Strategic Insurance & Risk Advisor

Cutcher & Neale Accounting and Financial Services; Newcastle; On-site; AUD 70,000 - 110,000; Full time

Job summary

Cutcher & Neale Accounting and Financial Services in Newcastle, Australia, seeks a Risk Insurance Advisor to join the Financial Planning and Wealth Management team. You will advise clients on Life, Trauma, TPD or Income Protection needs, tailoring solutions that fit their finances and goals.

You will work with clients and internal stakeholders to deliver high-quality advice, service, and peace of mind when it matters most. A current ARS and relevant qualifications are required.

Qualifications

• 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

Responsibilities

• 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 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 within the client base
• Take part in training and development to strengthen technical and client service skills

Education

Tertiary qualification in Commerce, Finance or a related field

Diploma of Financial Services (Financial Planning) and RG146 compliance

Authorised Representative Status

Job description

Cutcher & Neale Accounting and Financial Services in Newcastle, Australia, seeks a Risk Insurance Advisor to join the Financial Planning and Wealth Management team. You will advise clients on Life, Trauma, TPD or Income Protection needs, tailoring solutions that fit their finances and goals.

You will work with clients and internal stakeholders to deliver high-quality advice, service, and peace of mind when it matters most. A current ARS and relevant qualifications are required.