Recruitment

Doing the right thing is what we aim to do at Hodge.

We are a financial services business focused on the retail savings, commercial lending and retirement markets. The Hodge Foundation, a charity supporting the welfare, medical, academic and educational areas, owns 79% of our business. This drives us, knowing that by helping our customers to achieve their goals, we are also helping good causes that are important to us.

We have achieved significant growth over the last few years and have ambitious plans to expand further.

Our benefits package includes:

  • Generous pension scheme
  • Annual bonus
  • Private medical insurance
  • Life assurance
  • 25 days holiday per annum, plus an extra day off at Christmas
  • Various flexible options: childcare vouchers, cycle scheme, season ticket loans
  • Regular sports and social events
  • Use of gym and spa facilities
  • Weekly fruit delivery
  • Local discounts – coffee shops, restaurants, bars
  • Prestigious offices in city centre location

Current Vacancies

Customer Service Representative Salary: From £16,500 per annum + benefits

Hodge Lifetime’s customer service team deals with all in-bound telephone calls from clients and financial advisers, across the range of annuity and equity release products offered by the company.

Working as a member of that team, your main responsibilities will be to provide a quality “first point of contact” to all potential and existing customers, dealing with a variety of enquiries in a courteous, professional and knowledgeable manner. You will also be required to undertake relevant administrative duties as and when required – including outbound calls to request/clarify information, keeping accurate file notes of calls received, producing quotations and other relevant documents in accordance with company procedures, and handling email enquiries.

This role requires strong customer service skills and the ability to communicate effectively, both verbally and in writing. We are looking for someone who demonstrates a confident and friendly approach, and can remain patient and calm under pressure.

The preferred candidate will have recent experience of working in a similar customer services role within the financial services sector. A minimum of 5 GCSEs grade A-C (including English and Maths), is essential.

Apply Now

Business Development Manager (Field Based) – London/South East (M25 corridor) Salary: Competitive package + company car + benefits

Responsible for business generation within the intermediary market, you will have a desire to succeed and the ability to build and maintain relationships with financial advisers.

This role will suit someone with a proven 'first class record' in broker/financial adviser relationship management and business development, gained in a similar role within the mortgage market, ideally with knowledge of equity release products.

The successful candidate will be able to demonstrate a comprehensive understanding of the mortgage and/or equity release markets, coupled with outstanding communication and negotiation skills. You should have relevant financial services qualifications (e.g. CeMAP/CeRER).

The jobholder will be primarily field-based covering a wide geographical area across the UK, and would suit someone located centrally around the London/South East area.  A full and clean UK driving licence is therefore essential.

First stage interviews will be held in London on Tuesday 12th September.

Apply Now

Sales Manager Salary: £30,000 to £35,000 per annum (dependent on experience) + benefits

An exciting opportunity for a proactive, success-driven candidate with a strong business development/customer services background. As Sales Manager, you will be responsible for:

  • Managing the effective day-to-day running of Hodge Lifetime’s telephone business development team to create, manage and maintain telephone relationships with financial advisers, in order to proactively promote the range of retirement products offered by the company.
  • Overseeing the production of CRM management information for both telephone and field BDM teams, to ensure KPIs are met and sales objectives achieved.
  • Helping to devise and implement promotional activity ensuring a professional, effective service is provided at all times, and compliance and regulatory requirements are satisfactorily met.

With a focus on facilitating consistency and excellence within the telephone team, the Sales Manager will place a high degree of emphasis on managing and prioritising the workload, and ensure that service standards are met on a day to day basis. Team members must be trained and motivated, and the sales manager must ensure that productivity and accuracy levels are high.

The successful candidate will have proven business development experience within the Financial Services sector, in a senior capacity, ideally at team leader level or above. Candidates will be expected to demonstrate experience of training and developing, coaching and motivating team members and a proven track record of setting and achieving targets.

Strong written and verbal communication, interpersonal skills and an ability to build rapport at all levels, are essential.

Familiarity with annuity, equity release or residential mortgage products is highly desirable.

Apply Now

Business Development Executives x 3 Salary: £18,000 to £24,000 per annum (dependent on experience) + benefits

We are looking for highly motivated individuals to join our Business Development team, contacting brokers and financial advisers to promote Hodge Lifetime products and services. Reporting to the Sales Manager, you will focus on developing and maintaining relationships with new and existing advisers and accounts.

Your key responsibilities will include:

  • Liaising with new and existing brokers/financial advisers via telephone, to establish, maintain and develop relationships.
  • Helping to proactively promote the company’s profile, products and services in order to increase new business.
  • Ensuring service levels are met by providing a professional, enthusiastic and knowledgeable manner at all times.
  • Providing technical advice and support to financial advisers and colleagues relating to product queries.

Strong customer service/business development experience within a Financial Services environment is essential. Candidates should have a proactive, success-driven attitude and be looking to add genuine value to the organisation. Familiarity with mortgage or equity release products is highly desirable.

You will be encouraged to study towards relevant qualifications (e.g. CeMAP or equivalent).

