Pension Review Administrator- Chasing Team

1 week ago


Rochester, United Kingdom Portafina Investment Management Full time

Portafina investment Management have a number of exciting roles available within their administration teams.

Starting salary in the range of **£20,000 - £25,000 DOE,** plus quarterly bonus scheme and supported CII exam progression.

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 13,000 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)
- Hybrid approach with a blend of office and working from home. Minimum of 3 days in the office.
- Responsibilities may include:

- Liaising with pension providers 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
- Client calls as and when required to update on review / request missing information
- Data entry to update internal systems once calls are completed

**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
- 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)
- _Some roles within Portafina require the undertaking and completion of financial exams as a requirement of employment._

**Benefits we offer.**
- Competitive salary structure
- Clear and defined progression routes
- Supported financial study to gain qualifications
- Private Health care
- Company pension
- 25 Days paid Holiday in addition to UK Bank Holidays
- Life insurance & Critical Illness Cover
- Birthday day off
- Hybrid approach with a blend of office and working from home. Minimum of 3 days in the office.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- On-site parking
- Private medical insurance
- Work from home

Schedule:

- 8 hour shift

COVID-19 considerations:
Risk assessments undertaken for staff working in the office. We continue to follow government guidance to ensure working environment remains safe.



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