Pension Review Administrator- Phone Based

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 Pension Review Administrators to join our busy Chasing Team who are responsible to liaising with pension providers to chase vital information regarding clients pensions.

Starting salary in the range of **£21,255 - £25,000 DOE,** plus annual bonus scheme and supported CII exam progression. In order to reach the higher end of this bracket, previous pension administration experience would be required.

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.

**A typical day**

Portafina supports over 12,500 clients and is entrusted to look after over £600M of cherished savings, so there is always plenty to do. A working day will typically be:

- 37.5 hours per week (Monday to Friday)
- 6 month probationary period and training will be completed in the office.
- Hybrid approach with a blend of office and working from home available after successful completion of probationary period. Minimum of 3 days a week in the office.

**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
- 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

**Qualities we look for**

Portafina 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 to provide excellent customer service to our clients/ objection handling skills
- Able to prioritise & manage own workload
- 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.
- Good attention to detail - takes a pride in the quality and accuracy of their work.
- Strong communicator both internally and externally

A desire to complete financial services qualifications (or having already completed CII or equivalent exams)
- **This role requires the undertaking and completion of financial exams as a requirement of employment.**_

Portafina Investment Management 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.

A great place to work must continue to hire great people, so, if you think you could be one of them, we want to hear from you.

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

- Annual bonus scheme
- Quarterly Consumer Champion and Values Achievement awards
- 25 days holiday on top of public holidays - plus an extra one on your birthday
- 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 tests
- Structured career progression and qualification plan
- Support for study and costs of Chartered Insurance Institute exams
- Friends and family discount on our services
- Birthday vouchers

We also have regular social events (including Summer and Christmas parties) organized by our in