Client Support Administrator – Financial Services

Benefact Group

Client Support Administrator providing administrative support to Financial Advisers at Lycetts Financial Services in Newcastle. Focusing on efficient, accurate, and proactive client support to ensure smooth client journeys.

Posted 5/1/2026full-timeNewcastle upon Tyne • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services productsFCA requirementsfinancial databasesIntelliflo Officeback office systems

Soft Skills

effective communicatorinterpersonal skillsorganisational skillstime managementattention to detail

Certifications

Financial Services qualifications