Risk Insurance Advisor - New South Wales - Cutcher & Neale Group

    Cutcher & Neale Group
    Cutcher & Neale Group New South Wales

    5 hours ago

    Description

    At Cutcher & Nealewe areTrue Professionalswho believe in beingStronger Togetherby 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.
    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
    #J-*****-Ljbffr


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