Wealth Administration Associate

 

Join Aon’s dynamic team in Birmingham as a Wealth Administration Asscoiate, where you’ll play a key role in supporting the delivery of high-quality work to our client teams. This is a fantastic opportunity to be part of a collaborative environment focused on precision, process, and client service.

 

As a Wealth Administration Associate, you will:

 

Support process-driven operations within our UK Wealth production team.Follow established procedures to deliver accurate, high-quality outputs.Manage and maintain data records efficiently and in line with internal standards.Perform automated pension and investment calculations for client teams.Generate regular reports and maintain workflow documentation.Liaise with internal teams and third parties to ensure smooth information flow.Conduct initial checks on colleagues’ work for data accuracy and report quality.Organise and prioritise daily tasks and incoming mail.Ensure all documentation is stored and managed appropriately.Adhere to Aon’s Risk Management Framework and compliance policies.

 

We’re seeking someone who is:

 

Educated to GCSE level (or equivalent), including English and Maths at grade 4/5 (C) or above.Comfortable working with numbers and data.Proficient in MS Office, especially Excel and Word.Experienced in an office or administrative setting (preferred).Detail-oriented, organised, and able to manage time effectively.A strong communicator with excellent interpersonal skills.A team player who works inclusively and collaboratively.Positive, proactive, and open to suggesting improvements.Committed to acting with integrity and professionalism at all times.

 

If you’re ready to bring your skills to a role that values accuracy, teamwork, and continuous improvement, we’d love to hear from you!

 

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on [email protected]

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

 

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