Find Financial planning advisor Jobs in Celbridge, Ke

Senior Financial Advisor
Moneycube —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
7d
Asset & Wealth Management, Business Controls, Analyst/Associate, Dublin
Goldman Sachs —Dublin, County Dublin
- Full-time
- Finance
- Organisational skills
- In-person
- Employee assistance program
13d
Internal Audit Specialist - IT
Accenture —Dublin, County Dublin
- Full-time
- Computer Science
- English
- Windows
- Work from home
Senior Accountant
Google —Dublin, County Dublin
- €112,000–€115,000 a year
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Accountant, Fixed Assets
Google —Dublin, County Dublin
- €86,000–€88,500 a year
- Full-time
- Finance
- SQL
- Bachelor's degree
Tax Advisor
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- Analysis skills
- No degree
- Annual leave
- Employee assistance program
Quick apply
6d
Supervisor, Investor Services
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- English
- Finance
- Annual leave
Principal Commercial Sales Enablement Partner, EMEA
Klaviyo —Dublin, County Dublin
- €88,000–€132,000 a year
- Sales
- Leadership
- Communication skills
Quick apply
Financial Consultant - Partnerships Team
Cornmarket —Dublin, County Dublin
- Full-time
- Hybrid work
- Sales
- Customer service
- No degree
- Annual leave
- Employee assistance program
Quick apply
Asset & Wealth Management, Operations Oversight, Associate, Dublin
Goldman Sachs —Dublin, County Dublin
- Full-time
- Bachelor's degree
- No degree
- In-person
- Employee assistance program
7d
Manager, Fund Accounting
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- English
- Presentation skills
- Mentoring
- Annual leave
Finance Business Partner
Entegro —Dublin, County Dublin
- Analysis skills
- No degree
- Budgeting
- Annual leave
- Work from home
HR Business Partner
PIMCO —Dublin, County Dublin
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance program
Tax Manager
Accenture —Dublin, County Dublin
- Full-time
- Analysis skills
- Continuous improvement
- Leadership
Assistant Manager, Investor Services AML
SEI Investments —Dublin, County Dublin
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Supervising experience
- Annual leave
Senior Oracle ERP Service Delivery Manager
Version 1 —Dublin, County Dublin
- €70,000–€75,000 a year
- Full-time
- Hybrid work
- Oracle
- ERP systems
- AWS
Quick apply
Governance, Risk & Compliance (GRC) Lead
Glen Dimplex Group —Cloghran, County Dublin
- Full-time
- Bachelor's degree
- IT
- Business
- Annual leave
- Employee assistance program
Team Leader Income Protection Claims, New Ireland Assurance
Bank of Ireland —Dublin, County Dublin
- Full-time
- Hybrid work
- No degree
- Annual leave
- Employee assistance program
12d
Senior Manager, Finance - 12 Month Contract
ICON Plc —Dublin, County Dublin
- Full-time
- Finance
- Bachelor's degree
- No degree
Mortgage & Life Advisor
Prosperous Financial —Dublin, County Dublin
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply

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Senior Financial Advisor

Moneycube
Dublin, County Dublin

Quick apply

Job details

Permanent | Full-time
7 days ago

Benefits

Company pension

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
CPC Card
Business development
Analysis skills
Mentoring
Forecasting
Budgeting
Leadership
Communication skills
Time management

Full job description

Senior Financial advisor

Moneycube is an award-winning provider of investment and pensions advice in Ireland. We help individuals and companies take control of their finances through better use of technology, transparent pricing, and straight-talking advice.

Three things distinguish our business: we empower our customers, from global tech leaders to switched-on individuals; we put innovative investment portfolios and ideas into practice; and we offer superior customer experience.

We are seeking a commercially driven Senior Financial Advisor to join our team. This is a new role arising due to continued growth in our business.

