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- Tasks: Provide exceptional support to clients and Financial Advisers in a friendly team.
- Company: Join Lycetts Financial Services, part of the Benefact Group, in Newcastle.
- Benefits: Competitive salary, hybrid working, generous leave, and career development opportunities.
- Other info: Enjoy a supportive environment with a focus on employee well-being.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- 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 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.
If you need any additional support during the recruitment process, then please let us know. We welcome applications from everyone.
Client Support Administrator - Financial Services 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 - Financial Services in 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 feel confident when discussing your experience and how it aligns with what Lycetts is looking for.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed client records and databases effectively. 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 noticed. 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 - Financial Services 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 the 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 this role, 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, so double-check everything before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. 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 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. Familiarise yourself with the latest trends and regulations in the industry, especially FCA requirements. This will show that you're not just a candidate, but someone who genuinely understands the field.
✨Show Off Your Communication Skills
As a Client Support Administrator, you'll need to communicate effectively with clients and advisers. Practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter, like liaising with product providers or handling client queries.
✨Demonstrate Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlight your time management strategies and how you keep records accurate and up to date. Being able to showcase your organisational prowess will set you apart from other candidates.
✨Build Rapport with the Interviewers
Remember, interviews are as much about personality as they are about skills. Be friendly and approachable, and try to build a connection with your interviewers. Ask them about their experiences at the company and share your enthusiasm for joining their team.