Join to apply for the
Paraplanner
role at
Cutcher & Neale Accounting and Financial Services
About Cutcher & Neale
In July ****, 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 BBB Partners Melbourne office, you'll enjoy professional growth opportunities as part of a national firm with offices in Sydney, Brisbane and Newcastle.
We're looking for an experienced Paraplanner to join our Financial Planning & Wealth Management team. By working closely with a team of experienced advisors, you will play a critical role in preparing advice documentation, managing investment administration and supporting the delivery of a seamless, high-quality client experience.
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 needed.
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 of 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, able to work 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).
Ready to join us? Apply now to upload your resume and answer a few quick questions.
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