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

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

Company : Money Maximising Advisors

Location : Remote (India, supporting Irish clients)

Employment Type : Full-Time

Experience : CFP (International) qualified, minimum 2 years’ experience in financial planning

About 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 planning

Conduct client fact-finding, develop and present financial plans, and support clients throughout their financial journey

Collaborate with internal teams to ensure the delivery of integrated solutions

Maintain 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 policies

Assist with client onboarding, application processes, and ongoing relationship management

Requirements :

CFP (Certified Financial Planner) International qualification

Minimum 2 years of experience in financial advisory or planning roles

Strong analytical, research, and interpersonal skills

Proficient in English (verbal and written)

Excellent attention to detail and ability to work independently in a remote setting

Willingness to learn Irish financial products, regulations, and market practices

Opportunities & Benefits :

Competitive salary and performance-based incentives

Employer support for ongoing professional development and Irish market training

Flexible, fully remote working arrangement from anywhere in India

Opportunity to work with a diverse international team and support clients in Ireland

Clear career progression pathways within a growing firm