Risk Insurance Paraplanner

3 days ago

NewcastleMaitland, Australia Cutcher & Neale Accounting and Financial Services Full time $60,000 - $80,000 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

  • Paraplanners

    4 weeks ago

    Maitland, Australia Bottrell Business Consultants Pty Full time

    About Bottrell Wealth Bottrell Wealth is a respected financial advisory firm serving clients in Newcastle and Maitland. We specialise in wealth creation, superannuation, retirement planning, and insurance solutions, offering a collaborative team environment that supports both our clients and employees. The Role We are seeking a detail-oriented Paraplanner...

  • Risk Insurance Advisor

    4 weeks ago

    Newcastle, New South Wales, Australia PERSOL APAC Full time

    Overview PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a client-focused role where your expertise will directly support individuals in protecting their financial future. With a strong presence across NSW, Brisbane and...

  • Risk Insurance Advisor

    4 weeks ago

    Newcastle, New South Wales, Australia PERSOL APAC Full time

    OverviewPERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a client-focused role where your expertise will directly support individuals in protecting their financial future.With a strong presence across NSW, Brisbane and...

  • Risk Insurance Advisor

    1 week ago

    Newcastle, New South Wales, Australia PERSOL APAC Full time $90,000 - $120,000 per year

    About the OpportunityPERSOL is recruiting on behalf of a highly respected national financial services firm seeking aRisk Insurance Advisorto join their Newcastle based investment services team. This is a fantastic opportunity for an experienced professional to step into a client-focused role where your expertise will directly support individuals in...

  • Risk Insurance Manager

    3 weeks ago

    Newcastle, Australia Programmed Full time

    About the Opportunity PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a fantastic opportunity for an experienced professional to step into a client-focused role where your expertise will directly support individuals in...

  • Account Manager

    2 weeks ago

    Newcastle, Maitland & Hunter, Australia Ausure Insurance Newcastle Full time $120,000 - $150,000 per year

    About UsAusure Insuranet is a leading insurance brokerage, specialising in comprehensive insurance and risk management solutions for diverse client portfolios. With a strong commitment to excellence and client satisfaction, we provide tailored insurance products that meet the unique needs of our clients.Position OverviewWe are seeking an experienced Account...

  • Claims Coordinator – Insurance Repairs

    5 days ago

    Newcastle, Maitland & Hunter, Australia Rebuilt Pty Ltd Full time $104,000 - $130,878 per year

     Claims Coordinator – Insurance RepairsLocation: Morisset Job Type: Full-timeIndustry: Building & Construction / Insurance RepairsAbout UsRebuilt is a trusted insurance building company servicing QLD, NSW, and the ACT. We specialise in residential and commercial property repairs following insured events like storms, leaks, and accidental damage. Backed by...

  • Assessor/Estimator/Supervisor

    2 weeks ago

    Newcastle, Maitland & Hunter, Australia Australia's Insurance Builders Full time $1,000 - $500,000 per year

    About Australia's Insurance Builders:AIB provides building and rectification services in the Greater Sydney, North Coast, Newcastle, Central Coast, Wollongong down to Ulladulla and inland to southern highlands on behalf of large national insurance companies. Our work encompasses full construction, emergency repairs and maintenance work within the industrial,...

  • Senior Underwriter, Commercial Property

    2 days ago

    Newcastle, Australia QBE Insurance Group Full time

    # # **Primary Details**Time Type: Full timeWorker Type: Employee**The opportunity**We have an exciting opportunity for a Senior Underwriter to join our Property Team within our Technical and Business Performance area. As a Senior Underwriter your major focus will be on executing innovative product solutions through customer-centric insights and implementing...

  • Manager, Customer Programs and Innovation

    2 weeks ago

    Newcastle, Australia QBE Insurance Full time

    **Primary Details** Time Type: Full time Worker Type: Employee **Manager, Customer Programs and Innovation** - **Directly contribute to the success and performance of the QBE Brand**: - **Hybrid role - Newcastle or Parramatta**: - **Permanent, Full Time role** **Your new role** We have an exciting opportunity for a Manager of Customer Programs and...