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
