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

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

Money Maximising Advisors | Ireland

Position Overview

Financial Advisor

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