Join to apply for the Risk Insurance Paraplanner role at Cutcher & Neale Accounting and Financial Services
About Cutcher & Neale
In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the Cutcher & Neale Newcastle office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Melbourne.
Your new opportunity
We’re looking for a detail-oriented and motivated Risk Insurance Paraplanner to join our Risk Insurance team. In this role, you’ll support the delivery of high-quality insurance advice by preparing documentation, coordinating client administration, and assisting with claims and applications. This is an opportunity to apply your paraplanning expertise within a firm known for its strong culture, professional standards, and dedication to growth.
What You'll Do
- Draft insurance advice documents, including Statements of Advice and Records of Advice
- Prepare pre-assessment forms, product comparisons, and insurance applications
- Manage client administration tasks such as policy renewals, alterations, and claims support
- Liaise with insurers, underwriters, and clients to gather information and progress applications
- Ensure all documentation and processes are compliant with industry and regulatory requirements
- Maintain accurate client records and assist with reporting for advisors
- Contribute to process improvements and participate in training to develop your expertise
What You'll Bring
- Minimum 2 years’ experience in a paraplanning or similar financial services role
- Tertiary qualifications in Commerce or Finance (or currently completing)
- RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing)
- Robust written and verbal communication skills
- Excellent attention to detail and ability to manage competing priorities
- Proficiency in Microsoft Office and confidence with financial planning or insurance platforms
- A collaborative mindset with the ability to work both independently and as part of a team
- A commitment to continuous learning and professional growth
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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📌 Risk Insurance Paraplanner
🏢 Cutcher & Neale Accounting and Financial Services
📍 Newcastle City Council