What you'll get:
· 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 growth-stage company.
We’re now looking for an experienced, detail-oriented 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
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 it's future
Previous experience as a financial planning administrator
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
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.
