31 July, 2010

Overseas Careers for Financial Planners

Financial Planning Jobs for Australians Overseas.

We maintain a network of contacts amongst overseas financial advisory firms, throughout Asia and elsewhere. As a result, we regularly receive inquiries about whether we are aware of Australian financial planners that might consider a career overseas. We are happy to support these requests because we believe there is not sufficient Australian expertise on the ground in overseas locations- with the result that Australian are often sold unsuitable products. An example is life insurance “investment wrappers” which may be suitable product for British expatriates but may be caught be Australia’s FIF legislation when an expatriate returns to Australia. We also believe that there is a great future for Australians willing to focus their careers on providing quality advice to the many thousands of Australians who spend all or part of their lives overseas.

Experienced and qualified financial planners who are interested in exploring working overseas are invited to send their CV’s to fpcareers [at] exfin.com in either Word or PDF format – we will retain these details and respond when we think a suitable vacancy arises.

Success in these jobs depends as much on personal enthusiasm, initiative and adaptability as your technical skills as a planner or investment advisor – the firms involved have good local, and often regional, presences but you will be expected to develop your own client basis and remuneration is often tied entirely to performance.

IMPORTANT: The material contained in this website and other associated communications is only intended as general, background information and must not be relied upon. No warranty is provided in relation to any material or to the services that may be contracted through exfin.com. It is recommended that individuals seek the advice of qualified professionals before taking any action.