Portafina Reviews

Updated Apr 8, 2022

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Found 41 of over 41 reviews

3.8
78%
Recommend to a Friend
67%
Approve of CEO
Portafina Managing Director Jamie Smith-Thompson (no image)
Jamie Smith-Thompson
15 Ratings

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  1. 3.0
    Current Employee, more than 1 year

    Not too bad

    Apr 8, 2022 - Pension Administrator in Rochester, England
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Insight into other career paths

    Cons

    Can’t really move into those areas

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  2. 4.0
    Former Employee

    A great job but limited progression

    Mar 30, 2022 - Pension Administrator 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Great team relationships Training and exams paid for (1st attempt only) All bank holidays, birthday and Christmas period off Birthday & Christmas gift vouchers

    Cons

    Low salary compared to other IFAs Not fully remote Progression routes are limited - Have to do exams or wait for someone to leave before the opportunity comes up

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  3. 4.0
    Current Employee, more than 3 years

    Good company

    Mar 1, 2022 - Pension Team Leader in Rochester, England
    Recommend
    CEO Approval
    Business Outlook

    Pros

    CII exams paid for, flexible working hours, good management.

    Cons

    No option for full remote working

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  4. 2.0
    Former Employee

    Good stepping stone into financial services

    Feb 26, 2022 - Customer Service Representative 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Opportunities for internal promotion and team switching They pay for exams and give one off bonus when exam is passed

    Cons

    Poor pay in most roles

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  5. 3.0
    Former Employee, more than 3 years

    Review

    Nov 11, 2021 - Case Liaison Officer 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Good environment with events hosted often

    Cons

    Poor pay, leadership is lacking

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  6. 4.0
    Current Employee, more than 3 years

    Review on my employer

    Sep 23, 2021 - Pension Review Administrator in Strood, England
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Friendly staff, birthday off paid, chance to progress and lots of opportunities. Management are approachable and take what you say on board

    Cons

    Changes in pay means impossible to receive a bonus, no more incentives

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  7. 5.0
    Current Employee, less than 1 year

    Portafina

    Sep 16, 2021 - Case Liaison Officer in Rochester, England
    Recommend
    CEO Approval
    Business Outlook

    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).

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  8. 4.0
    Current Employee, more than 1 year

    Its great!

    May 20, 2021 - Pension Administrator 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    - Training provided where needed (even if you've been employed for a long period) - Good benefits such as; vouchers, birthday gifts, parties, team meals, private healthcare, birthday off, Christmas holidays etc. - Progression routes available. - Team members are very welcoming and friendly. - Hours are good.

    Cons

    - Work is very repetitive. - Teams tend not to mix with other teams. - Bonuses are hard to get.

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  9. 5.0
    Current Employee, more than 10 years

    Really enjoy working at Portafina

    May 17, 2021 - Senior Pension Administrator 
    Recommend
    CEO Approval
    Business Outlook

    Pros

    They look after the staff, and care about them. They provide you with training that's needed. Understanding of childcare issues and are always available to help with any problems. Opportunities to go forward in your career path via exams. The staff are great - and lots of nice perks like team building fun days plus evening events put on. Great place to work.

    Cons

    Sometimes there is traffic getting off Medway City Estate when you leave the office

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  10. 1.0
    Former Employee, less than 1 year

    Company training

    May 9, 2021 - Customer Service Agent in Rochester, England
    Recommend
    CEO Approval
    Business Outlook

    Pros

    Free parking. Birthday off. Christmas week off.

    Cons

    The training is terrible. They expect people to learn everything about pensions in 2 weeks and be confident to speak to clients. Salary is terrible for what they expect from you. They provide a poor service to clients that are after their pension and won't give answers to why their pensions are not being paid to them. You are treated poorly by very strict management and their rules. I would never recommend anyone to work for them or have their pensions with this company.

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    4 people found this review helpful
Viewing 1 - 10 of 41 Reviews

Portafina Reviews FAQs

Portafina has an overall rating of 3.8 out of 5, based on over 41 reviews left anonymously by employees. 78% of employees would recommend working at Portafina to a friend and 67% have a positive outlook for the business. This rating has decreased by -5% over the last 12 months.

According to anonymously submitted Glassdoor reviews, Portafina employees rate their compensation and benefits as 3.6 out of 5. Find out more about salaries and benefits at Portafina. This rating has decreased by -8% over the last 12 months.

78% of Portafina employees would recommend working there to a friend based on Glassdoor reviews. Employees also rated Portafina 4.1 out of 5 for work life balance, 3.8 for culture and values and 3.6 for career opportunities.

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