Risk Insurance Advisor

4 days 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

    5 days 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,...

  • Manager, Insurable Risk Advisory

    2 days ago

    Melbourne, Australia Victorian Managed Insurance Authority Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Victorian Managed Insurance Authority **Salary**: Salary not specified Occupation: Insurance and Superannuation Reference: VG/VMIA/RS/1796324 We have an exciting opportunity for an Insurable Risk Advisory Manager to lead a highly experienced team of risk advisors dedicated to delivering...

  • Manager, Insurable Risk Advisory

    2 days ago

    Melbourne City Centre, Australia Victorian Managed Insurance Authority Full time

    12-month contract with the possibility of converting to permanent. - Flexible and Hybrid Working Arrangements - Convenient location based in Melbourne CBD About Us Victorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the...

  • Risk Insurance Paraplanner

    7 days 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...

  • Risk Insurance Advisor

    2 days 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...

  • Executive Manager, Insurance

    2 weeks ago

    Melbourne, Australia Insurance Australia Group Full time

    Lead the next chapter of risk maturity across RIA Your Role Were looking for an Executive Manager to lead Insurance& Financial Risk across Retail Insurance Australia. This role adds unique value by driving RIAs accountabilities within the IAG Group Insurance Risk framework and uplifting insurance risk maturity across the business. Youll oversee capital...

  • Life Insurance Adviser

    2 weeks ago

    East Melbourne, Australia Insurance House Full time

    **About us**: Insurance Brands Australia offers strong leadership, successful learning and development programs and a collaborative approach to how we achieve our goals. The success of our organisation is thanks to every single person we are so proud to have in our team. If you are looking for genuine connection, progression and influence in your next role,...

  • Risk Advisor

    2 weeks ago

    City of Melbourne, Australia Randstad Education Australia Full time

    Risk Insurance Advisor - National Accounting Wealth Business - Great Referral Network - CBD Location About the Role Are 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...

  • Risk Advisor

    1 week ago

    Melbourne, Australia RMIT University Full time

    Overview: - Full Time, Fixed Term until September 2025- HEW 7 + 17% Superannuation and Flexible/Hybrid Working Arrangements- Based at the Melbourne CBD Campus About the Position The principal function of this role is to support the team and the Director, Risk Management in building a global risk management function which is able to provide insights and...

  • Underwriter/ Insurable Risk Advisor

    3 days ago

    Melbourne, Australia Hudson Australia Full time

    Exciting MAT leave cover for 12 months came up. Insurable risk advisory is desired within underwritng. Insurance experience would be greatly desired. General Underwriting would be advantagous. Please refer to Simonn Lourens for details on the job description.