Client Support Administrator

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

As a Client Support Administrator, you will be focussed on 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.

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