Risk Insurance Paraplanner

2 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

    3 days 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...

  • Paraplanners

    1 week ago

    Maitland, New South Wales, Australia Bottrell Business Consultants Pty Full time

    About Bottrell WealthBottrell 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 RoleWe are seeking a detail-oriented Paraplanner to...

  • Paraplanners

    1 week ago

    Maitland, New South Wales, Australia Bottrell Business Consultants Pty Full time

    About Bottrell WealthBottrell 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 RoleWe are seeking a detail-oriented Paraplanner to...

  • Senior Supplier Risk Analyst

    1 week ago

    Newcastle-Maitland, Australia Tesco Insurance Full time

    OverviewSalary – from £43,680+ annual bonus & benefitsWork Level - 2Location - Edinburgh, Glasgow, Newcastle or ReigateOffice Attendance- Our roles are hybrid; you should be able to work in our offices 2 days per weekClosing Date - Applications 19 September 2025 at 5pm.We deal in the personal – from home insurance for peace of mind, to motor insurance...

  • Manage Insurance Risks

    1 week ago

    Newcastle, New South Wales, Australia beBeeRisk Full time $100,000 - $120,000

    Job Title: Risk Management SpecialistThis is an exciting opportunity for someone seeking a challenging role in risk management. The successful candidate will be responsible for producing high-quality reports, providing crucial insights on insurance matters within the organisation.The ideal candidate will serve as a primary contact for our insurers and...

  • Senior Supplier Risk Analyst

    1 week ago

    Newcastle, New South Wales, Australia Tesco Insurance Full time

    OverviewSalary – from £43,680+ annual bonus & benefitsWork Level - 2Location - Edinburgh, Glasgow, Newcastle or ReigateOffice Attendance- Our roles are hybrid; you should be able to work in our offices 2 days per weekClosing Date - Applications 19 September 2025 at 5pm.We deal in the personal – from home insurance for peace of mind, to motor insurance...

  • Risk Insurance Advisor

    7 days 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

    7 days 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 $104,000 - $130,878 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...

  • Wealth Creation Specialist

    1 week ago

    Newcastle, New South Wales, Australia beBeeFinancialPlanning Full time $60,000 - $90,000

    About the Financial Planning PositionWe are seeking a detail-oriented Paraplanner to join our team. This role is ideal for individuals with a foundation in financial planning or finance who wish to grow within the financial advisory field. As a Paraplanner, you'll play a critical role in supporting our financial advisers by researching, preparing, and...