Client Support Administrator - Financial Services

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newcastle upon Tyne

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.

• 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.

• 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.

• Experience with Intelliflo Office or equivalent software packages/back office systems
• Financial Services qualifications

• 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.