Financial Services Administrator

JR United Kingdom; Derby; Remote; GBP 35,000 - 55,000; Full time

Job summary

Une entreprise avant-gardiste recherche un Administrateur IFA senior pour rejoindre son équipe dynamique. Ce rôle à distance implique l'amélioration de l'efficacité opérationnelle et la gestion des relations avec les fournisseurs tout en offrant un service exceptionnel aux clients disposant d'actifs importants. Si vous êtes organisé, passionné et désireux de contribuer à une entreprise qui valorise la qualité et la personnalité, postulez dès maintenant.

Benefits

Travail à distance

Couverture santé privée

Couverture de vie (8x salaire)

Schéma d'actions EMI pour tous les employés

Frais de voyage et d'hébergement couverts pour les rencontres trimestrielles

Qualifications

• Expérience en tant qu'administrateur financier dans un environnement de haute richesse.
• Passion pour l'opération et l'administration, sans désir immédiat de devenir conseiller.
• Capacité à travailler de manière autonome en tant que membre d'une équipe distante.

Responsibilities

• Améliorer les relations avec les fournisseurs en étant le contact principal.
• Gérer la documentation client et les fichiers numériques.
• Soutenir les conseillers dans la préparation des fichiers et réduire les goulets d'étranglement administratifs.

Skills

Organisation

Communication

Détail

Tech-savvy

Tools

Zoho CRM

Job description

Social network you want to login/join with:

Location: Remote (UK-based) with quarterly in-person meetups

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)
• 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.