Certified Financial Planner (CFP) – International (Remote, India)

Position : Certified Financial Planner (CFP) – International (Remote, India)Company : Money Maximising AdvisorsLocation : Remote (India, supporting Irish clients)Employment Type : Full-TimeExperience : CFP (International) qualified, minimum 2 years’ experience in financial planningAbout Us : Money Maximising Advisors is a respected and expanding Irish financial services firm, dedicated to helping clients make smarter financial decisions and build lasting wealth. We provide holistic advice tailored to each client’s unique circumstances, and our diverse, international team brings a global perspective to Irish financial planning.Role Overview : We are seeking a highly skilled and motivated Certified Financial Planner (CFP – International) based in India to join our remote team. The successful candidate will deliver comprehensive financial planning and advisory services to our Irish clients, ensuring high standards of compliance and personalised advice.Key Responsibilities : Provide tailored financial advice to Irish clients in areas such as retirement planning, investment management, tax efficiency, risk protection, and estate planningConduct client fact-finding, develop and present financial plans, and support clients throughout their financial journeyCollaborate with internal teams to ensure the delivery of integrated solutionsMaintain up-to-date knowledge of Irish financial regulations and market trends (training / support will be provided if required)Ensure compliance with regulatory standards and firm policiesAssist with client onboarding, application processes, and ongoing relationship managementRequirements : CFP (Certified Financial Planner) International qualificationMinimum 2 years of experience in financial advisory or planning rolesStrong analytical, research, and interpersonal skillsProficient in English (verbal and written)Excellent attention to detail and ability to work independently in a remote settingWillingness to learn Irish financial products, regulations, and market practicesOpportunities & Benefits : Competitive salary and performance-based incentivesEmployer support for ongoing professional development and Irish market trainingFlexible, fully remote working arrangement from anywhere in IndiaOpportunity to work with a diverse international team and support clients in IrelandClear career progression pathways within a growing firm