Skip to content

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.

Role information

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 now
  • Full-time
  • Dublin, Ireland

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 careers@moneycube.ie and our team will be in touch.

Apply now

Our approach

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

Our advisors help clients:

View opportunities

Why people enjoy working at Moneycube

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:

    • Competitive salary
    • Inclusion in the company pension scheme
    • Death-in-service cover
    • Opportunities to grow financially as the business develops

    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:

    • Flexible working arrangements
    • Hybrid working opportunities
    • A professional but supportive team culture
    • Additional annual leave days for long service

    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:

    • Continuous learning and professional development
    • Internal and external training across technical and non-technical areas
    • Exposure to real client cases and advisory work
    • Opportunities to progress within the business as the firm grows

    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:

    • Christmas celebrations
    • Summer social events
    • The annual ski trip
    • Ad hoc team lunches and informal gatherings

    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:

    • Inclusion in the group life assurance scheme
    • Access to Digital GP services
    • Access to Employee Assistance Programme (EAP) counselling services

    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

PDF or Word document, up to 5 MB

Current opportunities

  • Financial Analyst

    We are seeking a Financial Analyst to strengthen financial, commercial and operational reporting across Moneycube and related businesses. This is a hands-on role at the intersection of finance, operations and management decision-making. The successful candidate will help build and own the monthly management reporting pack, reconcile revenue and commissions, improve cash-flow visibility, support financial-statement preparation and provide analysis for operational decisions, client reporting and potential acquisitions. This is not a role that simply produces numbers. The analyst will be expected to understand what the numbers mean, explain the drivers clearly, identify risks and opportunities, and improve the underlying processes and controls.

    • Full-time
    • Dublin, Ireland
    • Minimum 3 years experience
    See more

  • 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.

    • Full-time
    • Dublin, Ireland
    • Minimum 3 years experience
    See more

  • Senior Mortgage Director

    This is a leadership succession role within Moneycube, offering the opportunity to join as a senior revenue-generating leader and progress to Managing Director of an established business recently acquired by the Moneycube group. You will take on responsibility of an existing client base, along with revenue growth, profitability, team leadership, and operational oversight. You will have P&L accountability, budgeting, recruitment, performance management and you will represent the business within the wider Moneycube leadership structure. This role suits someone who is commercially minded, proactive, and looking to step into a leadership position over time.

    • Full-time
    • Dublin, Ireland
    • Minimum 8 years experience
    See more