Trainee Paraplanner

Providing comfort and clarity in our clients' financial future.

Applying for a role with Cutcher & Neale is the first step toward securing your place within a highly respected, hard-working and innovative team. 

Your new opportunity

We are excited to share this opportunity for a Trainee Paraplanner to join our Investment Services team, focusing on wealth creation strategies for our growing client base of High-Net-Worth individuals. 

You will be working closely with experienced trainers and mentors to develop your professional skills as well as technical financial planning knowledge with a growth goal of becoming a trusted Client Adviser for our clients.

To be considered, you must be career-driven, studying towards, or recently graduating from, your BA in Commerce or similar degree, and have a genuine passion for helping others achieve their financial goals.

What will you do?

• Coordinate with financial institutions, including banks, brokers, term deposit providers, life insurers, industry super funds and Centrelink.
• Draft Statements of Advice (SOAs), Records of Advice (ROAs), portfolio reviews and investment and life insurance strategies
• Oversee new client onboarding
• Assist with monthly graphs, publications and seminar presentations
• Prepare off-market transfers, rollovers and changes of trustee documentation
• Collaborate with our accounting and superannuation teams
• Learn and grow alongside our team of Financial Advisors

What you bring:

• Enthusiasm and a keen desire to learn
• Ability to work effectively in a team
• Professional presentation and excellent computer skills
• Strong verbal and written communication abilities
• A positive attitude with a flexible approach to duties
  
  

What we offer:

• Flexible Schedule: Enjoy a four-day workweek during university semesters, with a dedicated day for study leave
• Supportive Environment: Be part of a friendly team with an active social calendar
• Quality Work: Engage in diverse tasks with quality clients
• Professional Growth: Access excellent training and ongoing development opportunities
• Mentorship: Benefit from mentorship and study alongside peers
• Financial Support: Receive generous assistance covering course materials, paid study leave for your exams, and study support for post-graduate qualifications

What is next?

We are ready to welcome you to our team now, and we'd love to hear from you! Submit your resume and a short cover letter addressing why you're perfect for the position here on our website or directly to careers@cutcher.com.au

Learn more about our firm and our Wealth Management team here.