At a Glance
- Tasks: Provide exceptional support to clients and Financial Advisers in a friendly team.
- Company: Join Lycetts Financial Services, part of the innovative Benefact Group.
- Benefits: Competitive salary, hybrid working, generous leave, and career development opportunities.
- Other info: Ranked among the UK's 15 Best Big Companies to Work For in 2025.
- Why this job: Make a real difference while building a sustainable future with a purpose-driven company.
- 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, part of Benefact Group, is looking for a Client Support Administrator to join our 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.
Why join us?
Join a collaborative and inclusive culture committed to making a difference and building a more sustainable future. Ranked among 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:
- 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 and 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:
- 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 × 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
We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know.
Client Support Administrator - Financial Services in Newcastle upon Tyne employer: Benefact Group
Lycetts Financial Services, part of Benefact Group, is an exceptional employer located in Newcastle upon Tyne, offering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. With a commitment to making a positive impact through charitable contributions, employees enjoy competitive salaries, generous leave policies, and robust career development opportunities, all within a supportive team environment. Join us to be part of a rapidly growing organisation that values your contributions and fosters a sustainable future.
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 researching the company and its culture. Understand their values and how they align with your own. This will help you show that you're not just looking for any job, but that you genuinely want to be part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Support Administrator, you'll need to liaise with clients and advisers effectively. Role-play common scenarios with a friend or family member to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining us. Plus, it shows you're proactive and really interested in the role. Let's get you that job!
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 this role and how your background makes you a perfect fit. Keep it friendly and professional, just like us at StudySmarter.
Show Off Your Communication Skills:As a Client Support Administrator, communication is key. In your application, demonstrate your effective communication skills by being clear and concise. We love candidates who can express themselves well, both in writing and verbally!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Benefact Group
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services products and providers. Familiarise yourself with common terms and processes, as well as any recent changes in regulations. This will help you answer questions confidently and show that you're serious about the role.
✨Show Off Your Communication Skills
As a Client Support Administrator, you'll need to communicate effectively with both clients and advisers. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few examples of how you've successfully handled client interactions in the past.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage your time and keep track of multiple tasks. Think of specific instances where your organisational skills made a difference in your previous roles. This will highlight your ability to maintain accurate client records and ensure a smooth client journey.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This shows your interest in the company and the role. You could ask about the team culture, opportunities for professional development, or how they measure success in this position.
