Cross-Border Financial Advisor

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

Money Maximising Advisors | Ireland

Position Overview

Money 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 Responsibilities

• Provide professional financial advice aligned with Irish / UK regulatory standards across areas such as mortgages, pensions, investments, and life / protection products
• Conduct detailed fact-find and needs analysis meetings with clients
• Prepare and present financial recommendations in a clear and structured manner
• Work closely with underwriting teams, case managers, and lenders / providers to support client applications and document processing
• Maintain comprehensive client records within our CRM and ensure strong compliance and data accuracy
• Stay up to date with industry regulations, market changes, and product developments
• Build strong client relationships through professionalism, transparency, and exceptional service

Required Skills & Qualifications

Professional Attributes

About Money Maximising Advisors

Money 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 Type

Remote — Based in India

Full-time | Long-term career opportunity