Risk Insurance Advisor

2 weeks ago

South Melbourne, Australia Cutcher & Neale Full time

**About Cutcher & Neale and BBB Partners**:
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.

At Cutcher & Neale and BBB Partners 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 opportunity**:
We’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

**What you'll bring**:

- 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

  • Manager - Insurable Risk Advisory

    1 week ago

    Melbourne, Victoria, Australia Victorian Managed Insurance Authority Full time $167,754 - $214,352 per year

    Location:Melbourne CBD | Hybrid (3 days onsite)Salary range:VPS Level 5 $167,754 – $214,352 + superInvisible Partners is proud to representVMIA.VMIA is the Victorian Government's insurer and risk adviser, covering hospitals, schools, emergency services, cultural institutions, and infrastructure. Its purpose is clear and compelling: building a confident,...

  • Risk Insurance Paraplanner

    1 week ago

    South Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time $90,000 - $120,000 per year

    About Cutcher & NealeIn 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...

  • Insurance Officer

    5 days ago

    Melbourne City Centre, Australia Victorian Managed Insurance Authority Full time

    **Victorian Managed Insurance Authority (VMIA)** - Insurance Officer (General Insurance) - Full Time, Ongoing **Key highlights** - Central Location - Work in Melbourne CBD within close proximity to Flinders Street. - Salary Range - $112,090K - $124,511K (total remuneration package inclusive of super). - Hybrid work environment - Enjoy a mix of office and...

  • Apply Now: risk advisor

    4 days ago

    melbourne, Australia Randstad Full time

    Risk Insurance AdvisorNational Accounting Wealth BusinessGreat Referral Network CBD Location About the RoleAre you a passionate Risk Advisor looking to make a genuine impact? This business is searching for a dedicated professional to join their Investment Services team in Melbourne.This is a fantastic, client-facing opportunity where you'll build strong...

  • Risk Advisor

    5 days ago

    Melbourne City Centre, Australia Chandler Macleod Full time

    Risk Advisor Location: Melbourne CBD Travel Requirements: Fortnightly travel to Ballarat Classification: 6.1 Position Purpose: Reporting into the Manager Service Assurance, the Risk Advisor will provide trusted expert advice and support to business areas to maintain a current view of their risks and risk treatments and to drive the adoption of a positive...

  • Risk Advisor

    3 days ago

    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** AU$51 - AU$57 per hour **Job Type** Full Time **Ref** BBBH98481_1675998550 **Contact** Jimmy Nguyen **Posted** about 5 hours ago **The Role**: This Government Agency is seeking a Risk Advisor to provide expert advice and support to business areas to maintain and develop new risk...

  • Underwriter - Motor Insurance

    3 days ago

    Melbourne, Australia GT Insurance Full time

    Hybrid working (2 Days in Office, 3 Days WFH) - Industry Leader in Heavy Motor and marine Insurance - Ongoing Training & Development Available. GT provide insurance solutions tailored for the transport and heavy motor industry in Australia. We are backed by Allianz Australia Insurance Limited (Allianz), giving our customers the complete peace of mind of...

  • Talent Acquisition Advisor

    7 days ago

    Melbourne, Australia Insurance House Full time

    As one of Australia's leading insurance brokerages, we are constantly growing, evolving and progressing thanks to our well trained and highly motivated people who share our values of Care, Leadership, Imagination and Professionalism. Founded in 1983 in regional Victoria, Insurance House is a known and trusted brand in insurance. Dedicated to the delivery of...

  • Risk Advisor

    2 weeks ago

    Melbourne VIC, Australia Belgravia Health & Leisure Group Pty Ltd Full time $90,000 - $120,000 per year

    Risk Advisor – Governance & ComplianceAbout UsBelgravia Leisure is a national leader in leisure, health and wellness management. We are passionate about creating healthy, inclusive, and connected communities. With venues spanning aquatics, fitness, recreation and community programs, we are committed to embedding safety, wellbeing and risk management into...

  • Risk Adviser, Enterprise Risk Advisory

    7 days ago

    Melbourne, Australia Victorian Managed Insurance Authority Full time

    Location: Melbourne | CBD Job type: Full time / 12 months Organisation: Victorian Managed Insurance Authority **Salary**: Salary not specified Occupation: Risk Management Reference: VG/1663898 As a Risk Adviser, your role is to deliver enterprise risk advice to the Victorian Public Sector, so our clients can improve their capability to assess and...