Financial Advisor Role with Inherited Australian Client Base

Full-time | High-Earning | Entrepreneurial

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

Required Qualifications

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.