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Currently recruiting for a Systems Support Executive role

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As we continue to utilise more technology to help us succeed, the person in this role will become part of a team that is essential in taking this forward. The successful candidate will get hands-on experience at a company that is driven by a sense of purpose and an appreciation for how technology will shape its future.

This is life at Portafina. We are everything that we are because of the fantastic people who work here. And most of our team leaders and managers, as well as many senior members of staff, have come up through the ranks since we started out as Portal Financial in 2009. It has been an exhilarating journey with a passionate, committed and sociable bunch. And long may it continue, with you on board, too?


The Systems team is responsible for supporting the main CRM application as well as a number of other developments that work alongside it. The team is also responsible for other technology initiatives not related to these systems, and there is a need for the successful applicant to be flexible with the duties they will face on a day to day basis.


We’re an agile team that wear many hats. As part of the team you would be working with suppliers, IT and Infrastructure, as well as the wider company, to ensure the provision of a robust technical service. This role offers opportunities to learn technical aspects of the role at each stage of the overall systems management lifecycle, along with developing wider personal skills through stakeholder engagement and team participation.



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In this job role you will be...

  • Providing reporting for the overall service
  • Managing the end to end delivery of small system changes
  • Assisting in preparing/delivering service review/project meetings with suppliers and staff
  • Supporting projects delivering new software and changes to existing systems
  • Identifying opportunities to improve any element of service delivery
  • Helping diagnose system issues • Supporting incident reviews
  • Dealing with any other business admin duties that might be required from time to time
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Who should apply...

The team is focused on the support and advancement of existing systems, as well as the development and introduction of new ones, both of which will improve the way Portafina conducts business inside and out. An interest in, and experience of, development and coding would be beneficial, as there will be a need to develop an understanding of coding and development principals as part of this role.

The role would ideally be suited to a college leaver or degree level applicant who has a keen interest in technology, along with some prior 'work' or 'voluntary' experience. The applicant should have a strong ambition to broaden their IT and technology knowledge, and their experience in finance. Ideally the candidate will have A Levels/AS Levels and some background knowledge/experience in ICT or Computer Science. They would also need to have strong communication and collaboration skills and excellent problem-solving abilities coupled with intelligence, passion and a drive to learn.

Do you think you meet this criteria?


  • Someone with good grammar and punctuation plus good verbal and written communication skills - clear spoken and written English
  • Someone who is analytically minded, with good attention to detail
  • Someone who is organised with the ability to prioritise actions and tasks
  • Someone with experience of Microsoft Office (Word, Excel, Outlook) who is also confident enough to take on new and bespoke systems as well
  • Ability and willingness to learn new skills and technologies quickly – the ideal candidate would be motivated to further their knowledge and skills as their position within the team grows
  • Ability to work with colleagues at all levels
  • A confident and friendly individual
  • Someone who is accurate, a fast learner and is well presented
  • Someone with a passion for technology
  • Willing to wear various hats – work often has many elements to it, including: support and maintenance, admin, testing, coding/development and planning

Apply now!

Do you think this is the right role for you? Get in touch with us today!

Remember to include:

  • Your CV
  • Qualifications & experiences 
  • Why you think you would be a good fit for us

A member of our team will then get in touch shortly.

Some of our people

People who enjoy helping other people. That’s central to our hiring policy. You can train all the other stuff, but being a friendly person – that comes from within.

Nathan Christian

"It started off as work experience in the sales team at 16. I was hooked, got stuck in and got an apprenticeship. That turned to full time soon enough and I’m getting a big kick out of helping clients throughout their journey with us. My next aim is independent financial adviser and Portafina is helping me to get there, too."

Owen Toombs
Systems Support Executive

Like it or not (and I love it!), much of our world is driven by technology. And for us, making the most of existing and new technologies means we can be faster and more efficient. Ultimately, this means we are better and quicker at delivering what our clients want and need. I’ve spared you the techie details of what I do…but I’m always happy to go into more detail!

Robyn McIntyre
Review Team Leader
Mary C

"Take That definitely got one thing right…everything changes! And even what seems like a small life change could affect how a pension should be invested and managed. My team looks after all of this for our 12,000 plus clients, to help make sure their savings are working as hard as they possibly can for them and their journey into retirement is as stress-free as possible."

Claudia Hill
Digital Marketing Assistant
Claudia Hill

"Diverse, dynamic and exciting. After two years with the marketing team these are the words I’d use to describe my job. It’s not the way I viewed the financial industry a couple of years ago; this place is different, though. I’ve been given so many opportunities to learn on the job and I’ve grabbed each one with eager hands."

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