Portafina Overview

  • www.portafina.co.uk
  • Rochester, United Kingdom
  • 51 to 200 Employees
  • 2009
  • Company - Private
  • Investment Banking & Asset Management
  • Unknown / Non-Applicable

CompetitorsUNKNOWN

Portafina are a modern independent financial advice business that specialises in pensions. Launched in 2009, we have grown to become one of the top financial advisers in the country, featuring on both the FT Adviser Top 100 Advisers and the Financial Times Future 100 UK ...
Mission: Our purpose is clear to us: We help people to lead happier lives with less financial stress. The values that we promote are focused around treating our customers the right way, working together, going the extra mile, offering clarity, fresh thinking and raising the bar. By ...

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Portafina Reviews

4.0
82%
Recommend to a Friend
77%
Approve of CEO
Jamie Smith-Thompson
Jamie Smith-Thompson
14 Ratings
5.0
Current Employee, less than 1 year

"Portafina"

Sep 16, 2021 - Case Liaison Officer in Rochester, England
Recommends
Positive Outlook
Approves of CEO

Pros

Flexible working (office/working from home)
Progression and training provided to reach your potential
Friendly staff with a relaxed but focused working environment

Cons

Only a half hour lunch break
Teams don't really integrate (maybe due to Covid so more people working from home).

Advice to Management

More team building days/events to get to know other people.
See All 37 Reviews

Diversity & Inclusion at Portafina

3.3
(7 reviews)

Portafina Photos

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Portafina Interviews

Experience
Positive100%
Getting an Interview
Applied online100%
Difficulty
3.0
Average
HardAverageEasy

  1. Technical Administrator Interview

    Anonymous Employee in United Kingdom
    No Offer
    Positive Experience
    Average Interview
    Application

    I applied online. The process took 1 week. I interviewed at Portafina (United Kingdom) in Sep 2020

    Interview

    Fairly simple but pleasant interview process. First a phone call with a person from HR and then a video interview with the same HR person and a team member. The company seemed to have good qualities and cared about their staff although the salaries are quite low in my opinion. All the staff I spoke to were nice and friendly.
    Interview

    What would you say is one of your biggest weaknesses?

    Answer Question

See All 1 interviews

Portafina Awards & Accolades

  • FT Future 100 UKFinancial Time2018
  • FT Adviser Top 100 AdvisersFT Adviser2018

Popular Careers with Portafina Job Seekers

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Portafina FAQ

(22 Questions)

All answers shown come directly from Portafina Reviews and are not edited or altered.

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What is health insurance like at Portafina?

...Training and support is provided for every employee and there are many perks such as generous payments into our pension plan, private medical insurance, life cover, rewards for people showing the company values, all expenses paid Christmas parties, food treats, and we even get a day off for our birthday....

January 14, 2020

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