Risk Insurance Advisor

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.

About Cutcher

• Cutcher & Neale 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.
• Visit our Careers page to see what our team have to say about working at Cutcher & Neale.
• Your new opportunity We’re looking for a Risk Insurance Advisor to join our Financial Planning and Wealth Management team.
• Pragmatic thinker with a genuine focus on creating smart client solutions

Responsibilities

• 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

Requirements

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