Job Description

Job Title: Advice Operations Administrator / Financial Services Administrator

Location: Remote – UK

Quarterly in-person team meetups, with all travel and accommodation expenses covered. 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ

Working Hours: 40 hours per week

Flexible working with core hours of 9:30am – 3:30pm, giving you flexibility around your start and finish times.

About Our Client:

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.

As a modern, remote-first business, Six Degrees has created an environment where people are trusted to work flexibly, encouraged to develop and given the opportunity to contribute to the wider business.

We’re now looking for an Advice Operations Administrator to join the team. This opportunity is designed for someone starting out or in the early stages of their career within financial advice or advice operations.

You’ll provide administrative support to the Paraplanning and Advice teams and their clients, while learning the fundamentals of financial advice and advice operations and developing your knowledge of the wider financial services profession.

Package Details:

The successful candidate will receive a basic salary of £28,000 - £32,000 depending on experience & qualifications.

Other benefits include:

• Remote working with core hours of 9:30am – 3:30pm
• Flexible start and finish times, allowing you to work when you’re most productive
• 28 days’ holiday plus bank holidays
• 2 additional duvet days – 38 days' total leave
• Private healthcare through Aviva
• Life cover at 8x salary
• EMI share scheme for all employees
• All travel and accommodation expenses covered for quarterly in-person meetups

Purpose of the role:

As an Advice Operations Administrator, you’ll provide day-to-day administrative support across the Advice Operations and Advice teams, helping ensure advisers, paraplanners and their clients receive an efficient and organised service.

The role is particularly suited to someone at the beginning or early stages of their financial services career who wants to build a strong understanding of how a modern financial planning business operates.

Alongside your core administrative responsibilities, you’ll have the opportunity to shadow Junior Paraplanners, develop your knowledge of financial services and work towards relevant professional qualifications.

Duties and Responsibilities:

Your duties will include, but not be limited to:

• Supporting the Advice Operations and Advice teams with day-to-day administrative tasks
• Managing Adviser and third-party email correspondence through a shared mailbox
• Handling incoming and outgoing telephone calls, ensuring communication is always clear and courteous
• Drafting, proofreading and sending letters as required
• Organising, maintaining and updating client files using Zoho WorkDrive
• Organising and maintaining client records through Zoho CRM
• Sorting, distributing and managing incoming and outgoing post efficiently
• Completing basic AML checks on client identification
• Compiling MI data into spreadsheets for Senior Managers
• Helping ensure client information and documentation is accurately maintained
• Maintaining compliance with financial regulations and internal policies
• Shadowing Junior Paraplanners to develop your knowledge and understanding of financial services

The Ideal Employee:

We’re looking for someone who is organised, proactive and keen to build their career within financial services.

You’ll be comfortable working independently in a remote environment while still being an engaged member of a close-knit team.

Ideally, you will be:

• Highly organised with excellent attention to detail
• A confident written and verbal communicator
• Comfortable communicating with colleagues and third parties
• Able to manage multiple tasks and priorities effectively
• Comfortable working independently within a remote environment
• Keen to learn and develop your knowledge of financial advice and operations
• Confident using technology and working within a modern, digital-first business
• Interested in undertaking relevant professional qualifications and developing within financial services

Experience required:

• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office, including Word, Excel and Outlook
• Previous financial services experience is desirable
• A willingness to learn and develop within financial advice and advice operations
• Willingness to work towards relevant professional qualifications, such as CII, CISI or LIBF