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Provider Liaison Administrator

3 months ago

Rochester, Medway, United Kingdom Portafina Full time
Are you a great communicator with a passion for customer experience, looking for a role where you can make a real difference to a business, and to customers' lives? Are you someone that thrives in a target driven environment where building rapport quickly over the telephone is key to your success?


We are looking for a Provider Liaison Administrator to join our busy Chasing Team who are responsible to liaising with pension providers to chase vital information regarding clients pensions.

We are based in Medway City Estate.

There's free on-site parking available and we take a hybrid approach to working with a minimum of 3 days in the office (initial training is office-based for 6 months).


This role is ideal for someone looking to take an early step into a financial services career, or for someone with more experience who is looking for career progression.

This role requires the undertaking and completion of financial exams as a requirement of employment.

Responsibilities may include:

  • Liaising with pension providers over the telephone to chase for full policy information
  • Building & maintaining rapport with pension providers to ensure fast transition with receiving information / transfers completing, and managing and resolving any objections
  • Managing your own workflow of clients to obtain all information in a fast turnaround time to complete pension review
  • Data entry to update internal systems once calls are completed
  • Assisting with admin duties when required
  • Gathering information from online platforms

As well as a competitive salary, you'll receive the following benefits:

  • Annual bonus scheme
  • 25 days holiday on top of public holidays plus an extra one on your birthday
  • Long service holiday Structured career progression and qualification plan
  • Support for study and costs of Chartered Insurance Institute exams
  • Free mortgage and protection advice with Censeo Financial
  • Tastecard membership
  • Company pension with the same excellent discounts we negotiate for our clients
  • Life assurance
  • Critical illness cover
  • Income protection
  • Private medical insurance
  • Private dental cover (contributory)
  • Free eye test
  • Quarterly Consumer Champion and Values Achievement awards
  • Birthday vouchers
  • Friends and family discount on our services
We also have regular social events (including Summer and Christmas parties) organized by our internal Partyrock staff committee.

Qualities we look for
Harbour Rock Capital has a forward thinking, flexible and friendly working environment and would be perfectly suited to someone who has:

  • GCSEs all achieved grade C or above (equivalent to score 4 or above in new marking)
  • Telephone experience / strong telephone manner / objection handling skills
  • Strong communicator with clients, colleagues and pension providers.
  • Passionate about helping people.
  • A team player who can work within a team or independently.
  • Driven can work to realistic targets, motivated to meet business goals and enthusiastic about their own progression.
  • Organised able to prioritise work based on importance and urgency, and manage own workload
  • Strong attention to detail takes pride in the quality and accuracy of their work to ensure good client outcomes
  • A desire to complete financial services qualifications (or having already completed CII or equivalent exams.)


Harbour Rock Capital is a specialist financial advisory business focusing on pensions and retirement which looks after over £600m in pension assets for more than 12,500 clients.

Founded in 2017, we help clients get the best out of their pensions, both now and in the future.

Whether that be through accessing pension benefits, reducing charges, or improving their performance, we're focused on delivering specialist financial advice along with a great level of service.


In a fast-paced industry that is rapidly evolving, we are at the forefront of providing a proposition that hasn't been easily available to the everyday person until now.

We need to keep providing great customer service as we grow, and as the environment and technology around us changes.

We can't do that by standing still.


Based, in Rochester, Kent, we employ over 150 likeminded people that strive to do an exceptional job for our clients.

In turn we create a positive nurturing environment in which they can thrive - from entry level roles with training, development, and career progression available through to highly qualified experienced industry professionals.

To enable us to deliver the best possible service to our clients and create a positive working environment, as a company we abide by these core values:

  • Raising the bar
  • We continuously improve


 Offering clarity
  • We make things clear and simple
  • Putting people first
  • We always act in their best interests
  • Going the extra mile
  • We always strive for excellence


 Fresh thinking
  • We continuously challenge the status quo


 Working together
  • We value each other