At a Glance
- Tasks: Advise clients on tailored insurance solutions and support their financial goals.
- Company: Join Cutcher & Neale, a supportive team that values collaboration and growth.
- Benefits: Enjoy professional development, work-life balance, and a dynamic team environment.
- Other info: Opportunity for ongoing training and career advancement in a thriving industry.
- Why this job: Make a real difference in clients' lives while building your career in finance.
- Qualifications: Tertiary qualification in Commerce or Finance and strong relationship-building skills.
The predicted salary is between 62100 - 75900 $ per year.
At Cutcher & Neale, 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 Financial Planning and Wealth Management 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 within the client base
- 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 in Newcastle employer: Cutcher & Neale Accounting and Financial Services
Cutcher & Neale Accounting and Financial Services is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in vibrant Melbourne or Newcastle, we provide our team with opportunities to enhance their skills while contributing to meaningful client outcomes in risk insurance. Join us to be part of a collaborative environment where your contributions are valued and rewarded.
Contact Details:
Cutcher & Neale Accounting and Financial Services Recruitment Team
