International Financial Advisor

Type: Full-time | High-Earning | Entrepreneurial

This is not a job for the average advisor. This is for dual-or-triple-qualified international elite performers who want to earn big, grow fast, and play on a global stage. We provide full licensing, top-tier portfolios, and world-class support — you bring the hunger, the skill, and the mindset to win.

About Us

Forth Capital provides award winning international financial planning, wealth management and pensions advice, from dual qualified advisers authorised and regulated in the UK, Switzerland, the EU, Australia, the US, and Hong Kong, to HNWI expatriates worldwide.

With offices across four continents, our expertise and international licences enable us to provide the right cross-border financial solutions for our clients in 53 countries around the globe.

Shortlisted for the 'International Business of the Year' award at the 2025 British Business Awards, winners at the 2024 Investment International Awards for 'Excellence in Advisory Best Practice’ and rated ‘Excellent’ on Trustpilot.

Key Responsibilities

• Develop and execute your business plan in alignment with agreed targets
• Proactively manage and grow your client portfolio, ensuring timely annual reviews and full compliance
• Generate new business opportunities through referrals and professional networks
• Maintain accurate and up-to-date client records using CRM systems, adhering to company processes
• Convert high-quality, qualified leads into long-term recurring revenue
• Deliver expert advice across investments, pensions, cross-border tax, and estate planning
• Operate as a business owner — we give you the freedom, you deliver the results

Required Qualifications

• Fully qualified in local jurisdiction to give Financial Advice
• Level 4 UK (Required)
• Chartered or working towards chartership

Required Skills & Experience

• Minimum of 5 years’ working as an IFA with 3 years' experience in international financial advice (Preferable)
• Self-motivated and entrepreneurial mindset - able to work independently, take ownership of client relationships, and drive business growth
• Demonstrated ability to attract and manage substantial assets under management (AUM) - candidates should be confident in onboarding clients with sizable portfolios and delivering long-term value
• Excellent knowledge of cross-border financial planning, including pensions, investments, tax structuring, and wealth preservation strategies for HNW clients
• Strong business development skills - able to build a client base from networking, referrals, seminars, and partnerships
• Hunter mentality - aggressive closer with client retention capabilities
• Highly professional and client-focused approach, with outstanding interpersonal and communication skills - persuasive, credible, and sharp
• Strong regulatory and compliance understanding
• Ability to perform well under pressure and meet deadlines

What We Offer

• Warm, qualified leads — no cold calling
• Uncapped earnings
• Access to top ETF portfolios managed by world class asset managers
• Committed and competent admin and paraplanning support — you stay focused on clients
• Full licensing and international regulatory cover meaning you service your clients wherever you may be
• Opportunity to live and work outside the UK
• Infrastructure and reputation trusted by clients globally