Aegon UK Corporate Services Ltd; City of Edinburgh; Hybrid; GBP 43,000 - 65,000; Full time

Benefits offered by this job

Enhanced pension scheme

Discretionary bonus

34 days leave per year

Private medical cover

Life assurance

Cycle to work scheme

Retail discounts

Job summary

Aegon UK Corporate Services Ltd in Edinburgh is seeking a Platform Reconciliation & Control Team Leader to oversee income processing, asset reconciliation, and regulatory compliance within the Client Money regulations.

The role requires strong people leadership, collaboration across teams, and delivery of audits, tax reporting, and SOX controls. The hybrid model requires in-office presence at least 40% of time.

Qualifications

• Knowledge of Client Money Assets Sourcebook (CASS) rules and regulations.
• Banking industry knowledge and payment practices.
• Investment platforms and marketplace products knowledge.
• Finance qualification – CISI IOC or equivalent(s).
• Basic PAYE and tax reporting knowledge desirable.

Responsibilities

• Ensure the team meets income processing and asset reconciliation deadlines.
• Oversee compliance related to CASS audits and internal/external audits.
• Oversee platform tax reporting data preparation and HMRC delivery.
• Maintain SOX controls and evidence to mitigate exposures.
• Lead change initiatives and deliverables to improve processes and controls.
• Contribute to department business plan delivery and initiatives.
• Collaborate with technical SMEs to support customer initiatives.

Skills

People management

Oral and written communication

Collaboration across teams

Organization and planning

Adaptability

Education

CISI IOC qualification or equivalent

Job description

Job Description Summary Job Description Platform Rec & Control Team Leader 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 £43,120 - £64,680 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.

Key responsibilities

• Ensure the team’s adherence to income processing and asset reconciliation deadlines
• Perform oversight and compliance activity relating to the work of the team covered by the Client Money Regulations (CASS Rules)
• Assist and complete work relating to Internal Audits and any Compliance Monitoring queries, while also working with external Audit partners to ensure delivery of Aegon’s statutory and CASS audits.
• Oversee the preparation of some platform tax reporting data and ensure successful delivery to HMRC.
• Ensure all controls are operating effectively and evidence retained to mitigate exposures and that all processes adhere to SOX principles.
• Highlight areas of weakness and act where appropriate.
• Contribute to change initiatives in Investment Admin by suggesting areas of improvement.
• Take ownership of specific change deliverables to drive this forward in the team with a focus on improving processes and controls.
• Ensure the team contribution to the delivery of the department business plan and associated initiatives is met.
• Working as and with technical subject matter expert colleagues to achieve customer initiatives, while maintaining and driving forward regulatory change

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

• Strong people management skills, with a track record of managing staff/teams
• Strong oral & written communication, which is clear, tailored and suited to audience.
• Team player who demonstrates good collaboration across teams and different functions.
• Ability to demonstrate organization and planning, requiring little direct supervision, and demonstrate an ability to prioritise tasks both independently and for the wider team.
• Can demonstrate a track record of being adaptable and responsible to changing priorities.

Knowledge

• Knowledge of Client Money Assets Sourcebook (CASS) rules and regulations.
• Knowledge of the banking industry and payment practices.
• Knowledge of Investment Platforms and associated marketplace products.
• Achieved, working toward, or willing to work toward Finance Qualification – CISI IOC exams or equivalent(s).
• Basic PAYE and tax reporting knowledge desirable, but not essential.

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!

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, sexualorientationor gender identity.

Our story started over 190 years ago, right here in the UK. We were originally founded as Scottish Equitable, but today we’re part of Aegon. We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation. As 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. Working at Aegon, you'll play an important part in helping achieve this.

Read more about life at Aegon here - https://www.aegon.co.uk/careers