Six Degrees
Financial Services Administrator
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What you'll get:
- Remote working with core hours of 9:30 a.m. – 3:30 p.m.
- Flexible start/end times (work when you’re most productive)
- 28 days’ holiday + bank holidays + 2 duvet days (38)
- 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 growth-stage company.
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.
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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
- 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
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What we’re looking for:
- Passionate about Six Degrees and its future
- Previous experience as a financial planning administrator
- 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
- 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.
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