Financial Services Administrator

JR United Kingdom; Doncaster; Remote; GBP 30,000 - 45,000; Full time

Job summary

Une société de gestion de patrimoine innovante recherche un IFA Administrator pour une transparence opérationnelle et un service exceptionnel. Le candidat idéal aura une expérience dans des environnements IFA de haute valeur nette, sera autonome, organisé et désireux d'améliorer les processus. Dans ce rôle à distance, vous bénéficierez de flexibilité et de rencontres trimestrielles.

Benefits

Travail à distance avec horaires flexibles

Assurance santé privée (Aviva)

Couverture de vie (8x salaire)

Frais de voyage pour les rencontres

Qualifications

• Expérience antérieure en tant qu'administrateur en planification financière.
• Excellence dans la gestion des documents et la communication avec des tiers.
• Aptitude à travailler de manière autonome en environnement à distance.

Responsibilities

• Améliorer les relations avec les fournisseurs et gérer la documentation client.
• Soutenir les conseillers en préparant des dossiers et en résolvant des problèmes.
• Veiller à la conformité de toute la documentation.

Skills

Organisation

Attention aux détails

Communication

Compétences techniques

Education

Expérience en planification financière

Expérience avec Zoho CRM

Job description

Social network you want to login/join with:

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Client:

Six Degrees

Location:

doncaster, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Job Title: IFA Administrator

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.