FINANCIAL ADVISOR (India-Based, Ireland / UK Accredited Qualification)

JOB POSTING — FINANCIAL ADVISOR (India-Based, Ireland / UK Accredited Qualification)Money Maximising Advisors | IrelandPosition OverviewMoney Maximising Advisors is seeking a skilled and professionally accredited Financial Advisor based in India, who holds or is currently pursuing a recognised financial qualification such as QFA (Qualified Financial Adviser – Ireland), APA (Accredited Product Adviser – Ireland), DipFA, CeMAP, or equivalent UK / Ireland financial certification .The ideal candidate will provide high-quality financial guidance to clients, focusing on mortgages, pensions, investments, and protection planning within the Irish and UK financial advisory frameworks. This role requires strong technical knowledge, excellent client communication skills, and a commitment to compliant, ethical advice.Key ResponsibilitiesProvide professional financial advice aligned with Irish / UK regulatory standards across areas such as mortgages, pensions, investments, and life / protection productsConduct detailed fact-find and needs analysis meetings with clientsPrepare and present financial recommendations in a clear and structured mannerWork closely with underwriting teams, case managers, and lenders / providers to support client applications and document processingMaintain comprehensive client records within our CRM and ensure strong compliance and data accuracyStay up to date with industry regulations, market changes, and product developmentsBuild strong client relationships through professionalism, transparency, and exceptional serviceRequired Skills & QualificationsBased in India with flexibility to work remotely with Ireland-based clients and teamMust hold or be actively completing one of the following recognised financial qualifications : QFA – Qualified Financial Adviser (Ireland)APA – Accredited Product Adviser (Ireland)DipFA – Diploma for Financial Advisers (UK)CeMAP – Certificate in Mortgage Advice and Practice (UK)Equivalent Irish / UK financial advisory certificationStrong understanding of financial planning concepts, mortgage advisory, pensions, or investment productsExcellent written and verbal communication skillsAbility to work independently and manage client relationships with professionalismExperience using CRM systems preferredStrong ethical standards and commitment to complianceProfessional AttributesClient-centric approach with emphasis on trust, clarity, and long-term supportAnalytical thinker with strong attention to detailAbility to simplify complex financial information for clientsPassionate about continuous learning and professional developmentDriven to deliver meaningful financial outcomes for individuals and familiesAbout Money Maximising AdvisorsMoney Maximising Advisors is a regulated financial advisory firm in Ireland providing expert services in mortgages, pensions, investments, wealth planning, and protection. We are committed to helping clients build secure financial futures with transparency, accuracy, and personalised guidance. Our team is expanding globally to support increasing demand and operational growth.Employment TypeRemote — Based in IndiaFull-time | Long-term career opportunity