Join to apply for the Paraplanner role at Cutcher & Neale Accounting and Financial Services
About Cutcher & Neale
At Cutcher & Neale we are True Professionals who believe in being Stronger Together by empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments.
Your new chance
We’re looking for a detail-oriented and skilled Paraplanner to join our Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you’ll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience.
This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth—for both our clients and our people.
What You'll Do
- Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies
- Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers
- Prepare performance calculations and support technical analysis
- Liaise with banks, platform providers, and fund managers as required
- Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork
- Support advisors by managing queries and delivering timely responses
- Prepare reporting and manage internal data for review meetings
- Assist with internal communications, seminar content, and Investment Committee support
- Contribute to internal improvement initiatives and attend training to build 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)
- Strong written and verbal communication skills
- Excellent attention to detail and ability to multi-task across priorities
- Proficiency in Microsoft Office, with exposure to portfolio software platforms
- A collaborative mindset with the ability to work both independently and as part of a team
- Desire to continually learn and improve in a dynamic, growing firm
- Strong interest in investment markets and eagerness to develop knowledge further
- Experience using Xplan software (desirable but not essential)
Cutcher & Neale Accounting and Financial Services is an equal opportunities employer and welcomes applications from all qualified candidates.
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📌 Paraplanner
🏢 Cutcher & Neale Accounting and Financial Services
📍 Newcastle City Council