Client Support Administrator - Financial Services at The Benefact Group

Newcastle upon Tyne, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial services, Administrative support, Client relationship management, New business processing, Policy renewals, Data management, Communication, Time management, FCA requirements, Attention to detail, IT skills, Intelliflo Office

Industry

Financial Services

Description

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

Responsibilities

The Client Support Administrator will provide efficient administrative support to Financial Advisers, including processing new business and maintaining accurate client records. They will also act as a primary point of contact for clients and product providers to ensure a smooth service journey.