Platform Dealing Administrator

12-Month Fixed Term Contract

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 – £31,000 depending on the experience you can bring  

Closing date: 5th December 2025

We’re the UK’s largest investment platform, and we put financial wellbeing at the heart of our organisation. We work with customers, financial advisers and employers to provide pensions, savings and investment solutions.   

  

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’re looking for a Platform Dealing Administrator to join our Finance team in Edinburgh. In this key role, you’ll dive into the core of platform operations — from dealing processes and technology to tax wrappers and regulatory frameworks.

We’re looking for a proactive, solutions focused individual with a flexible can-do attitude who takes full ownership of every customer transaction.

If you're passionate about delivering excellence and thrive in a fast paced, collaborative environment, this could be the perfect next step in your career.

Key Responsibilities include:

  • Manage trade aggregation and placement with Investment Managers/Stockbrokers using various channels (EMX, fax, secure transfer, phone), including contract note processing, asset data input and corporate actions

  • Liaise with Fund Managers, Stockbrokers and third parties to resolve process exceptions

  • Recommend and help implement new processes, procedures and technology improvements to enhance customer experience and operational efficiency

  • Stay informed on platform updates and regulatory changes

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

  • Good understanding of the Financial Services industry

  • Proven ability to deliver outstanding customer service, ensuring a positive and professional client experience

  • Experience in handling complex customer queries and issues, with a strong track record of driving them through to effective resolution.

  • Experience consistently following established procedures and compliance standards to ensure accuracy and mitigate risk.

  • Excellent administrative skills, with strong attention to detail and accuracy in task execution

  • Strong interpersonal skills, with the ability to build effective working relationships across teams and stakeholders

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.