Remote Wealth Admin for UHNW Client Services

Six Degrees; United States; Remote; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Private healthcare

Life cover (8x salary)

EMI share scheme

Travel expenses covered for quarterly?

Job summary

Six Degrees is seeking an experienced, detail‑oriented IFA Administrator to join our remote, growth‑minded team. You will support advisers, prepare client files, chase third parties and manage documentation to keep the advice and implementation process moving smoothly.

In a flexible, remote role with core hours 9:30 a.m.–3:30 p.m., you will collaborate across providers, maintain strict records in Zoho CRM and WorkDrive, and contribute to delivering first‑class service for clients with £3m–£50m

Qualifications

• Previous experience as an IFA administrator.
• Strong organisational skills and attention to detail.
• Ability to work independently in a remote environment.
• Comfortable communicating with providers and third parties.

Responsibilities

• Own and improve provider relationships as the go-to contact.
• Manage and organise client documentation and digital files.
• Support advisers and paraplanners by preparing files and chasing third parties.
• Ensure all documentation is accurate and compliant.
• Help move money through the advice and implementation process.
• Participate in regular virtual meetings and quarterly meetups.

Skills

Provider relationships

Client documentation

CRM software

Remote work

Communication

Tools

Zoho CRM

WorkDrive

Job description

Six Degrees is seeking an experienced, detail‑oriented IFA Administrator to join our remote, growth‑minded team. You will support advisers, prepare client files, chase third parties and manage documentation to keep the advice and implementation process moving smoothly.

In a flexible, remote role with core hours 9:30 a.m.–3:30 p.m., you will collaborate across providers, maintain strict records in Zoho CRM and WorkDrive, and contribute to delivering first‑class service for clients with £3m–£50m