Senior Administrator

Six Degrees; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a detail-oriented Senior IFA Administrator to enhance operational efficiency in a remote setting. This role involves managing client documentation, improving provider relationships, and ensuring compliance in documentation. Ideal for someone passionate about operations rather than a fast track to advisory roles, this position offers the flexibility of remote work with quarterly in-person meetups. Join a forward-thinking firm that values quality and purpose, and contribute to delivering exceptional service to ultra-high-net-worth clients.

Benefits

Private Healthcare (Aviva)

Life Cover (8x salary)

EMI Share Scheme

All travel and accommodation expenses covered for meetups

Flexible working hours

Qualifications

• Experience in high-net-worth or boutique IFA settings is essential.
• Strong communication skills to resolve queries with providers.

Responsibilities

• Manage client documentation and improve provider relationships.
• Support advisers by preparing files and reducing admin bottlenecks.

Skills

Organisational Skills

Attention to Detail

Communication Skills

Tech-savvy

Education

Experience as a Financial Planning Administrator

Tools

Zoho CRM

WorkDrive

Job description

This range is provided by Six Degrees. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Six Degrees

Trusted Partner in Retained Recruitment for Financial Services | Delivering Quality, Speed, and Precision

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:

• Previous experience as a financial planning administrator — ideally in high-net-worth or boutique IFA settings
• 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.

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

Industries

Banking, Investment Management, and Investment Banking