Job Description
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 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.
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At Cutcher & Neale and BBB Partnerswe areTrue Professionalswho believe in beingStronger Togetherby 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.
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Your new opportunity
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We're looking for a Risk Insurance Paraplanner to join our Risk Insurance team in Melbourne or Newcastle. In this role, you'll work closely with our Risk Advisors, supporting the delivery of high-quality risk insurance advice and helping clients achieve confidence and clarity in their financial future.
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Ideally, you'll bring existing paraplanning experience and a strong understanding of risk insurance. However, if you're eager to build a career in Risk Insurance, we are also open to considering a Trainee Paraplanner who is motivated to learn and develop within a supportive environment.
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What you'll do
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Prepare or assist with insurance research, analysis, and strategy recommendations.
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Prepare insurance quotes, Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation.
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Support insurance application, underwriting, and policy administration processes.
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Liaise with clients, insurers, industry super funds, and internal stakeholders.
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Assist with client reviews, ongoing service activities, and follow-up actions.
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Maintain accurate records, documentation, and file notes.
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Build your technical knowledge and contribute to continuous improvement initiatives across the team.
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What you'll bring
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Previous paraplanning experience, ideally within risk insurance, or a genuine desire to build a career in Risk Insurance
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Experience preparing or supporting the preparation of advice documents such as SOAs and ROAs (highly regarded).
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Tertiary qualifications in Finance, Commerce, or a related discipline (highly regarded).
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Robust attention to detail and the ability to manage competing priorities.
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Excellent written and verbal communication skills.
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A proactive, team-first mindset and willingness to learn and grow.
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A commitment to delivering quality outcomes and acting in clients' best interests.
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📌 Risk Insurance Paraplanner (Melbourne)
🏢 Cutcher & Neale Accounting and Financial Services
📍 Melbourne