Risk Insurance Advisor – Cutcher

1 week ago

South Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time $80,000 - $120,000 per year

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

  • Risk Insurance Advisor – Cutcher

    6 days ago

    Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time

    Risk Insurance Advisor – Cutcher & Neale and BBB PartnersJoin to apply for the Risk Insurance Advisor – Cutcher & Neale and BBB Partners role at Cutcher & Neale Accounting and Financial ServicesAbout Cutcher & Neale And BBB PartnersIn July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of...

  • Risk Insurance Advisor – Cutcher

    6 days ago

    Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time

    Risk Insurance Advisor – Cutcher & Neale and BBB PartnersJoin to apply for the Risk Insurance Advisor – Cutcher & Neale and BBB Partners role at Cutcher & Neale Accounting and Financial ServicesAbout Cutcher & Neale And BBB PartnersIn July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of...

  • Risk Insurance Advisor – Cutcher

    2 weeks ago

    Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time

    OverviewRisk Insurance Advisor – Cutcher & Neale and BBB Partners. Join to apply for the Risk Insurance Advisor role at Cutcher & Neale Accounting and Financial Services. 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...

  • Risk Insurance Advisor – Cutcher

    2 weeks ago

    Melbourne, Victoria, Australia Cutcher & Neale Accounting and Financial Services Full time

    Overview Risk Insurance Advisor – Cutcher & Neale and BBB Partners. Join to apply for the Risk Insurance Advisor role at Cutcher & Neale Accounting and Financial Services. 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...

  • Risk Insurance Advisor

    7 days ago

    Melbourne, Victoria, 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...

  • Strategic Risk Insurance Professional

    3 days ago

    Melbourne, Victoria, Australia beBeeInsurance Full time $90,000 - $120,000

    Job DescriptionRisk Insurance Advisor – Cutcher & Neale and BBB Partners.This role brings together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this position is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more...

  • Manager, Insurable Risk Advisory

    7 days ago

    Melbourne, Victoria, Australia Victorian Managed Insurance Authority Full time

    Location: Melbourne | CBDJob type: Full timeOrganisation: Victorian Managed Insurance Authority**Salary**: Salary not specifiedOccupation: Insurance and SuperannuationReference: VG/VMIA/RS/1796324We have an exciting opportunity for an Insurable Risk Advisory Manager to lead a highly experienced team of risk advisors dedicated to delivering top-notch...

  • Risk, Audit And Insurance Advisor

    2 weeks ago

    Melbourne, Victoria, Australia La Trobe University Full time

    Details - Risk, Audit and Insurance Advisor Risk, Audit and Insurance Advisor Apply now Job no: 569108 Work type: Continuing Location: Melbourne (Bundoora)Categories: Accounting, Audit and Finance Full time, Continuing position Located at La Trobe University's Melbourne (Bundoora)Flexible work arrangements to ensure you keep your life-work balance Generous...

  • Manager, Insurable Risk Advisory

    6 days ago

    Melbourne, Victoria, 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 CBDAbout UsVictorian 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 Department of...

  • Senior Risk Advisor

    3 weeks ago

    Melbourne, Victoria, Australia Bank Australia Full time

    Join to apply for the Senior Risk Advisor role at Bank AustraliaJoin to apply for the Senior Risk Advisor role at Bank AustraliaGet AI-powered advice on this job and more exclusive features.Through the merger of Bank Australia and Qudos Bank we're creating a better, stronger and more resilient bank for our customers and employees. As one company with two...