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- Tasks: Manage client documentation and improve provider relationships in a remote setting.
- Company: Join Six Degrees, a unique wealth manager focused on ultra-high-net-worth clients.
- Benefits: Enjoy flexible hours, 28 days holiday, private healthcare, and quarterly meetups.
- Why this job: Be part of a dynamic team that values quality and purpose over process.
- Qualifications: Experience in financial planning administration and strong organisational skills required.
- Other info: This role is perfect for those who love operations and admin, not just advisory.
The predicted salary is between 30000 - 35000 £ per year.
Location: Remote (UK-based) with quarterly in-person meetups
Salary: £30,000 – £35,000 DOE
Working Hours: 40 hours/week, flexible with core hours 9:30–3:30
What you'll get in return:
- Remote working with core hours of 9:30 a.m. – 3:30 p.m.
- Flexible start/end times (work when you’re most productive)
- 28 days’ holiday + bank holidays + 2 duvet days (38)
- Private healthcare (Aviva) and life cover (8x salary)
- EMI share scheme for all employees
- All travel and accommodation expenses covered for quarterly meetups
Six Degrees is not your average wealth manager. We serve ultra-high-net-worth individuals and families with a purpose-led, values-driven approach to advice, combining private bank-level service with the freedom and agility of a start-up. We’re now looking for an experienced, detail-oriented Senior IFA Administrator to join our small and dynamic team. This is a remote role where you’ll play a key part in improving operational efficiency, building strong relationships with providers, and helping us deliver exceptional service to clients with £3m–£50m in investable assets.
What you'll be doing:
- Owning and improving provider relationships becoming the go-to contact
- Managing and organising client documentation and digital files (Zoho CRM & WorkDrive)
- Supporting advisers and paraplanners by preparing files, chasing third parties, and reducing admin bottlenecks
- Ensuring all documentation is accurate, compliant, and complete
- Helping keep money moving efficiently through the advice and implementation process
- Participating in regular virtual team meetings and quarterly in-person meetups
What we’re looking for:
- Previous experience as a financial planning administrator — ideally in high-net-worth or boutique IFA settings
- Confidence communicating with providers and third parties to resolve queries
- Comfortable working independently in a remote environment
- Strong organisational skills, attention to detail, and good judgement
- Not looking for a fast track to an adviser role. You genuinely enjoy operations and admin
- Tech-savvy and open to new ways of working in a modern, digital-first firm
If you’re looking for a forward-thinking firm that values quality, personality and purpose as much as process — this could be your next chapter. Apply now or message directly for a confidential conversation.
Senior Administrator employer: Six Degrees
Contact Detail:
Six Degrees Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, like Zoho CRM and WorkDrive. Being tech-savvy and showing that you can navigate these platforms will demonstrate your readiness for the role.
✨Tip Number 2
Highlight your experience in managing relationships with providers and third parties. Prepare specific examples of how you've successfully resolved queries or improved communication in previous roles.
✨Tip Number 3
Showcase your organisational skills by discussing how you've previously managed client documentation and ensured compliance. This will help illustrate your attention to detail, which is crucial for this position.
✨Tip Number 4
Emphasise your enjoyment of operational and administrative tasks rather than seeking a fast track to an adviser role. This aligns with the company's values and will make you a more appealing candidate.
We think you need these skills to ace Senior Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a financial planning administrator, especially in high-net-worth or boutique IFA settings. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for operations and administration. Mention specific examples of how you've improved operational efficiency or built strong relationships with providers in previous roles.
Highlight Tech Savviness: Since the role requires being tech-savvy, mention any experience you have with digital tools like Zoho CRM or similar platforms. This will show that you're ready to adapt to a modern, digital-first firm.
Showcase Your Organisational Skills: Provide examples in your application that demonstrate your strong organisational skills and attention to detail. This could include managing client documentation or ensuring compliance in previous positions.
How to prepare for a job interview at Six Degrees
✨Showcase Your Organisational Skills
As a Senior Administrator, your ability to manage and organise client documentation is crucial. Be prepared to discuss specific examples of how you've successfully handled complex administrative tasks in the past.
✨Demonstrate Your Communication Skills
You'll need to communicate effectively with providers and third parties. During the interview, highlight instances where you've resolved queries or built strong relationships, showcasing your confidence in these interactions.
✨Familiarise Yourself with Relevant Tools
Since the role involves using Zoho CRM & WorkDrive, it’s beneficial to have a basic understanding of these tools. If you have experience with similar software, mention it and express your eagerness to learn new systems.
✨Emphasise Your Attention to Detail
Given the importance of compliance and accuracy in this role, be ready to provide examples that demonstrate your meticulous nature. Discuss how you ensure that all documentation is complete and compliant in your previous roles.
