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We are currently recruiting for a National Financial Planning practice who are looking to recuit an IFA Administrator in their Worthing office. Purpose of role To provide pre and post-sales support to the Financial Advisers. To ensure that client documentation/requests are accurately processed and completed within the required time scales; and in accordance with the compliance guidelines as defined by the Company. To provide a high level of support to clients in an efficient, compliant and professional manner. Key Responsibilities To obtain illustrations, key features and application forms from Platforms Providers as required. Compile client meeting packs containing documentation such as, but not limited to, valuations, client agreement, fact find, risk questionnaire and profile for the Adviser to use at client meetings. To post client documentation to the client or product providers as appropriate. To issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information. Update client policy records on receipt of information on Intelliflo Office. To accurately maintain client personal details and policy information and update on Intelliflo Office. To prepare new business applications in accordance with the Company's standard operating procedures and compliance handbook. Deal with and respond to written, telephone and electronic general enquiries for IFAs, colleagues, clients and providers. Provide clients with timely and accurate information and obtain any new business information and existing policy information from clients where required. Maintaining relationships and contacts with providers to ensure a professional service. Deal with any resulting fee and commission queries from the Finance Department. To produce accurate, regular and ad-hoc client valuation schedules, and input into Intelliflo Office. To arrange for amendments to encashment and withdrawal requests from existing client plans as instructed by the Adviser and inform the client by email where appropriate. To updateIntelliflo Office client records with the amendments. Managing time effectively to ensure all work is processed. Regular reports such as cash balance monitoring, pipeline and weekly MI is reviewed in line with expectations. To operate and manage an effective diary within Intelliflo Office to ensure that all activities are planned for and carried out in a timely manner. To ensure that Advisers and the IFA Admin Manager are informed of any client related events and issues in a timely manner. To provide cover and carry out duties for other Administrators in the team, in their absence. Where necessary: - Projects - carry out projects as required by the business which may include the following key areas o Intelliflo Office o Platforms / Providers o Investment Committee o New Business Experience / Skills Required Computer literate in Microsoft Office and other applications Excellent communication skills both written and verbal Client centric in approach Organised and highly motivated Good levels Industry knowledge Good attention to detail Accurate data entry and record keeping skills Willingness to study towards professional qualifications (desirable but not essential)
Job Title: Performance & Medical Manager (Men's Academy) Location: American Express Elite Football Performance Centre, Lancing Salary: Competitive Job Type: Full- Time, Permanent Deadline Day: 17th May 2024 About Brighton & Hove Albion FC We compete at the highest levels of football on a global stage whilst keeping our Sussex community spirit. Our vision is to be a top ten Premier League club and a top four Women's Super League club. A commitment to high performance, high professional standards and making a difference is at the heart of everything we do. Lead our performance and medical department at our category 1 academy This role will play a pivotal role of developing our men's academy physical development and medical programme determined by the departments key principles, philosophies and performance pillars. We are one team at Brighton, so you will work closely with the wider multidisciplinary teams to ensure the physical programme is integrated into a holistic player development pathway. You will line manage and coordinate our academy medical and performance teams to ensure objectives are met and effective delivery is evidenced throughout the programme. Do you have what it takes The successful candidate will need to hold the following qualifications: MSc in Sport Science/ Medicine (or equivalent) FA Level 2 Emergency Aid certificate FA Safeguarding certificate You will have extensive experience of medical and performance provisions in an elite sporting environment. You will have line management experience and a good understanding of the EPPP. Here at Brighton, we are known for our culture and values leading the way, and the right people will need to fit into that. You will work hard, but the great thing about football is that you will see the results. Our values play a pivotal role in our success Our values are a set of filters through which we deliver to each other, our fans, our partners and our sponsors. As a team we live and breathe these values: Treat People Well Exceed Expectations Aim High. Never Give Up Act with Integrity Make it Special How we say thank you In return for your hard work and commitment to us, some of the additional benefits you will receive will include, but not limited to: Free breakfast and lunch at both sites 23 days holiday rising with length of service (pro rata for part time staff) Rewards platform, which includes access to 900 retailers, a wellbeing centre and much more! Priority access to match tickets and access to free WSL tickets for 23/24 season In-house training programme and CPD opportunities Discounts and benefits from partners and local businesses Our commitment to Diversity and Inclusion We are proud to be an equal opportunity workplace that reflects the diversity of our society and the world around us. Our core values mean that we have a strong ethical culture which allows us to meet the needs of our diverse audience, both on and off the pitch. We encourage applications from individuals regardless of their age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnership. If you require any reasonable adjustments to support your application, do not hesitate to get in touch with our People and Culture team. Safeguarding is part of everything we do We are committed to safeguarding and promoting the welfare of children, young people and adults at risk. We expect all colleagues and volunteers to share this commitment. This is a UK based job. It is unlawful to employ a person who does not have permission to live and work in the UK. All offers of employment for this role are subject to background checks, including criminal (DBS) and right to work, as well as a full reference history. We do not offer sponsorship for applicants who do not have the right to work in the UK. Application Process: To submit your application for this exciting Performance & Medical Manager opportunity, please click Apply' now. Applications for this role close on the 17th of May 2024.