Role Summary:

The successful candidate will operate as a senior producing advisor across life and pensions, taking responsibility for servicing and developing an established client base. During this period, the focus will be on maintaining strong advisory standards while driving growth in recurring life and pensions revenue.

The role will involve identifying cross-selling opportunities, enhancing client review processes, improving performance reporting, and contributing to the integration of systems, CRM and operational standards within the Moneycube group.

The individual will take on responsibility for revenue growth and team leadership.

Key responsibilities

A. Advisory & Client Leadership

Manage the full financial advisory journey from introduction to annual reviews.
Prepare and present Statements of Suitability and client reports.
Develop long-term client relationships built on trust and professionalism.
Identify cross-selling and financial planning opportunities within the existing client base.
Maintain the highest regulatory and compliance standards (CPC, AML, GDPR, etc.).

B. Commercial & Business Development

Take ownership of personal revenue targets and contribute to overall business performance.
Review and develop the existing client bank to increase life & pensions penetration.
Build and maintain relationships with introducers and key referral partners.
Develop scalable propositions aligned with Moneycube standards.
Contribute to revenue forecasting and pipeline reporting.
Track KPIs through CRM and performance dashboards.

C. Leadership & Succession Development

Support and mentor junior advisors and support staff.
Drive consistency in advice standards and CRM usage.
Lead internal case reviews and performance discussions.
Work closely with Moneycube leadership to align strategy and reporting.
Representation of the business within the wider Moneycube leadership group.

Skills & Qualification requirements

Qualified Financial Advisor designation essential;
At least eight years’ experience in investments and pensions;
Ability to work independently and proactively anticipate client and team needs;
Effective time management and decision making skills;
Diligent follow up skills to manage sales pipeline and client requirements;
Strong track record of revenue generation and client relationship management.
Demonstrated commercial awareness and business development capability.
Experience mentoring or leading others in an advisory setting.
Strong analytical and reporting skills, including Excel, CRM, and performance tracking;
Experience leading or mentoring others in an advisory or commercial context;
Experience contributing to business budgeting or forecasting.
Ability to express ideas clearly in both written and oral communications;
Strong Microsoft Word, Excel and PowerPoint skills;
Excellent communication and interpersonal skills with a desire to build confident presentation and public speaking abilities.

Working environment

37.5 hour per week time commitment.
Permanent role based in Dublin with flexibility to work from remote locations from time to time.
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.
Reporting to Head of Financial Advice.

Benefits Package includes:

Competitive salary based on experience.
Inclusion in the Moneycube company pension scheme.
Flexible working environment.
Death in service life cover.
Opportunities for career development within a growing business.
Ongoing learning and training opportunities.
Regular team social events and company gatherings.
Centrally located in Harcourt Street, Dublin.

Applications with CV should be sent to [email protected]

Job Types: Full-time, Permanent

Ability to commute/relocate:

Dublin, County Dublin: reliably commute or plan to relocate before starting work (required)

Application question(s):

Are you a qualified financial advisor?

Experience:

investments and pensions: 6 years (required)

Work authorisation:

Ireland (required)

Work Location: In person

Quick apply

Refine Your Search

financial planning advisor jobs in celbridge, ke

Senior Financial Advisor

Asset & Wealth Management, Business Controls, Analyst/Associate, Dublin

Internal Audit Specialist - IT

Senior Accountant

Accountant, Fixed Assets

Tax Advisor

Supervisor, Investor Services

Principal Commercial Sales Enablement Partner, EMEA

Financial Consultant - Partnerships Team

Asset & Wealth Management, Operations Oversight, Associate, Dublin

Manager, Fund Accounting

Finance Business Partner

HR Business Partner

Tax Manager

Assistant Manager, Investor Services AML

Senior Oracle ERP Service Delivery Manager

Governance, Risk & Compliance (GRC) Lead

Team Leader Income Protection Claims, New Ireland Assurance

Senior Manager, Finance - 12 Month Contract

Mortgage & Life Advisor

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