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For Companies At a Glance
- Tasks: Provide exceptional support to clients and Financial Advisers in a dynamic team.
- Company: Join Lycetts, part of Benefact Group, in a friendly Newcastle office.
- Benefits: Competitive salary, hybrid working, pension contributions, and annual bonus scheme.
- Other info: Enjoy 25 days annual leave and 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 required.
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 Lycetts · Newcastle upon Tyne · 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 Lycetts · Newcastle upon Tyne ·
✨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 by brushing up on your knowledge of financial products and FCA requirements. We want you to shine when discussing your experience and how it aligns with what Lycetts is looking for. Practice common interview questions and have your own ready to go!
✨Tip Number 3
Showcase your organisational skills! During the interview, share examples of how you've managed client records and maintained databases in previous roles. This will demonstrate your attention to detail and ability to keep things running smoothly.
✨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 serious about joining the team at Lycetts and ready to contribute to their exceptional client service.
We think you need these skills to ace Client Support Administrator - Financial Services Lycetts · Newcastle upon Tyne ·
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. Don’t forget to mention your experience with client relationships and administrative support.
Show Off Your Attention to Detail: In the financial services sector, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their best selves!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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 a candidate, but someone who understands the industry and can hit the ground running.
✨Show Off Your Organisational Skills
Since the role involves keeping client records and databases up to date, be prepared to share examples of how you've managed similar tasks in the past. Highlight your time management skills and any tools or systems you've used to stay organised.
✨Communicate Like a Pro
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you successfully liaised with clients or providers, showcasing your interpersonal skills.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Consider asking about the team dynamics or how they measure success in the Client Support Administrator position.