Platform Rec & Controls Administrator
transamerica · Edinburgh, UK · United Kingdom · Hybrid
Pay: GBP 25,360 – 38,040 a year
Posted Oct 2, 2026
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Job Description Summary
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…