Senior Mortgage Advisor

To keep up with our growth, we’re looking for a dedicated Senior Mortgage Advisor to join our company.

Putting people first is at the heart of everything we do, and that extends to our clients as well as our employees. As one of our Senior Mortgage Advisors you will be part of our growing team in Dublin.

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 (QFA or equivalent)
Minimum 8 years’ experience in mortgages
Strong experience managing the full mortgage process end-to-end
Solid understanding of protection and cross-selling opportunities

Commercial & Revenue Capability

Strong track record of revenue generation and client relationship management
Ability to develop and grow a client base
Commercial mindset with focus on conversion and opportunity identification
Experience working towards and exceeding targets

Business Development & Commercial Awareness

Demonstrated commercial awareness and business development capability.
Experience contributing to business budgeting or forecasting.
Strong analytical and reporting skills, including Excel, CRM, and performance tracking.

Leadership & Development

Experience mentoring or leading others in an advisory environment
Ability to contribute to team performance and development
Interest in progressing into a leadership or management role
Strong judgement and decision-making capability

Systems & Communication

Strong analytical and reporting skills (Excel, CRM, dashboards)
Ability to manage pipeline, forecasting, and performance tracking
Clear and confident communication (written and verbal)
Strong presentation and client engagement skills

Key responsibilities

Advisory & Client Leadership

Manage the full mortgage journey from initial engagement through to drawdown
Prepare and present client recommendations and suitability reports
Build long-term client relationships
Identify cross-selling opportunities across protection and financial planning
Maintain high regulatory and compliance standards

Commercial & Business Development

Take ownership of personal revenue targets and performance
Develop and grow an existing client base
Build and maintain introducer and referral relationships
Contribute to pipeline management, forecasting, and reporting
Track performance through CRM and KPIs

Business Development

Support and mentor team members
Contribute to recruitment and onboarding
Drive consistency in advice standards and processes
Participate in performance discussions and case reviews
Work closely with leadership on strategy and business development

Progression to Business Leadership

Take increasing responsibility for team performance and coordination
Contribute to budgeting and commercial planning
Support operational oversight and business performance
Progress towards full P&L responsibility
Represent the business within the wider Moneycube group

Key information

A leadership pathway role combining client advisory, revenue ownership, and progression to Managing Director within a growing 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.

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.

Senior Financial advisor - Life & Pensions

We’re looking for an experienced Financial Advisor to join a growing advisory business where performance, client outcomes, and long-term relationships matter. This is a role for someone who wants to take ownership — of clients, revenue, and how advice is delivered. You’ll work with an established client base, identifying opportunities to deepen relationships and grow recurring life and pensions business, while maintaining a high standard of advice and compliance. You’ll also play a role in shaping how we operate — contributing to CRM, reporting, and consistent advisory standards across the business.

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.