Apply Now

Sales Support Administrator Salary: From £16,000 per annum (dependent on experience) + benefits

Assisting with the smooth and efficient running of the Business Development function by providing proactive administrative support, your day to day duties will include:

  • Supporting telephone and field-based Business Development colleagues;
  • Assisting in promoting the company’s profile, products and services to brokers/financial advisers, in order to meet overall sales objectives;
  • Liaising by telephone and email with relevant third parties, ensuring service levels are met;
  • Maintaining accurate adviser and firm records within the CRM system to support the business needs;
  • Collating weekly and monthly management information in a timely and efficient manner;
  • Updating sourcing systems, ensuring product data is accurate;
  • Keeping the departmental workflow systems up to date, and providing general admin support to the team as agreed with Sales Manager and/or Business Development Director.

The successful candidate must have excellent communication skills, be self-motivated and able to manage their time effectively.   With proven administration experience, you will demonstrate strong organisational skills, an eye for detail and the ability to work well as part of a team.

Ideally, we are looking for either:

  1. Relevant administration experience within financial services; and/or
  2. Knowledge and understanding of CRM administration.

This is a fantastic opportunity for an ambitious individual and a fast learner, with the ability to become a subject matter expert and potential for the role to develop over time.

Apply Now

Administration Assistant Starting Salary: £15,500 per annum + benefits

A minimum of 5 GCSEs grade A-C (including English and Maths), is essential. Previous general administration experience in a similar role within a busy office environment is desirable, but not essential.

This opportunity may suit a graduate who is interested in developing a career in financial services and progressing with experience.

This is a varied role, providing administrative support within a busy department. Your day to day duties will include:

  • Undertaking administration of new business applications and existing plans in accordance with company procedures.
  • Dealing with routine queries, liaising by telephone and email with customers (or their representatives), intermediaries, solicitors and valuers, as required.
  • Making outbound calls to request/clarify information, keeping accurate file notes of calls received and producing quotations and other relevant documents in accordance with company procedures.
  • Keeping the departmental systems up to date, scanning documents and recording the completion of each new piece of work promptly.
  • Coordinating incoming and outbound mail, and maintaining filing systems on a daily basis.

This role requires strong customer service skills and the ability to communicate effectively, both verbally and in writing. We are looking for individuals who demonstrate a confident and friendly approach, can remain patient and calm under pressure and who work well as part of a team.

To be successful, you will be computer literate and organised. You will have the ability to multi-task and to work under pressure at times, producing high quality output. Close attention to detail is very important as are a flexible approach and the ability to make sound decisions.

Apply Now

Customer Service Administrator Salary: From £16,500 per annum + benefits

Hodge Lifetime’s customer service team deals with all in-bound telephone calls from clients and financial advisers, across the range of annuity and equity release products offered by the company.

Working as a member of that team, your main responsibilities will be to provide a quality “first point of contact” to all potential and existing customers, dealing with a variety of enquiries in a courteous, professional and knowledgeable manner. You will also be required to undertake relevant administrative duties as and when required – including outbound calls to request/clarify information, keeping accurate file notes of calls received, producing quotations and other relevant documents in accordance with company procedures, and handling email enquiries.

This role requires strong customer service skills and the ability to communicate effectively, both verbally and in writing. We are looking for someone who demonstrates a confident and friendly approach, and can remain patient and calm under pressure.

The preferred candidate will have recent experience of working in a similar customer services role within the financial services sector. A minimum of 5 GCSEs grade A-C (including English and Maths), is essential.

Apply Now

Building Surveyor Salary: £28,000 - £32,000 (dependent on experience) + company car

Hodge Lifetime’s Property Team is responsible for the division’s property-related risk which includes underwriting lending applications, monitoring of the property portfolio, resolution of problem cases and managing property sales.

We are currently looking for a Building Surveyor with residential property experience and a proven understanding of the housing market, to join our team. The vacancy is primarily field-based covering a wide geographical area across the UK. A full and clean UK driving licence is therefore essential.

Key responsibilities will include:

  • Carrying out various property condition surveys/inspections to identify any defects or maintenance requirements;
  • Recording inspection findings, escalating any problems or issues identified to the Property Manager for consideration;
  • Liaising by telephone, email and face-to-face with customers or their representatives (executors/estates of deceased clients, relatives etc.) and relevant third parties (valuers, estate agents etc.), ensuring service levels are met.

This is a technical role and requires the post holder to have excellent residential property/construction knowledge to be able to conduct inspections in a methodical and structured way, with an eye for detail. You will be expected to demonstrate a familiarity with relevant rules and standards, as well as the ability to apply basic inspection techniques to identify common potential defects and understand the related implications.

Ideally, we are looking for a competent inspector/building surveyor with existing knowledge of residential housing from a background in either:

  1. a similar property-related role within financial services;
  2. local authority/housing association;
  3. building consultants/surveying firms.

You will have strong organisational skills, be self-motivated and able to manage your time effectively. In addition, excellent communication and the ability to be tactful in sensitive situations are important skills for this role.

A relevant degree or equivalent professional qualification in Building/Surveying is essential. The successful candidate will be encouraged to continue with their professional development. Financial support and study leave may be available.

Apply Now