People and Operations Manager

Location : Edinburgh
Date listed : 14 June 2024

An exciting opportunity to join a successful International Wealth Management Company with an excellent reputation. Forth Capital aims to make the complex simple for expats worldwide, and has offices in the UK, Australia, Switzerland, Hong Kong, the US and Ireland. Now is an exciting time to join the group with growth plans for the USA, Australia, and across Europe, over the next five years. The role will be focused on people, change-management, and training and development, with additional responsibility for back-office operations and general office management for the Edinburgh office.

About you

We are looking for candidates with IFA or related experience who ideally have lived the expat life and understand the unique challenges of our clients and dual qualified advisors. Ideally you will have experience with people & operations management and have been trained through (or been involved with) an advisor training academy. You will have effective communication, organisational and leadership skills whilst being willing to get involved in a variety of tasks that will require you to get your hands dirty. The successful candidate will report into the Chief Operations Officer.

Key Responsibilities


  • Roll out of human resource support and systems across the global offices.
  • Support graduates, advisors and the back-office team by ensuring they have the tools and training required to fulfil their and the group’s ambitions.
  • Responsible for all training and development and CPD monitoring.
  • Work with managers and directors in setting and tracking key KPIs.
  • Conducting quarterly and annual reviews.
  • Consult directly with outsourced in-country HR support, managing internal processes compliantly.
  • Assist with the recruitment process of new employees.
  • Assist with company and employee contracts / agreements and other documentation.
  • Manage onboarding and departure of employees.
  • Coordinate and maintain employee benefits.


  • Provide support to a range of projects, seeing them through to completion.
  • Management of the back office
  • Overall oversight of the systems and tools used by the business.
  • Relationship management with outsourced contracts.
  • Coordinate the quarterly board meetings, held in the UK, Europe, and Asia.
  • General office management responsibilities.
  • Ad-hoc, as required.

Required Skills and Qualifications

  • Extensive experience with Xplan.
  • Experience with Salesforce ideal, however not required.
  • Ideally experience gained in a Wealth Management or Financial Planning business.
  • Experience with advisor training programmes or training early career professionals.
  • CII or CISI qualified, or part-qualified, desired.
  • Human resources or operational qualification desired.
  • Ability to take initiative, find solutions, and present with detail.
  • Professional and excellent verbal and written communication.
  • An initiative-taker who will go above and beyond to get the job done.
  • A team player who is willing to work collaboratively, as well as independently.
  • Proficient in Microsoft Office: Excel, Word and PowerPoint.

Based: Edinburgh, UK


  • Market related
  • Income Protection after 6 months of employment
  • Workplace Pension after 3 months of employment
  • Inclusion in share group incentive scheme after a year


Working hours will be 9am to 5pm. Monday to Thursday in office and Fridays are work from home.


26 days’ holiday during each calendar year pro rata and in addition 8 days public holidays per year (Including 2-week Christmas shut down)

You must enable javascript to view this website