Financial Services Administrator

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

Job summary

A leading wealth management firm is seeking a Senior IFA Administrator to enhance operations in a remote role. You will liaise with clients holding substantial assets, manage documentation, and ensure operations run smoothly. If you are detail-oriented, tech-savvy, and enjoy administrative roles while fostering strong relationships, this opportunity may be ideal for you.

Benefits

Private healthcare (Aviva)

Life cover (8x salary)

EMI share scheme

Travel and accommodation covered for quarterly meetups

Qualifications

• Experience as a financial planning administrator, preferably in high-net-worth settings.
• Proven ability to manage client documentation and improve provider relationships.
• Comfortable working independently in a remote environment.

Responsibilities

• Manage client documentation and digital files efficiently.
• Support advisers by preparing files and reducing admin bottlenecks.
• Ensure all documentation is accurate, compliant and complete.

Skills

Organisational skills

Attention to detail

Technical savvy

Communication

Tools

Zoho CRM

WorkDrive

Job description

Social network you want to login/join with:

Financial Services Administrator, woking

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Client:

Six Degrees

Location:

woking, 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.