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Paraplanner at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Paraplanning, Financial Services, Communication Skills, Attention To Detail, Multi Tasking, Microsoft Office, Portfolio Software, Team Collaboration, Investment Knowledge, Xplan Software, Technical Analysis, Client Administration, Reporting, Documentation Preparation, Client Onboarding, Performance Calculations, Internal Improvement
Specialization
Candidates should have a minimum of 2 years of experience in paraplanning or a similar role, along with relevant tertiary qualifications. Strong communication skills and attention to detail are essential, along with a desire to learn and improve.
Experience Required
Minimum 2 year(s)
Team Administrator at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Administrative Support, Scheduling, Client Liaison, Document Preparation, Problem Solving, Attention To Detail, Team Collaboration, Communication, Initiative, Adaptability, Relationship Building, Office Experience, Learning, Coordination, Client Management
Specialization
Candidates should have strong relationship-building skills and the ability to work both independently and as part of a team. Attention to detail and a willingness to learn are also important, along with some office experience.
Project Coordinator at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Project Coordination, Business Support, Operations, Organisational Skills, Attention To Detail, Communication Skills, Collaboration, Microsoft 365, Project Tools, Proactive Mindset, Process Mapping, Workflow Tools, Professional Services, Accounting, Technology
Specialization
Candidates should have 2-4 years of experience in project coordination or business support. Strong organisational skills and proficiency with Microsoft 365 and project tools are essential.
Experience Required
Minimum 2 year(s)
Sr. Fellow- Research (Code:EU7302) at European Institute of Policy Research and Human Rights
Melbourne, Victoria, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. Candidates must also demonstrate the ability to work independently in a virtual environment.
Sr. Policy Research Fellow (Code:EU7300) at European Institute of Policy Research and Human Rights
Canberra, , Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. Candidates must demonstrate the ability to work independently in a virtual environment and effectively meet deadlines.
Research Fellow-Junior (Code:EU6500) at European Institute of Policy Research and Human Rights
Melbourne, Victoria, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Sr. Policy Researcher (Code:EU7301) at European Institute of Policy Research and Human Rights
Sydney, New South Wales, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Candidates must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. They should demonstrate the ability to work independently in a virtual environment and meet deadlines.
Junior Fellow- Research (Code:EU6498) at European Institute of Policy Research and Human Rights
Canberra, , Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Independent Work, Time Management, Critical Thinking
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should also demonstrate the ability to work independently in a virtual environment and meet deadlines.
Fellow- Jr. Researcher (Code:EU6502) at European Institute of Policy Research and Human Rights
Perth, Western Australia, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Strategic Thinking, Problem Solving, Communication, Time Management, Critical Thinking
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Logistics Coordinator (Fulfilment) at BioMar Process Innovation Tech Centre Brande Denmark
Wesley Vale, Tasmania, Australia - Full Time
Skills Needed
Logistics, Supply Chain, Order Processing, Customer Communication, Inventory Control, Problem Solving, Attention To Detail, Teamwork, Organizational Skills, Microsoft Suite, Warehouse Management System
Specialization
Candidates should have experience in logistics, supply chain, or sales support, along with strong organizational and communication skills. Proficiency in Microsoft Suite and attention to detail are essential, with experience in warehouse management systems being highly regarded.
Junior Researcher (Code:EU6501) at European Institute of Policy Research and Human Rights
Brisbane, Queensland, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Independent Work, Time Management, Critical Thinking
Specialization
Open to candidates enrolled in or who have completed a Bachelor, Masters, or Doctoral program from any discipline. Candidates must demonstrate the ability to work independently in a virtual environment and meet deadlines.
Research Fellow (Code:EU6499 at European Institute of Policy Research and Human Rights
Sydney, New South Wales, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program in any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Project Planner at Australian Department of Infrastructure and Regional Development
New South Wales, NSW, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Paraplanner at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia -
Full Time


Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

0.0

Posted On

01 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Paraplanning, Financial Services, Communication Skills, Attention to Detail, Multi-tasking, Microsoft Office, Portfolio Software, Team Collaboration, Investment Knowledge, Xplan Software, Technical Analysis, Client Administration, Reporting, Documentation Preparation, Client Onboarding, Performance Calculations, Internal Improvement

