Senior Financial advisor - Life & Pensions

Moneycube is an award-winning provider of investment and pensions advice in Ireland, helping individuals and companies take control of their financial future through clear advice, smart use of technology, and transparent pricing.

We are seeking a commercially driven Financial Advisor to join our team as part of our continued growth.

This role combines client advisory, revenue responsibility, and leadership. You will take ownership of an established client base while identifying opportunities to grow life and pensions revenue and enhance the overall client experience.

You will also contribute to how we operate — improving client review processes, strengthening reporting, and supporting the integration of systems and CRM across the business.

This is an opportunity for someone who wants to build within a growing business and take real ownership of outcomes.

What we do at Moneycube

Award-winning investment & pensions advice

Moneycube is an award-winning provider of investment and pensions advice in Ireland, trusted by individuals and companies who want expert, straightforward financial guidance.

Helping people to take control of their finances

We help individuals and companies take control of their finances through better use of technology, transparent pricing, and straight-talking advice, because financial clarity shouldn’t be complicated.

What sets us apart?

We empower our customers, from global technology leaders to switched-on individuals, with clear thinking and practical financial advice. Our advisors combine deep technical expertise with modern portfolio thinking and technology-enabled processes. We focus on long-term relationships built on trust, clarity, and professional standards.

Join the Moneycube team

Due to continued growth, we are seeking more people to join our business. Working at Moneycube means being part of a team that takes pride in delivering advice that genuinely improves people’s financial lives.

Skills required

Professional Qualifications & Experience

Qualified Financial Advisor designation essential
At least eight years’ experience in investments and pensions.
Strong track record advising clients across life and pensions
Experience managing an existing client book
Experience mentoring or supporting junior team members

Client & Team Management Skills

Ability to manage client relationships independently and proactively
Strong pipeline management and follow-up discipline
Effective time management and prioritisation skills
High attention to detail in client delivery and documentation
Proven ability to build trust and long-term client relationships

Business Development & Commercial Awareness

Demonstrated ability to generate revenue and grow a client base
Strong commercial awareness and ability to identify opportunities
Experience working towards and achieving targets
Ability to contribute to forecasting, reporting, and pipeline management
Comfortable using CRM systems and performance dashboards

Communication & Presentation Skills

Clear and confident communication, both written and verbal
Ability to explain financial concepts in a straightforward, client-friendly way
Strong presentation skills in both one-to-one and group settings
Professional and credible client presence
Strong working knowledge of Microsoft Office (Word, Excel, PowerPoint)

Key responsibilities

Advisory & Client Leadership

Manage the full advisory journey from initial engagement through to ongoing reviews
Prepare and present clear, high-quality client recommendations and suitability reports
Build and maintain long-term client relationships based on trust and professionalism
Identify cross-selling and broader financial planning opportunities within your client base
Deliver advice in line with regulatory and compliance standards

Commercial & Business Development

Take ownership of personal revenue targets and overall performance
Develop and grow an existing client bank, increasing life and pensions penetration
Identify and convert new business opportunities within your portfolio
Build and maintain relationships with introducers and referral partners
Contribute to pipeline management, forecasting, and business reporting
Use CRM systems to track performance, activity, and opportunities

Leadership & Succession Development

Support and mentor junior advisors and team members
Drive consistency in advice standards and use of CRM across the team
Contribute to internal case reviews and performance discussions
Work closely with leadership on strategy, reporting, and business improvements
Play a role in shaping scalable processes as the business grows

Key information

This role offers a strong opportunity for an experienced advisor to grow an existing client base, build recurring income, and step into a more senior role within a rapidly scaling and leading Irish investment and pensions advisory business.

Apply for this role

If this opportunity feels like the right fit, you can apply using our online form or email your CV directly to us. Submit your details through the form, or send your application to [email protected] and our team will be in touch.

Our approach

At Moneycube we believe financial advice should be clear, practical and transparent

Our advisors help clients:

Why people enjoy working at Moneycube

Opportunity to grow alongside a rapidly scaling firm committed to learning, innovation, and excellence.
Access to Moneycube technology, marketing and operational infrastructure.
Exposure to leadership, strategy, and cross-company projects.
Competitive employee benefits offering

Working at Moneycube you will enjoy

Financial reward

Be rewarded for your contribution

We offer competitive compensation and benefits designed to reward professionalism, expertise and contribution to the firm.

Employees benefit from:

We believe the people helping clients build financial security should enjoy strong financial security themselves.

Work life balance

Flexibility and balance

We recognise that great work comes from people who have balance and flexibility in their lives.

Our working environment includes:

We aim to create an environment where people can do their best work while maintaining a healthy balance.

Personal growth

Build a meaningful career in financial advice

Moneycube is committed to helping team members develop long-term careers in financial advice and financial services.

We support development through:

Many of our roles are designed to develop towards senior advisory positions within the Group.

Social

A team that enjoys working together

We believe a strong team culture helps us deliver the best outcomes for clients.

Throughout the year we organise a range of social activities including:

These moments help strengthen the collaborative culture that defines Moneycube.

Health & Wellbeing

Supporting the wellbeing of our team

We want our team members to feel supported both professionally and personally.

Our offices are conveniently located in the heart of Dublin city adjacent to the Harcourt Street Luas stop. With Iveagh Gardens and St.Stephens Green steps away, employees can enjoy taking time out of their day in a relaxing setting.

Employees benefit from:

These supports are designed to help employees and their families when they need it most.

Expsoure to a Growth mindset

Be part of something ambitious

Moneycube is a growing advisory firm with a modern approach to pensions and investment advice.

Joining the team means contributing to a business that is building something meaningful for clients while creating opportunities for its people.

Apply now

Current opportunities

Life, Pensions & Group Schemes Administrator

This is an opportunity to join a fast-growing financial advisory business and play a key role in supporting client delivery across life and pensions. You will work closely with financial advisors, managing client interactions, processing business, and ensuring a high standard of service and organisation across all tasks. This role suits someone who is detail-focused, proactive, and comfortable managing multiple priorities in a fast-paced environment.

Senior Mortgage Advisor

This is a leadership succession role within Moneycube, offering the opportunity to join as a senior producing advisor and progress into Managing Director of an established business within the group. You will take ownership of an existing client base, drive revenue growth, and begin to take on leadership responsibility across team performance, operations, and commercial outcomes. This role suits someone who is commercially minded, proactive, and looking to step into a leadership position over time.

Executive Assistant

We’re looking for a highly organised and proactive Executive Assistant to work closely with the leadership team of a growing financial advisory business. This is a central role in the business supporting directors, coordinating across teams, and ensuring a consistently high standard of organisation, communication, and client experience. This is an opportunity to step into a key role at the centre of a growing business, working directly with leadership and helping ensure the business runs smoothly day to day. This role suits someone who is proactive, detail-focused, and takes pride in delivering work to a high standard.

Don’t see the right role?

We’re always interested in hearing from talented individuals. If there isn’t a suitable position available right now, you can still send us your CV and we’ll keep you in mind for future opportunities as our team continues to grow.