Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Newcastle (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers , who are proudly part of Benefact Group , are looking for a Financial Services Administrator to join our Newcastle office.
Lycetts specialises in providing financial planning solutions to business, executive and personal clients.
Highly qualified and experienced staff give independent advice on such financial services as pensions, inheritance tax, life assurance and protection, health insurance, employee benefits, investments, business protection and wealth planning.
This role will support our expert Financial Services team of Paraplanners, IFA's and administrators.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities To deal with new business administration in line with procedures and time scales in terms of computer input, acknowledgements and chasing for outstanding information.
Where appropriate to prepare quotations and obtain application forms etc.
Foster good relations with clients.
To answer telephone or other queries from clients and to respond to written enquiries.
Knowledge, skills and experience Knowledge of wide range of financial services products and product providers.
Experience with Intelliflo (IO).
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.
What we offer 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.
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 are a unique chartered insurance broking and financial services organisation, which strives to be a trusted adviser to our clients and are proud to be part of the Benefact Group, which in turn is owned by a registered charity, Benefact Trust.
We are a financially secure, professional and award-winning organisation.
We pride ourselves in donating a significant proportion of our profits to good causes.
To find out more about us and our fantastic achievements please visit www.lycetts.co.uk .
Benefact Group is a unique international financial services Group made up of over 30 businesses.
We are owned by a charity and are currently the UK's 3rd largest corporate donor, having given away £200 million since 2016.
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.