Paraplanner at Cutcher & Neale – Newcastle West, New South Wales

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.

We’re looking for a detail-oriented and skilled 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.

• 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

• 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)