International Financial Advisor

Full-time | High-Earning | Entrepreneurial

To meet significant and increasing demand from expatriating British (U)HNW professionals, Forth Capital is expanding its advice team as part of an exciting new phase of international growth.

To be successful in this role you will fit one of the following three profiles:

• You’re currently in the UK but see the next step of your career being abroad, building a portfolio of clients internationally, with the support of an established, award winning, cross-border financial planning and wealth management business.
  
• You are currently an international financial adviser but are frustrated by a lack of new business leads and/or sub-optimal support and administration.

• You’ve returned to the UK from abroad and want to continue to support your clients and grow your international client portfolio with qualified leads and market-leading international compliance and back-office support.

We will provide the international licenses, the market-leading support and the award-winning investment strategies. You bring the hunger, the skill, and a winning entrepreneurial mindset.

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’ by our clients on Trustpilot.

What We Offer

• Minimum of 3 qualified leads per week.
• Dedicated adviser assistants +Full-time support for business processing and admin.
• Industry leading in-house compliance & paraplanning.
• In-house tax team - Providing expert tax advice, integrated into your service, and tax leads.
• AI-powered CRM tools - Streamlined systems to boost efficiency.
• UK, EU [MiFID], US, Hong Kong and Australian and Swiss licenses and international regulatory cover - Meaning you can service your clients wherever they are.
• Opportunity to live and work in some of the fastest growing cities on the planet.
• Relocation support.
• Infrastructure and reputation trusted by clients, globally.
• Access to exclusive ETF portfolios managed by Morningstar, the world’s largest fund analytics company.
• Pathway to Partnership and Retirement Buyout Option
• Retainer plus fee splits.
• Uncapped earnings.
  

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 clients.
• Deliver expert advice across investments, pensions, cross-border tax, and estate planning.
• We give you the tools to perform, you deliver the results.
  

Required Qualifications

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

Required Skills & Experience

• Minimum of 3 years’ working as an IFA.
• 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.
• 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.

Questions and Further Information

If you require any further information prior to applying for this role [below] please contact Forth Capital's Commercial Manager, Paul Docherty:

Email [email protected]
Telephone +44 131 6000 625