Client Support Administrator

Benefact Group plc; Newcastle upon Tyne; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Benefact Group is seeking a Client Support Administrator for their Newcastle office. The role involves supporting Financial Advisers by managing accounts, preparing documents, and providing high-quality client service. This is an excellent opportunity to join a respected company known for its commitment to community and employee growth.

Benefits

Hybrid working available after probation

Employer pension contribution of 5% rising to 10%

Annual Bonus scheme

Life Assurance cover up to 4 x salary

25 days annual leave plus bank holidays

Career development opportunities

Qualifications

• Experience in financial services administration is required.
• Good communication skills and ability to work in a team.
• Experience with Intelligent Office is desirable but not necessary.

Responsibilities

• Managing both new business and existing client accounts.
• Document preparation, scanning, and data input.
• Answering telephones professionally and assisting clients.

Skills

Communication

Teamwork

Education

Experience in financial services Administration

Tools

Intelligent Office

Job 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.

You will be joining our existing team of Client Support Administrators, providing support to our team of Financial Advisers. Working closely with our IFAs, you will be involved in assisting the business in the provision of holistic financial planning to our clients.

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 top 50 Best Large Companies to Work For in 2024, 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 advisers.

• Managing both new business and existing client accounts.
• Accessing provider platforms to gather essential information.
• Document preparation, scanning, and data input as required.
• Diary management and other client service tasks as requested by advisers.
• Answering telephones professionally and courteously, providing information and assistance to clients, advisers and third parties.

What you'll need to have

• You should have experience in financial services Administration.
• Experience of using Intelligent Office would be desirable but is not essential as full training will be offered.
• A good communicator and team player.

Closing dates for applications is 30th June 2025.

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
• 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.

Hear from the hiring manager

"Join a team who is close knit and supportive. We are focussed on delivery and providing a high-quality service to our clients.”

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