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Financial services administrator

Ipswich
Six Degrees
Financial services administrator
Posted: 14h ago
Offer description

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.

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