Expat Financial Advisor [Australia]

Location : Australia
Date listed : 21 Feb 2024

An outstanding opportunity for a dual-qualified Financial Advisor looking to advance their career with a leading international financial planning and wealth management company.

The role will focus on building new client relationships, working closely with dedicated marketing, paraplanning and client services teams. The collaborative environment at Forth Capital aims to support advisors in delivering exceptional service to clients.

Our commitment to continuous training and upholding high standards also reflects our dedication to professional development and excellence, ensuring that our advisors maintain a high calibre of service delivery.

Forth Capital

Established in 2004, Forth Capital provides international financial planning, wealth management and pension transfer advice to our clients in more than 50 countries worldwide.

Combining our global reach with local expertise, Forth Capital is licensed and regulated in Australia, the UK, Hong Kong, the US, Switzerland, and the EU.

Rated ‘Excellent’ by our clients on Trustpilot, Forth Capital's dual-qualified advisors have been helping our British expats secure their financial freedom for two decades - making the complex, simple, and providing continuity of advice wherever they are in the world.

Key Responsibilities

  • Plan, implement and execute your business plan in line with agreed targets.
  • Manage and service your client bank, adhering to annual review deadlines and compliance standards.
  • Generate new business referrals and referral networks.
  • Conduct all client meetings in line with Forth Capital’s business standards.
  • If not already dual-qualified, secure the requisite qualifications to become dual-qualified, and maintain knowledge through Continuous Professional Development (CPD).
  • Ensure IT and CRM systems are kept up to date following company standards and procedures.

Required Qualifications

  • Preferably Qualified to Level 4 UK Diploma.
  • Preferably on the Australian Financial Advisors Register (FAR).
  • We will consider;
    • UK advisors able to satisfy the ASIC ‘Experienced Advisor’ criteria [i.e., having been on the FCA register as a provider of financial advice to a retail client at any time between 1 January 2016 and 1 January 2019]; or
    • FAR listed Australian advisors who will secure UK qualification while working with us.

Required Experience

  • Minimum of 3 years’ experience and a proven track record of success as a financial advisor working at an FCA-regulated or international financial advice firm.

Required Skills

  • A pro-active and entrepreneurial attitude that has led to the generation of new business, whilst maintaining client relationships effectively and efficiently.
  • Expertise in the technical aspects of pension transfers.
  • Excellent record keeping with high level of attention to detail and accuracy.
  • Ability to work under pressure and to deadlines.
  • Strong verbal, written communication, and stakeholder management skills.
  • Familiarity with back-office systems (ideally Xplan), investment platforms, and cash flow modelling systems.


  • Australia [or remote if certain criteria are satisfied].

What we will give you

  • Significant 8 figure client bank.
  • Generous fee split.
  • Weekly qualified leads.
  • Administration and paraplanning support.
  • UK pension transfer specialist in-house.
  • Being part of a respected international business, established for 20 years.

Apply Here

FC Careers
You must enable javascript to view this website