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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 covered travel expenses for 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 want to grow in a digital-first environment.
The predicted salary is between 28000 - 32000 £ per year.
Location: Remote (UK-based) with quarterly in-person meetups
Salary: £28,000 – £32,000 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:
- Passionate about Six Degrees and its future
- Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings
- Hungry to learn, grow, and engage in the broader business
- 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.
Contact Detail:
Six Degrees Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services 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
Research Six Degrees and their approach to wealth management. Understanding their values and how they serve ultra-high-net-worth clients will help you align your answers during any discussions.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning administration, especially in high-net-worth settings. Highlight specific examples of how you've improved operational efficiency or built strong provider relationships.
✨Tip Number 4
Show your enthusiasm for the role by thinking about how you can contribute to the team’s success. Be ready to share ideas on improving processes or enhancing client service during your conversations.
We think you need these skills to ace Financial Services 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 Six Degrees and its future. Mention specific experiences that align with the responsibilities of the role, such as managing client documentation and improving provider relationships.
Showcase Your Organisational Skills: In your application, provide examples of how you've demonstrated strong organisational skills and attention to detail in previous roles. This is crucial for managing client documentation and ensuring compliance.
Highlight Your Tech Savviness: Mention any experience you have with digital tools like Zoho CRM or similar platforms. Emphasise your openness to new ways of working, as this aligns with the company's modern, digital-first approach.
How to prepare for a job interview at Six Degrees
✨Show Your Passion for the Role
Make sure to express your enthusiasm for the position and the company. Research Six Degrees and be ready to discuss why their values and approach resonate with you, especially in serving high-net-worth clients.
✨Demonstrate Your Organisational Skills
As a Financial Services Administrator, strong organisational skills are crucial. Prepare examples of how you've effectively managed documentation and improved processes in previous roles, particularly in a remote setting.
✨Prepare for Technical Questions
Since the role requires being tech-savvy, brush up on any relevant software like Zoho CRM. Be ready to discuss how you've used technology to enhance operational efficiency or solve problems in past positions.
✨Practice Communication Scenarios
Given the importance of building relationships with providers and third parties, think of scenarios where you've successfully resolved queries or issues. Practising these examples will help you convey your confidence during the interview.
