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For Companies At a Glance
- Tasks: Provide exceptional support to Financial Advisers and clients, ensuring a smooth client journey.
- Company: Join Lycetts, part of Benefact Group, a top-rated employer committed to making a difference.
- Benefits: Competitive salary, hybrid working, generous leave, and career development opportunities.
- Why this job: Be part of a collaborative culture that values kindness and ambition while making a positive impact.
- Qualifications: Experience in financial services and strong customer skills are essential.
- Other info: Join a community that celebrates diversity and supports your growth.
The predicted salary is between 28800 - 43200 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Newcastle
About the role
Lycetts, who are proudly part of Benefact Group, are looking for a Client Support Administrator to join our Financial Services team in the Newcastle office. As a Client Support Administrator, you’ll play a key role in delivering exceptional service to both our Financial Advisers and our clients. Your focus will be on providing efficient, accurate, and proactive administrative support to ensure a smooth client journey.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
What you’ll be doing
- Providing high quality support to our team of Financial Advisers.
- Managing new business administration in line with internal procedures and agreed timeframes, including data entry, issuing acknowledgements, and following up on outstanding information.
- Preparing quotations and sourcing application forms where required.
- Building and maintaining strong, positive relationships with clients.
- Handling incoming calls and queries from clients, ensuring they receive timely and helpful responses.
- Responding professionally to enquiries and providing clear, supportive communication.
What you’ll need to have
- Experience in pensions, protection and investment markets.
- Knowledge of a wide range of financial services products and product providers.
- Experience with provider platforms and websites.
- Experience in obtaining information from clients and providers via telephone & email.
- Good confident customer skills – both written & oral.
- Good organisational ability.
- Sound knowledge of FCA requirements within a financial services role.
- Knowledge of MS Word/Excel applications.
What makes you stand out
- Experience with Intelliflo Office or equivalent software packages/back office systems.
- Financial Services qualifications.
What we offer
- A 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 bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively).
- Career development opportunities with funded support and financial incentives for all professional qualifications.
- An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.
About us
The Lycetts Group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size. We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.
Client Support Administrator in 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 in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Lycetts. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and FCA requirements. We want you to feel confident discussing your experience and how it aligns with what Lycetts is looking for.
✨Tip Number 3
Show off your customer service skills! Think of examples where you've gone above and beyond for clients. This role is all about building relationships, so let them know you’re the right fit.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Support Administrator in 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 great fit. Don’t forget to mention why you want to join us at Lycetts and Benefact Group.
Showcase Your Customer Skills: Since this role involves a lot of client interaction, make sure to highlight your customer service skills. Share examples of how you've successfully handled client queries or built strong relationships in previous roles. We love a proactive approach!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic team!
How to prepare for a job interview at Benefact Group plc
✨Know Your Financial Services
Brush up on your knowledge of pensions, protection, and investment markets. Familiarise yourself with various financial services products and providers, as this will show your potential employer that you’re ready to hit the ground running.
✨Demonstrate Your Customer Skills
Prepare examples of how you've successfully handled client queries in the past. Highlight your ability to communicate clearly and supportively, as strong customer skills are essential for a Client Support Administrator role.
✨Organisational Skills Matter
Be ready to discuss how you manage your time and tasks effectively. Share specific strategies or tools you use to stay organised, especially when dealing with multiple clients and administrative tasks.
✨Familiarity with Software is Key
If you have experience with Intelliflo Office or similar back-office systems, make sure to mention it. If not, consider doing a bit of research or even a quick tutorial to show your willingness to learn and adapt to new software.