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.
Financial Services Administrator- Full or Part Time
Financial Services Administrator- Full or Part Time
Part-Time No working from home possible