Job Description Summary Job Description Money Processing and Reporting Team Manager Fixed Term Contract until February 2027 Location: Witham (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 £42,480 - £63,720 depending on the experience you can bring Closing date: 21 August 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 have a new opportunity available for a Money Processing and Reporting (MPR) Team Manager to join our team on a Fixed Term basis. In this role you will focus on key delivery and contribution to the department’s Money processing and tax reporting deliverables, ensuring the team’s compliance and adherence to all relevant regulatory requirements. You will maintain management and oversight responsibility for the MPR team to ensure the relevant functions of that team and the wider department are carried out in adherence to client service level agreements and Aegon’s internally documented control framework. Key Responsibilities include: Ensure the team’s adherence to payment processing deadlines and quality control Oversee our regulatory tax reporting across a suite of different regulatory returns 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 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. We’d love to hear from you if you have: Strong people management skills, with a track record of managing teams Can demonstrate a track record of being adaptable and responsible to changing priorities. Knowledge of Client Money Assets Sourcebook (CASS) rules and regulations. Knowledge of the banking industry and in particular payment practices. Basic PAYE and tax reporting knowledge desirable, but not essential. Strong oral & written communication, which is clear, tailored and suited to audience. What’s in it for you? We’re enhancing our pension from November 2025. If you put in 7% of your salary, we’ll top it up by a further 13% A discretionary bonus, depending on personal and company performance 36 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 click here. Ready to take your career to the next level? 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. A high-level competence requirement applies to individuals engaged in the regulated activity in all UK authorised firms. This role is involved in activities covered by FCA Training and Competence Sourcebook including the need to attain qualifications within agreed timescale as a condition of employment. This requirement forms part of fit and proper assessment for Senior Management and Certification regime certification. This role falls in scope of the Certification Functions subject to the Senior Manager and Certification Regime, your ongoing employment is conditional upon you being deemed a fit and proper person and maintaining your certification 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.