Risk Insurance Paraplanner

3 days ago

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

About Cutcher & Neale
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 detail-oriented and motivated Risk Insurance Paraplanner to join our Risk Insurance team. In this role, you'll support the delivery of high-quality insurance advice by preparing documentation, coordinating client administration, and assisting with claims and applications.

This is an exciting opportunity to apply your paraplanning expertise within a firm known for its strong culture, professional standards, and dedication to growth.

What You'll Do

  • Draft insurance advice documents, including Statements of Advice and Records of Advice
  • Prepare pre-assessment forms, product comparisons, and insurance applications
  • Manage client administration tasks such as policy renewals, alterations, and claims support
  • Liaise with insurers, underwriters, and clients to gather information and progress applications
  • Ensure all documentation and processes are compliant with industry and regulatory requirements
  • Maintain accurate client records and assist with reporting for advisors
  • Contribute to process improvements and participate in training to develop your expertise

What You'll Bring

  • Minimum 2 years' experience in a paraplanning or similar financial services role
  • Tertiary qualifications in Commerce or Finance (or currently completing)
  • RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing)
  • Strong written and verbal communication skills
  • Excellent attention to detail and ability to manage competing priorities
  • Proficiency in Microsoft Office and confidence with financial planning or insurance platforms
  • A collaborative mindset with the ability to work both independently and as part of a team
  • A commitment to continuous learning and professional growth

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