The Role
We’re hiring a Chief Operating Officer who will sit at the right hand of our Founder & CEO and run the operational engine of the business. This is a senior leadership role for a proven operator who brings structure, accountability, and execution to a fast-scaling, international financial planning business.
You will be fully responsible for the day-to-day internal operations of the company across multiple jurisdictions. You’ll ensure our teams, systems, compliance, and reporting functions are aligned, integrated, and efficient—freeing the CEO to focus entirely on growth, client relationships, brand, and strategic direction.
This is not a support role. This is a Number 2 position for someone who commands trust, earns respect, and thrives in a high-performance environment where clarity, consistency, and execution are non-negotiable.
About Forth Capital
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.
We serve HNWI expatriates across 53 countries and operate from offices across four continents. We’ve been shortlisted for 'International Business of the Year' at the 2025 British Business Awards and were recent winners of the 2024 Investment International Awards for 'Excellence in Advisory Best Practice.'
We are rated ‘Excellent’ on Trustpilot and are in a phase of focused international expansion.
Key Responsibilities
1. Operational Leadership
- Lead and refine end-to-end operational workflows across all global offices (Dubai, UK, EU, US).
- Design scalable, compliant systems for onboarding, advice delivery, client reviews, and internal admin.
- Take full ownership of operational delivery, quality control, and adviser enablement.
2. Technology & MI Ownership
- Lead all CRM and systems decisions; drive adoption, automation, and efficiency.
- Build and own monthly MI dashboards: revenue, AUM, pipeline, adviser performance.
- Ensure data integrity and real-time visibility across all business units.
3. HR & People Management
- Manage recruitment, performance tracking, contracts, and team development.
- Instil a culture of clarity, accountability, and continuous improvement.
- Act as day-to-day team leader for back-office, admin, and paraplanning staff.
4. Compliance & Regulatory Integration
- Own the internal compliance process in collaboration with external specialists.
- Ensure full adherence to MiFID II, GDPR, FATCA/CRS, and suitability standards.
- Embed compliant processes across all jurisdictions and platforms.
What We’re Looking For
- 10+ years of operational leadership in regulated financial services (IFA, Wealth Management, Platforms).
- Experience managing teams and operations across UK, EU, and international markets.
- Strong hands-on CRM/system skills (Xplan, Intelliflo, HubSpot, Salesforce).
- Proven track record in implementing processes, leading teams, and automating workflows.
- Commercially sharp, emotionally intelligent, and obsessed with operational excellence.
- Comfortable operating as the #2 to a high-D/I visionary founder.
The Right Person Will Be:
- A doer with strategic oversight and sleeves-rolled-up execution.
- Loyal, structured, discreet, and calm under fire.
- Someone who owns outcomes, builds systems, and leads people without drama.
- Respected by advisers, feared by bottlenecks, trusted by the CEO.
What We Offer
- A leadership role in a respected and scaling global business.
- Daily impact alongside a dynamic founder and international adviser team.
- Freedom to build a best-in-class back office your way—with the full backing of the CEO.
- Competitive compensation and performance-linked incentives.
To Apply or Learn More
Contact [email protected] with a short cover note and CV.
Confidential discussions welcome.
