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For Companies At a Glance
- Tasks: Provide top-notch support to Financial Advisers and clients, ensuring a smooth client journey.
- Company: Join Lycetts, part of Benefact Group, a leading financial services provider.
- Benefits: Enjoy competitive salary, hybrid working, generous leave, and career development opportunities.
- Why this job: Be part of a team making a real difference while building a sustainable future.
- Qualifications: Experience in financial services and strong customer skills are essential.
- Other info: Join a diverse, inclusive culture with a commitment to personal growth and community impact.
The predicted salary is between 28800 - 42000 £ 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: Lycetts
Contact Detail:
Lycetts 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 the role of Client Support Administrator.
✨Tip Number 3
Showcase your customer service skills! Think of examples where you've gone above and beyond for clients. This will help us see how you can contribute to delivering exceptional service at Lycetts.
✨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 in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Support Administrator role. Highlight your experience in financial services and how it aligns with what we do at Lycetts. This shows us you’re genuinely interested!
Show Off Your Skills: Don’t hold back on showcasing your customer service skills! We want to see how you’ve effectively communicated with clients in the past. Use specific examples to demonstrate your ability to handle queries and build relationships.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and qualifications. Avoid fluff – we want to know what makes you a great fit!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Lycetts
✨Know Your Financial Services
Brush up on your knowledge of pensions, protection, and investment markets. Be ready to discuss specific products and providers you've worked with, as this will show your expertise and confidence in the field.
✨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 this role is all about building strong relationships with clients.
✨Familiarise Yourself with Internal Procedures
Understand the typical processes involved in new business administration. Being able to talk about how you would manage data entry and follow-ups will demonstrate your organisational skills and attention to detail.
✨Show Enthusiasm for the Company Culture
Research Lycetts and Benefact Group's commitment to charity and community. Expressing your alignment with their values and your desire to contribute to a positive workplace culture can set you apart from other candidates.