Finance Assistant

Job Description Summary Job Description Finance Assistant 12 Month FTC 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 £25,760 - £38,640 depending on the experience you can bring Closing date: 4 October 2026 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.

Key Responsibilities

• Deliver day-to-day finance operations activity to agreed quality standards and deadlines
• Own and complete daily bank, control account and funding reconciliations; investigate breaks and ensure timely resolution
• Process and reconcile Accounts Receivable and Accounts Payable activity
• Process receipts and payments, and prepare/review/authorise ledger journals in line with controls and delegated authorities
• Prepare and process journals, including accruals and prepayments
• Prepare accounts to trial balance level, including balance sheet substantiation and readiness for month-end reporting
• Produce regular MI and reporting for Finance stakeholders, explaining movements and variances clearly
• Produce cash books for trust-based clients and support associated control procedures

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

• Strong reconciliation skills with the ability to investigate differences and resolve to root cause
• Strong analytical skills (comfortable working with large data sets, identifying trends and explaining movements)
• Clear communication and stakeholder management skills - able to explain finance topics to non-finance audiences
• Good understanding of general ledger accounting
• Understanding of month-end processes, including preparation of accounts to trial balance level
• Strong PC skills, particularly Excel (e.g., pivot tables, lookups) to support reconciliation and analysis
• Experience working in a finance operations or accounting environment - Financial Services preferred though not essential
• Accounting qualification or working towards ACCA/CIMA is preferred 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.

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.