Client Onboarding Analyst

Job title:

Client Onboarding Analyst

Company:

Aegon

Job description

Job Description SummaryJob DescriptionClient Onboarding AnalystPermanentLocation: 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 bringClosing date: 28th May 2025People 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 timescalesProviding feedback to the Implementation team on client requirements and business system capabilitiesProcessing of bulk financial transactions either via excel spreadsheet upload or into front end system user interfaceMaintaining data accuracy and integrity in all analysisHandling large data sets comprising of pension scheme members’ personal and investment informationWe’d love to hear from you if you have:Exceptional excel skills: extensive knowledge of lookups, pivot tables, tables, complex Macros etcExperience of analysing and processing large data sets involving confidential member informationMeticulous attention to detail, ensuring accuracy in all aspects of data managementAbility to work under pressure and deliver results within tight deadlinesExcellent communication and interpersonal skills to interact with both internal and external stakeholdersAbility to understand multiple business processes across various functions & systemsExperience of minimising risks and multitasking/prioritising effectivelyWhat’s in it for you?A non-contributory pension between 8%-12%A discretionary bonus, depending on personal and company performance34 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 AegonWe’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 bitsWe’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.

Expected salary

Location

Peterborough

Job date

Fri, 16 May 2025 03:13:57 GMT

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