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

Starting salary in the range of £22,500 - £25,500 DOE, plus quarterly bonus scheme and supported CII exam progression.

This role is ideal for someone with strong administration experience looking for a new challenge and pursue a career in Financial Services.

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.

· Responsibilities may include:

o Assisting the advisory and paraplanning teams with the production /completion of analysis, reports and application completion.

o Actioning incoming client information and ensuring accurate entry onto our internal systems.

o 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.

o Ability to support management team in complex tasks and data research.

o Assistance with Departmental Training

o Ability to identify and propose improvements to internal processes.

Qualities we look for.

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

· 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

· At least 3 years administration experience, preferably within Financial Services but not essential

· Financial services qualifications CII or Equivalent preferred but not essential

§ 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