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

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

Based in India with flexibility to work remotely with Ireland-based clients and team

Must 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 certification

Strong understanding of financial planning concepts, mortgage advisory, pensions, or investment products

Excellent written and verbal communication skills

Ability to work independently and manage client relationships with professionalism

Experience using CRM systems preferred

Strong ethical standards and commitment to compliance

Professional Attributes

Client-centric approach with emphasis on trust, clarity, and long-term support

Analytical thinker with strong attention to detail

Ability to simplify complex financial information for clients

Passionate about continuous learning and professional development

Driven to deliver meaningful financial outcomes for individuals and families

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