Risk Insurance Advisor — Client-Centric Wealth Protector

Cutcher & Neale; Newcastle; Vor Ort; AUD 70.000 - 120.000; Vollzeit

Zusammenfassung

Cutcher & Neale in New South Wales seeks a Risk Insurance Advisor to join our Financial Planning and Wealth Management team. In this client-facing role, you’ll tailor personal insurance solutions that provide protection for Life, Trauma, TPD, or Income Protection, aligned with clients’ financial position and goals.

You’ll work with clients and internal stakeholders to deliver high-quality advice, exceptional service, and peace of mind when it matters most, while maintaining strong client records

Qualifikationen

• Authorised Representative Status required.
• Diploma in Financial Services (Financial Planning) and RG146 compliance.
• Tertiary qualification in Commerce, Finance or related field; meet FASEA/TASA requirements.

Aufgaben

• Meet with clients to understand insurance needs and financial position.
• Provide tailored insurance advice for Life, Trauma, TPD or Income Protection.
• Coordinate end-to-end implementation with paraplanning and admin teams.
• Review and update strategies to ensure ongoing suitability.
• Contribute to advice documents prepared by paraplanners and staff.

Kenntnisse

Authorised Representative Status

Relationship-building

Stakeholder engagement

Pragmatic thinking

Ausbildung

Bachelor degree in Commerce/Finance or related field

Diploma of Financial Services (Financial Planning)

RG146 compliance

Jobbeschreibung

Cutcher & Neale in New South Wales seeks a Risk Insurance Advisor to join our Financial Planning and Wealth Management team. In this client-facing role, you’ll tailor personal insurance solutions that provide protection for Life, Trauma, TPD, or Income Protection, aligned with clients’ financial position and goals.

You’ll work with clients and internal stakeholders to deliver high-quality advice, exceptional service, and peace of mind when it matters most, while maintaining strong client records