
Risk Insurance Advisor – Cutcher
3 days ago
Risk Insurance Advisor – Cutcher & Neale and BBB Partners. Join to apply for the Risk Insurance Advisor role at Cutcher & Neale Accounting and Financial Services. 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 BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle.
Your new opportunityWe're looking for a Risk Insurance Advisor to join our Investment Services team. In this client-facing role, you'll be responsible for advising clients on their insurance needs by understanding their financial position and tailoring personal insurance solutions that provide protection in the event of a Life, Trauma, TPD or Income Protection event. You'll work collaboratively with clients and internal stakeholders to deliver high-quality advice, exceptional service, and peace of mind when it matters most.
What you\'ll do- Meet with clients and respond to queries to understand and support their insurance needs
- Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals
- Coordinate the end-to-end implementation process in partnership with our skilled paraplanning and administration teams
- Proactively review and update insurance strategies to ensure ongoing suitability
- Review and contribute to advice documents prepared by paraplanners and administrative team members
- Maintain strong relationships with clients, internal teams, and external providers
- Follow structured workflows and keep accurate client records
- Identify cross-referral opportunities across the Investment Services team
- Take part in training and development to strengthen technical and client service skills
- Have a current Authorised Representative Status
- Tertiary qualification in Commerce, Finance or a related field
- Diploma of Financial Services (Financial Planning) and RG146 compliance
- Meet FASEA, TASA and other relevant legislative requirements
- Strong relationship-building skills and ability to engage a broad range of stakeholders
- Pragmatic thinker with a genuine focus on creating smart client solutions
- Mid-Senior level
- Full-time
- Finance
-
Risk Insurance Advisor – Cutcher
3 days ago
Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full timeOverviewRisk Insurance Advisor – Cutcher & Neale and BBB Partners. Join to apply for the Risk Insurance Advisor role at Cutcher & Neale Accounting and Financial Services. 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...
-
Risk Insurance Advisor – Cutcher
4 days ago
Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time $90,000 - $120,000 per yearAbout Cutcher & Neale and BBB PartnersIn 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 BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm...
-
Risk, Audit And Insurance Advisor
3 days ago
Melbourne, Victoria, Australia La Trobe University Full timeDetails - Risk, Audit and Insurance Advisor Risk, Audit and Insurance Advisor Apply now Job no: 569108 Work type: Continuing Location: Melbourne (Bundoora)Categories: Accounting, Audit and Finance Full time, Continuing position Located at La Trobe University's Melbourne (Bundoora)Flexible work arrangements to ensure you keep your life-work balance Generous...
-
Risk, Audit And Insurance Advisor
5 days ago
Melbourne, Victoria, Australia Buscojobs Full timeFull time, Continuing positionLocated at La Trobe University's Melbourne (Bundoora)Flexible work arrangements to ensure you keep your life-work balanceGenerous package, including 17% Superannuation and a range of employee benefitsAbout the positionThe Risk, Audit and Insurance ( RAI ) team is responsible for overseeing risk management, internal audit and...
-
Senior Risk Advisor
6 days ago
Melbourne, Victoria, Australia Bank Australia Full timeJoin to apply for the Senior Risk Advisor role at Bank AustraliaJoin to apply for the Senior Risk Advisor role at Bank AustraliaGet AI-powered advice on this job and more exclusive features.Through the merger of Bank Australia and Qudos Bank we're creating a better, stronger and more resilient bank for our customers and employees. As one company with two...
-
Risk, Audit And Insurance Advisor
5 days ago
Melbourne, Victoria, Australia La Trobe University Full timeDetails - Risk, Audit and Insurance AdvisorRisk, Audit and Insurance AdvisorApply now Job no: 569108Work type: ContinuingLocation: Melbourne (Bundoora)Categories: Accounting, Audit and FinanceFull time, Continuing positionLocated at La Trobe University's Melbourne (Bundoora)Flexible work arrangements to ensure you keep your life-work balanceGenerous package,...
-
Risk Advisor
2 days ago
Melbourne, Victoria, Australia Findex Full timeOverviewJoin to apply for the Risk Advisor role at Findex.2 weeks ago Be among the first 25 applicants.The Associate role serves as a key point of contact for the Findex Specialist Risk Advisers. The role focuses on providing client support, building and maintaining positive relationships, and delivering high-quality administrative assistance and compliance...
-
Risk Advisor
2 days ago
Melbourne, Victoria, Australia Findex Full timeOverviewJoin to apply for the Risk Advisor role at Findex.2 weeks ago Be among the first 25 applicants.The Associate role serves as a key point of contact for the Findex Specialist Risk Advisers. The role focuses on providing client support, building and maintaining positive relationships, and delivering high-quality administrative assistance and compliance...
-
Commercial Insurance Broker
3 weeks ago
Melbourne, Victoria, Australia Insure Risk Pty Ltd Full time1 day ago Be among the first 25 applicantsDirect message the job poster from Insure Risk Pty LtdCompany DescriptionInsure Risk is a Specialist Full-Service Insurance advisor and broker, facilitating insurance placements for a wide range of clients across Australia. We pride ourselves on providing top-notch customer service and tailored insurance solutions to...
-
Commercial Insurance Broker
3 weeks ago
Melbourne, Victoria, Australia Insure Risk Pty Ltd Full time1 day ago Be among the first 25 applicantsDirect message the job poster from Insure Risk Pty LtdCompany DescriptionInsure Risk is a Specialist Full-Service Insurance advisor and broker, facilitating insurance placements for a wide range of clients across Australia. We pride ourselves on providing top-notch customer service and tailored insurance solutions to...