Risk Insurance Paraplanner Cutcher & Neale Accounting and Financial Services•Port Phillip, VIC, AU
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.
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.
Your new opportunity
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.
Ideally, you'll bring existing paraplanning experience and a robust 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.
What you'll do
Prepare or assist with insurance research, analysis, and strategy recommendations.
Prepare insurance quotes, Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation.
Support insurance application, underwriting, and policy administration processes.
Liaise with clients, insurers, industry super funds, and internal stakeholders.
Assist with client reviews, ongoing service activities, and follow-up actions.
Maintain accurate records, documentation, and file notes.
Build your technical knowledge and contribute to continuous improvement initiatives across the team.
What you'll bring
Previous paraplanning experience, ideally within risk insurance, or a genuine desire to build a career in Risk Insurance
Experience preparing or supporting the preparation of advice documents such as SOAs and ROAs (highly regarded).
Tertiary qualifications in Finance, Commerce,



or a related discipline (highly regarded).
Strong attention to detail and the ability to manage competing priorities.
Excellent written and verbal communication skills.
A proactive, team-first mindset and willingness to learn and grow.
A commitment to delivering quality outcomes and acting in clients' best interests.
Since we opened our doors in ****, the world of commerce has evolved immensely, and so has Square.After enabling anyone to take payments and never miss a sale, we saw sellers stymied by disparate, ... Show more
Melbourne & family owned business which is part of the Peter Kittle Motor Company group.Due to growth, we are currently seeking applications for the role of.You will be responsible for selling ... Show more
Join dnata, a leading global ground handling and experience the excitement of working in one of the world's most dynamic industries!.We're on the lookout for a Services, Cargo, ... Show more
Contribute to our mission, Technology for Life.Reporting into the Managing Director - Pacific, the new Head of Safety - Pacific will be based at our Notting Hill head office in Victoria.You will be... Show more
The AMA Group, is Australia's largest network of accident repair facilities, which currently comprises of over 120 outlets and over 2,200 employees across Australia and New Zealand.The AMA Group's ... Show more
This is a fantastic opportunity to join the Melbourne office of aglobal law firm headquartered in the UK with a significant international footprint across Europe, Asia-Pacific, and the Middle East... Show more
Looking to master your craft with an industry leader? We're always forecasting our next great hire.While we might not have a live vacancy today, we are always building our pipeline for future great... Show more
Lacking diversity in the current projects you deliver? Join an established builder that delivers across multiple sectors!.Your first project will be a complex commercial build in Melbourne's CBD.Th... Show more




Ongoing training & development through our National Tiles Academy Generous incentives and exclusive staff & family discounts Weekly pay cycle & paid birthday leave.You will also leverag... Show more
Qualified Automotive Technician - Volkswagen.Frankston, Full Time, Automotive.Please Quote Reference Number *****.Attractive salary and commission structure.Join Beachside Volkswagen - Based in Fra... Show more
Strategic Financial Adviser – Risk & Wealth.Banking & Financial Services.They are seeking an experienced.Financial & Insurance Adviser.Flexible permanent part time position (3 days per... Show more
With a focus on ensuring that MUFG RS have a robust risk framework and policy in place the Manager, Risk and Governance for the MUFG RS division is an Australian based role and part of the MPMS Gro... Show more
Commercial insurance account management.A minimum of 5 years' experience managing clients.Must be an insurance broker with tier 1 broking qualification or diploma in insurance broking.Manage a port... Show more
At Hickory, we don't believe in standing still, for over three decades we have continually invested in researching and developing systems and products to improve the way we build.Our philosophy is ... Show more
Ready to shift gears and grow your career beyond the workshop? If you are a trade-qualified Panel Beater, Spray Painter, or Motor Assessor who's passionate about quality repairs and outstanding cus... Show more
We've been proudly Aussie since ****, always finding new ways to innovate in energy and essential services.Now, we're moving towards a sustainable future through electrification and investing in re... Show more
A leading international wealth management firm is seeking a Branch Risk Analyst or Associate for an initial 12-month contract with the view to extend in either their Melbourne or Sydney office.The ... Show more
Open to Sydney, Melbourne, Brisbane, Adelaide or Perth where we work best - hybrid office/work-from-home environment.Work alongside a highly experienced team of Paraplanners and suppo... Show more
We are seeking a highly organised and detail-oriented.Architectural team based in Clayton.This is a newly created role that plays a critical part in supporting pricing operations across multiple cu... Show more
#J-*****-Ljbffr

📌 Risk Insurance Paraplanner (Melbourne)
🏢 Cutcher & Neale Accounting and Financial Services
📍 Melbourne