Job Description
Job Title: IFA Administrator
Location: Remote UK
Working Hours: 40 hours/week, flexible with core hours 9:30-3:30
Salary: £28,000 - £32,000
About The Client:
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 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.
Package Details:
The successful candidate will receive a Salary of £28,000 - £32,000 Per Annum
Other benefits include:
* 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
Purpose of the role:
This position merges the key responsibilities of an IFA Administrator and a Junior Paraplanner. As a IFA Administrator, you will provide operational and light technical support to the Advice and Paraplanning teams, ensuring client records are meticulously maintained, provider relationships are managed efficiently, and high-quality support is given throughout the advice process.
Duties and Responsibilities:
Your duties will include but not be limited to:
• Support the Advice Operations, Paraplanning, and Advice Teams with daily tasks.• Handle Adviser & Third-Party email correspondence via a shared mailbox.• Handle incoming and outgoing telephone calls in a polite and professional manner.• Draft, proofread, and send letters and information requests to clients and third parties.• Organise, maintain, and update client files using Zoho WorkDrive.• Organise and maintain client records using Zoho CRM.• Complete basic AML checks on client identification.• Compile MI data into spreadsheets for Senior Managers.• Liaise with providers to chase new business, transfers, valuations, and documentation requests.• Prepare basic research documents for paraplanners and senior paraplanners.• Assist paraplanners and advisers in creating client presentations, suitability reports, and annual review documents.• Maintain compliance with financial regulations and internal policies.• Shadow paraplanners, senior paraplanners, and advisers to develop technical knowledge.
The Ideal Employee:
* Previous experience as a financial planning administrator - ideally in high-net-worth or boutique IFA settings
* Passionate about Six Degrees and it's future
* 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
Experience required:
• Strong organisational skills and attention to detail.• Excellent written and verbal communication abilities.• Proficiency in Microsoft Office (Word, Excel, Outlook).• Previous financial services experience required - ideally from an IFA Administrator, Client Services, or Junior Paraplanner role.• Willingness to learn and complete relevant qualifications (e.g., CII/CISI/LIBF).• Ability to work independently in a remote-first environment and manage multiple priorities effectively.
Qualifications required:
• Minimum of a Level 3 qualification (e.g., A-Level, BTEC) - ideally in a finance, business, or economics-related field of study.