Job Title: IFA Administrator
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 it\'s 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.
Locations
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Cheshire, Warrington
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Six Degrees. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Six Degrees.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Six Degrees. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Six Degrees and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Six Degrees how you can be a team player!
How to prepare for a job interview at Six Degrees
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Six Degrees.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Six Degrees's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
