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 AwardsShortlisted - 'International Business of the Year' at the 2025 British Business AwardsRated ‘Excellent’ on Trustpilot by our clients worldwideWhat We Offer
Opportunity to receive a sizeable Australian client bankMinimum of 3 qualified leads every weekPathway to PartnershipRetirement Buyout OptionsDedicated adviser assistants + full admin supportIn-house paraplanning, compliance, and tax advisoryLicences in Australia, UK, EU (MiFID), US, Hong Kong, and Switzerland - Service clients wherever they are locatedExclusive ETF portfolios – managed by MorningstarRelocation support for future international postingsAI-driven CRM and client onboarding toolsUncapped earnings – real growth potentialYour Role & Responsibilities
Build and deliver on a business plan aligned with personal and company goalsConvert qualified leads into long-term clients with expert financial adviceDeliver annual reviews and ensure full cross-border complianceAdvise clients across investments, pensions, tax structuring, and estate planningDrive business development through referrals, partnerships, and professional networksUse our CRM and processes to maintain accurate, up-to-date recordsManage and grow our Australian client bankRequired Qualifications
Australian Financial Advice qualification - ASIC approved degree in financial planning or qualification via The Experience PathwayLevel 4 UK (preferred)Chartered status (preferred) or working towardsRequired Skills & Experience
At least 5 years’ experience as an IFA, ideally with international exposureConfident advising across jurisdictions, especially AU–UAE corridorsProven track record managing significant assets under management (AUM)Business development mindset – confident with networking and referralsStrong understanding of cross-border pension / super, investments, and tax planningProfessional, trustworthy, and client-first in every interactionHighly organised, with excellent knowledge of compliance requirementsIf 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.
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