Client Support Administrator - Financial Services

We are looking for a Client Support Administrator to join Lycetts Financial Services in our Newcastle Upon Tyne office. Competitive salary, excellent benefits and hybrid working.

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 a 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?

What you'll be doing

As a Client Support Administrator, you will be focussed on providing high quality support to our team of Financial Advisers:

• 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 a 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

• 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

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.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26

Company

Lycetts

Role

Finance

Locations

Newcastle upon Tyne

Remote status

Hybrid

Employment type

Permanent - Full Time