Financial Services Administrator

JR United Kingdom; Leicester; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading financial planning firm is seeking an experienced IFA Administrator for a remote position. The successful candidate will improve operational efficiency and build strong relationships with high-net-worth clients. Ideal for someone passionate about operations, with strong organizational skills, looking to contribute to a purpose-driven company.

Benefits

Private healthcare (Aviva)

Life cover (8x salary)

EMI share scheme for employees

Travel and accommodation covered for meetups

Qualifications

• Experienced in financial planning administration in high-net-worth or boutique IFA settings.
• Confident in communication with providers and resolving queries.
• Enjoys operations and admin without seeking a fast track to adviser role.

Responsibilities

• Managing provider relationships and organizing client documentation.
• Supporting advisers by preparing files and reducing admin bottlenecks.
• Ensuring all documentation is accurate, compliant, and complete.

Skills

Organisational skills

Attention to detail

Communication skills

Tech-savvy

Education

Previous experience as a financial planning administrator

Tools

Zoho CRM

WorkDrive

Job description

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Client:

Six Degrees

Location:

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.