As a Client Services Officer at Cadre Capital, you'll support Advisers across all stages of the advice process, including client meetings, technical research, and workflow management. This role offers hands-on exposure to complex strategies for high-net-worth clients and a clear pathway to becoming a Financial Adviser.
Client Details
At Cadre Capital, they are dedicated to delivering exceptional financial advice and wealth management solutions tailored to each client's unique goals. They pride themselves on providing a highly personal, client-focused experience built on trust, professionalism and innovation. Their clients include sophisticated families, high-income professionals and complex structures seeking strategic, tax-efficient and long-term advice.
Description
Attend client meetings with Financial Advisers, assist with preparation, note-taking and follow-up
Arrange and coordinate all documentation required for client meetings
Prepare clear and accurate summaries of client information for advice development
Technical and Strategy Preparation
Conduct research across superannuation, investments, insurance, products and strategy
Undertake insurance needs analysis and prepare detailed insurance quotes
Assist with financial modelling, scenario analysis and technical calculations
Complete fact-find data entry and prepare instruction briefs for paraplanning
Advice Documentation & Workflow Management
Manage advice workflows from fact find to final delivery
Coordinate and oversee annual reviews, new business plans and ongoing advice activities
Review draft Statements of Advice and Records of Advice for accuracy and completeness
Prepare ROAs where authorised
Client Experience & Operations
Maintain accurate client records, team dashboards and Xplan data integrity
Monitor client accounts and support escalation management across operational teams
Assist Advisers in resolving client requests promptly and professionally
Oversee the implementation of advice recommendations and provide updates to clients
Support continuous improvement initiatives, including process enhancements and checklist development
Profile
Essential Attributes
Strong written and verbal communication skills
High attention to detail and accuracy with technical information
Ability to manage competing priorities in a structured and compliant environment
Professional, proactive and client-focused approach
Ability to work closely with Advisers and collaborate across teams
Experience
1 to 3 years of experience as a Paraplanner, Associate Adviser or similar role in financial planning preferable
Strong understanding of superannuation, investments, insurance strategy and general financial planning concepts
Experience with Xplan (highly desirable)
Prior client-facing experience is advantageous
Qualifications
Degree in Financial Planning, Commerce, Economics or a related field
Progress toward FAAA Professional Standards or CFP accreditation is desirable
RG146 accreditation required or near completion
Job Offer
This role provides a strong foundation for long-term career progression within Cadre Capital. High-performing Associates may be offered the opportunity to commence their
Professional Year (PY)
and transition into a Financial Adviser role. You will receive close mentoring, ongoing training and exposure to sophisticated strategy work that builds deep advisory capability.
Financial Planning, Commerce or Business graduates, apply now
To apply online please click the 'Apply' button below.
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