International Financial Advisor [Australian Qualified] – Opportunity to inherit an Australian c[…]

المسمى الوظيفي

411_2416716

International Financial Advisor (Australian Qualified) – Opportunity to inherit an Australian client bank

Location: Dubai, UAE

Forth Capital is expanding its team and looking for an individual to manage our Australian client bank. We’re offering an exceptional opportunity for an Australian-qualified financial adviser based in Dubai to join a leading international wealth management firm – with the infrastructure, compliance, and investment expertise to take your career to the next level.

Who This Role Is Perfect For

• You’re an Australian-qualified advisor already working in Dubai, but feel limited by poor lead flow, lack of proper international licensing, or weak admin support.
• You want to build and manage a truly international client portfolio, backed by a recognised global brand.
• You’re ambitious, independent, and entrepreneurial – but you want structure and support to scale your success.

About Forth Capital

Forth Capital is a globally regulated financial planning and wealth management firm, with offices across four continents. Our advisors are dual-qualified and provide cross-border financial advice to HNW expatriates in 53 countries.

• Winner – ‘Excellence in Advisory Best Practice’ at the 2024 Investment International Awards
• Shortlisted – ‘International Business of the Year’ at the 2025 British Business Awards
• Rated ‘Excellent’ on Trustpilot by our clients worldwide

What We Offer

• Opportunity to receive a sizeable Australian client bank
• Minimum of 3 qualified leads every week
• Pathway to Partnership
• Retirement Buyout Options
• Dedicated adviser assistants + full admin support
• In-house paraplanning, compliance, and tax advisory
• Licences in Australia, UK, EU (MiFID), US, Hong Kong, and Switzerland – Service clients wherever they are located
• Exclusive ETF portfolios – managed by Morningstar
• Relocation support for future international postings
• AI-driven CRM and client onboarding tools
• Uncapped earnings – real growth potential

Your Role & Responsibilities

• Build and deliver on a business plan aligned with personal and company goals
• Convert qualified leads into long-term clients with expert financial advice
• Deliver annual reviews and ensure full cross-border compliance
• Advise clients across investments, pensions, tax structuring, and estate planning
• Drive business development through referrals, partnerships, and professional networks
• Use our CRM and processes to maintain accurate, up-to-date records
• Manage and grow our Australian client bank

المؤهلات المطلوبة

• Australian Financial Advice qualification – ASIC approved degree in financial planning or qualification via The Experience Pathway
• Level 4 UK (preferred)
• Chartered status (preferred) or working towards

Required Skills & Experience

• At least 5 years’ experience as an IFA, ideally with international exposure
• Confident advising across jurisdictions, especially AU–UAE corridors
• Proven track record managing significant assets under management (AUM)
• Business development mindset – confident with networking and referrals
• Strong understanding of cross-border pension/super, investments, and tax planning
• Professional, trustworthy, and client-first in every interaction
• Highly organised, with excellent knowledge of compliance requirements

If you’re a Dubai-based, Australian-qualified financial adviser ready to elevate your career on the international stage then Forth Capital is the platform you’ve been looking for.

#J-18808-Ljbffr

2025-11-11 12:37:29