Industry

Financial Services

Description
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 BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle. 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 an experienced Paraplanner to join our Financial Planning & Wealth Management team. Working closely with a team of experienced advisors, you’ll play a critical role in preparing advice documentation, managing investment administration, and supporting the delivery of a seamless, high-quality client experience. This is a great opportunity to bring your existing paraplanning experience into a firm known for its professional standards, strong team culture, and dedication to growth for both our clients and our people. What you'll do Draft Statements of Advice, Records of Advice, Portfolio Reviews, Cashflow Projections and Investment Strategies Manage onboarding tasks for new clients, including preparation of documentation and liaising with external providers Prepare performance calculations and support technical analysis Liaise with banks, platform providers, and fund managers as required Handle client administration tasks such as off-market transfers, cash movements, and investment paperwork Support advisors by managing queries and delivering timely responses Prepare reporting and manage internal data for review meetings Assist with internal communications, seminar content, and Investment Committee support Contribute to internal improvement initiatives and attend training to build your expertise What you'll bring Minimum 2 years’ experience in a paraplanning or similar financial services role Tertiary qualifications in Commerce or Finance (or currently completing) RG146 Compliance or Graduate Diploma of Financial Planning (or currently completing) Strong written and verbal communication skills Excellent attention to detail and ability to multi-task across priorities Proficiency in Microsoft Office, with exposure to portfolio software platforms A collaborative mindset with the ability to work both independently and as part of a team Desire to continually learn and improve in a dynamic, growing firm Strong interest in investment markets and eagerness to develop knowledge further Experience using Xplan software (desirable but not essential) Ready to join us? Click Apply now, upload your resume and answer a few quick questions to help us get to know you.
Responsibilities
The Paraplanner will draft various financial documents, manage client onboarding tasks, and support advisors in delivering a high-quality client experience. This role involves liaising with external providers and handling client administration tasks.
Paraplanner at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Paraplanning, Financial Services, Communication Skills, Attention To Detail, Multi Tasking, Microsoft Office, Portfolio Software, Team Collaboration, Investment Knowledge, Xplan Software, Technical Analysis, Client Administration, Reporting, Documentation Preparation, Client Onboarding, Performance Calculations, Internal Improvement
Specialization
Candidates should have a minimum of 2 years of experience in paraplanning or a similar role, along with relevant tertiary qualifications. Strong communication skills and attention to detail are essential, along with a desire to learn and improve.
Experience Required
Minimum 2 year(s)
Team Administrator at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Administrative Support, Scheduling, Client Liaison, Document Preparation, Problem Solving, Attention To Detail, Team Collaboration, Communication, Initiative, Adaptability, Relationship Building, Office Experience, Learning, Coordination, Client Management
Specialization
Candidates should have strong relationship-building skills and the ability to work both independently and as part of a team. Attention to detail and a willingness to learn are also important, along with some office experience.
Project Coordinator at Cutcher & Neale Accounting and Financial Services
Newcastle-Maitland, New South Wales, Australia - Full Time
Skills Needed
Project Coordination, Business Support, Operations, Organisational Skills, Attention To Detail, Communication Skills, Collaboration, Microsoft 365, Project Tools, Proactive Mindset, Process Mapping, Workflow Tools, Professional Services, Accounting, Technology
Specialization
Candidates should have 2-4 years of experience in project coordination or business support. Strong organisational skills and proficiency with Microsoft 365 and project tools are essential.
Experience Required
Minimum 2 year(s)
Sr. Fellow- Research (Code:EU7302) at European Institute of Policy Research and Human Rights
Melbourne, Victoria, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. Candidates must also demonstrate the ability to work independently in a virtual environment.
Sr. Policy Research Fellow (Code:EU7300) at European Institute of Policy Research and Human Rights
Canberra, , Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. Candidates must demonstrate the ability to work independently in a virtual environment and effectively meet deadlines.
Research Fellow-Junior (Code:EU6500) at European Institute of Policy Research and Human Rights
Melbourne, Victoria, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Sr. Policy Researcher (Code:EU7301) at European Institute of Policy Research and Human Rights
Sydney, New South Wales, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Candidates must be currently enrolled in or have completed a Masters or Doctoral program in any discipline. They should demonstrate the ability to work independently in a virtual environment and meet deadlines.
Junior Fellow- Research (Code:EU6498) at European Institute of Policy Research and Human Rights
Canberra, , Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Independent Work, Time Management, Critical Thinking
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should also demonstrate the ability to work independently in a virtual environment and meet deadlines.
Fellow- Jr. Researcher (Code:EU6502) at European Institute of Policy Research and Human Rights
Perth, Western Australia, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Strategic Thinking, Problem Solving, Communication, Time Management, Critical Thinking
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program from any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Logistics Coordinator (Fulfilment) at BioMar Process Innovation Tech Centre Brande Denmark
Wesley Vale, Tasmania, Australia - Full Time
Skills Needed
Logistics, Supply Chain, Order Processing, Customer Communication, Inventory Control, Problem Solving, Attention To Detail, Teamwork, Organizational Skills, Microsoft Suite, Warehouse Management System
Specialization
Candidates should have experience in logistics, supply chain, or sales support, along with strong organizational and communication skills. Proficiency in Microsoft Suite and attention to detail are essential, with experience in warehouse management systems being highly regarded.
Junior Researcher (Code:EU6501) at European Institute of Policy Research and Human Rights
Brisbane, Queensland, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Writing, Publication, Independent Work, Time Management, Critical Thinking
Specialization
Open to candidates enrolled in or who have completed a Bachelor, Masters, or Doctoral program from any discipline. Candidates must demonstrate the ability to work independently in a virtual environment and meet deadlines.
Research Fellow (Code:EU6499 at European Institute of Policy Research and Human Rights
Sydney, New South Wales, Australia - Full Time
Skills Needed
Research, Policy Analysis, Data Utilization, Collaboration, Mentorship, Publication, Independent Work, Deadline Management
Specialization
Applicants must be enrolled in or have completed a Bachelor, Masters, or Doctoral program in any discipline. They should be able to work independently in a virtual environment and meet deadlines.
Project Planner at Australian Department of Infrastructure and Regional Development
New South Wales, NSW, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
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