Onboarding Administrator (12 Month FTC)

Onboarding Administrator

 Please apply by the 20/05/2022

Hodge are a financial services business focused on the retail savings, commercial lending and specialist residential mortgage  markets.  Working at Hodge is about making a difference. That starts with our purpose: we make life better for customers and society in the moments that matter. 

For over 50 years, we’ve shared the same simple mission: to really make a positive difference for our customers and communities. This ethos is in our DNA, as we are 79% owned by a charity, the Hodge Foundation. 

The thing that sets us up to succeed with that mission is our people. We are so proud to have exceptional colleagues at Hodge, and we look to develop and invest in our people through their careers. Hodge is at its best when we enable our people to be their best! 

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

We have an opportunity in our rapidly expanding Customer Division. Reporting to the Savings Team Leader, you will be responsible for : 

Key responsibilities will include: 

• Verify, check and open all postal or email applications received from prospective and existing customers.  Ensure that all required regulatory checks are completed to safely onboard customers and contact customers to obtain missing application information.
• Where customers fail to successfully complete verification during online account opening, the role holder will contact the customer to advise what additional information needs to be supplied by the customer to verify them.  They will then check and verify supplied documentation on receipt.
• Conduct ISA transfer work to enable the swift onboarding of customers transferring their ISA from another provider, within the regulatory timelines for completion
• Process daily reports in a timely and accurate manner, contacting customers where necessary
• Understand and comply with all company policies, procedures and regulatory requirements.  In particular, but not exhaustively, conduct rules, BCOBS, Data Protection, Know Your Customer and Anti Money Laundering

In return we offer: 

• Competitive Salary
• Based in Cardiff City Centre operating in a highly flexible Hybrid workspace.
• 28 days Holiday with the option to buy more.
• Subsidised Gym Membership.
• Private Medical & Health Insurance
• Extensive learning and development programme
• Generous, personalised benefits package
• Enhanced parental leave – Up to 20 weeks paid Maternity AND Paternity leave
• Company pension contribution up to 15%
• 4 days on top of annual leave for community and charity work
• Flexible working options

Please be aware that should we pursue your application, all our Financial Services employees will be expected to complete background checks to assess suitability for employment, these include; a criminal record, identity, sanctions, adverse finance, fraud prevention and reference checks to comply with our regulatory requirements.

Hodge is an advocate of being an equal opportunities employer, We believe in promoting equality and diversity which is central to our lives today. We welcome applications from all sections of the community and recognises the value a diverse workforce brings to an organisation.

ESG and sustainability are at the heart of everything we do and serves as a reminder of the responsibility we have to our stakeholders, customers, colleagues and the communities we operate in to use our position wisely. We’re currently exploring different certifications available and have done an initial review of how we think we’d fare, as we see this as a real opportunity for Hodge given our social purpose.