Risk Insurance Paraplanner

Cutcher; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

Cutcher & Neale is seeking a Risk Insurance Paraplanner to join our Risk Insurance team in Melbourne or Newcastle. You will work closely with Risk Advisors to deliver high-quality advice and help clients secure their financial futures.

We welcome paraplanners with experience in risk insurance or individuals eager to develop in this area. A tertiary qualification in Finance or Commerce and strong communication are highly regarded.

Qualifications

• Previous paraplanning experience in risk insurance preferred.
• Ability to prepare SOAs/ROAs and review documentation.
• Strong attention to detail and ability to manage priorities.

Responsibilities

• Prepare or assist with insurance research, analysis and strategy recommendations.
• Prepare quotes, SOAs, ROAs and review documents.
• Support insurance application, underwriting and policy administration processes.
• Liaise with clients, insurers and internal stakeholders.
• Assist with client reviews and ongoing service activities.
• Maintain accurate records and contribute to continuous improvement.

Skills

Paraplanning experience

Attention to detail

Strong communication

Team-first mindset

Education

Finance/Commerce degree

Job description

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 Cutcher & Neale Newcastle office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Melbourne.

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.

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 Cutcher & Neale Newcastle office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Melbourne.

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 Paraplanner to join our Risk Insurance team in Melbourne or Newcastle. In this role, you'll work closely with our Risk Advisors, supporting the delivery of high-quality risk insurance advice and helping clients achieve confidence and clarity in their financial future.

Ideally, you'll bring existing paraplanning experience and a strong understanding of risk insurance. However, if you're eager to build a career in Risk Insurance, we are also open to considering a Trainee Paraplanner who is motivated to learn and develop within a supportive environment.

What you'll do

• Prepare or assist with insurance research, analysis, and strategy recommendations.
• Prepare insurance quotes, Statements of Advice (SOAs), Records of Advice (ROAs) and review documentation.
• Support insurance application, underwriting, and policy administration processes.
• Liaise with clients, insurers, industry super funds, and internal stakeholders.
• Assist with client reviews, ongoing service activities, and follow-up actions.
• Maintain accurate records, documentation, and file notes.
• Build your technical knowledge and contribute to continuous improvement initiatives across the team.

What you'll bring

• Previous paraplanning experience, ideally within risk insurance, or a genuine desire to build a career in Risk Insurance
• Experience preparing or supporting the preparation of advice documents such as SOAs and ROAs (highly regarded).
• Tertiary qualifications in Finance, Commerce, or a related discipline (highly regarded).
• Strong attention to detail and the ability to manage competing priorities.
• Excellent written and verbal communication skills.
• A proactive, team-first mindset and willingness to learn and grow.
• A commitment to delivering quality outcomes and acting in clients' best interests.