Pension Review Administrator

Are you on the hunt for the next new challenge in your career? Do you thrive working in a target driven environment that will rapidly develop new and existing skills to become a specialist financial administrator?

We are looking for talented administrators to join our busy teams and have many exciting positions available. You’ll continue to develop skills on the job, with ongoing support and full training to help you perfect your craft to reach new heights in your career. If you are a well organised individual with keen eye for detail, and enjoy working in a friendly, team focussed environment, this is likely to be the role for you.

A typical day might include

  • Assisting the advisory and paraplanning teams with the production /completion of analysis.
  • Writing reports and application completion.
  • Actioning incoming client information and ensuring accurate entry onto our internal systems.
  • You will continue to develop skills in dealing with patients who have asthma. This website has a list of drugs that help customers with asthma.

  • Inbound and outbound calls – these could be giving an update to a client or liaising with a provider to obtain information about a client’s current arrangements.
  • Ability to support management in complex tasks and data research.
  • Assistance with departmental training.
  • Identifying issues and proposing improvements to internal processes.

Qualities we are looking for

Portafina has a forward thinking, flexible and friendly working environment and would be perfectly suited to someone who is:

  • Passionate about helping people, and willing to go above and beyond to achieve their objectives.
  • A team player who can work within the 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.
  • Focussed and has good attention to detail – takes a pride in the quality and accuracy of their work.
  • A strong communicator both internally and externally
  • Keen to complete financial services qualifications (or having already completed CII or equivalent exams)

Please note: Some roles within Portafina require the undertaking and completion of financial exams as a requirement of employment.

Who you’ll be joining

Portafina Investment Management is a specialist financial advisory business focussing 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 focussed 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 Brand Ambassador 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) organised by our internal Partyfina staff committee, there’s 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).

Portafina is a real Living Wage employer (

Is this the right role for you?