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For Companies At a Glance
- Tasks: Provide top-notch admin support to clients and financial advisers in a friendly team.
- Company: Join Lycetts Financial Services, part of the Benefact Group, in Newcastle upon Tyne.
- Benefits: Competitive salary, hybrid working, pension contributions, annual bonus, and generous leave.
- Other info: Enjoy a supportive environment with opportunities for professional development.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Newcastle upon Tyne
About the role
Lycetts Financial Services, who are proudly part of Benefact Group, are looking for a Client Support Administrator to join their Newcastle upon Tyne office. We are seeking an experienced Client Support Administrator to join our small and friendly team. Working closely with our Financial Advisers and clients you’ll play a key role in delivering exceptional service. Your focus will be on providing efficient, accurate, and proactive administrative support to ensure a smooth client journey.
What you’ll be doing
- Liaising with product providers to gather current, accurate information.
- Collating information and meeting packs for Advisers.
- Processing new business applications and policy renewals.
- Keeping client records and databases up to date so that they are accurate and complete at all times.
- Building and maintaining strong, positive relationships with clients.
What you’ll need to have
- Experience working in the financial services sector
- Knowledge of financial services products and product providers.
- Experience with provider platforms and websites.
- Experience in obtaining information from clients and providers via telephone & email.
- Effective communicator with excellent interpersonal skills.
- Strong organisational and time management skills.
- Sound knowledge of FCA requirements within a financial services role.
- Good attention to detail.
- Strong IT skills, including ability to interpret financial databases.
What makes you stand out
- Experience with Intelliflo Office or equivalent software packages/back office systems
- Financial Services qualifications
What we offer
- Competitive salary – let’s discuss it
- Hybrid working available upon successful completion of probation
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover up to 4 x salary, and Group Income Protection scheme up to 65% of salary
- 25 days annual leave plus
Client Support Administrator - Financial Services employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Administrator - Financial Services
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client Support Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company, understand their values, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your organisational skills and attention to detail.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your enthusiasm for the role and your fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our friendly team at Lycetts Financial Services.
We think you need these skills to ace Client Support Administrator - Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Support Administrator role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. We love seeing enthusiasm and a personal touch!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application reflects your ability to communicate clearly and professionally. Whether it's through your writing style or how you present your experiences, let us see your interpersonal skills!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we’ll be able to track your application more efficiently. Plus, it shows you’re keen on joining us at StudySmarter!
How to prepare for a job interview at Benefact Group plc
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products and providers. Being able to discuss these confidently will show that you're not just familiar with the industry, but that you’re genuinely interested in it.
✨Show Off Your Organisational Skills
Prepare examples of how you've effectively managed your time and organised tasks in previous roles. This is crucial for a Client Support Administrator, so having specific instances ready will help demonstrate your capabilities.
✨Practice Your Communication
Since you'll be liaising with clients and advisers, practice articulating your thoughts clearly. You might want to role-play common scenarios or questions you could face during the interview to showcase your interpersonal skills.
✨Familiarise Yourself with FCA Requirements
Understanding the FCA requirements is key in this role. Brush up on the basics and be prepared to discuss how you’ve adhered to these regulations in past positions, as this will highlight your attention to detail and compliance awareness.