About Us
Cadre Capital Partners provides bespoke wealth management solutions to high-net-worth clients across Australia. We pride ourselves on delivering technical precision, personal service, and seamless implementation.

The Opportunity
We are seeking a highly detail-oriented and proactive team member to take ownership of client implementation tasks following advisor meetings. This is a behind-the-scenes, operations-focused role designed for someone who enjoys driving processes to completion and ensuring nothing slips through the cracks.

Perhaps you have worked as an adviser, enjoy numbers and technical detail, but don’t want the client-facing responsibilities. Or you may be a recent graduate seeking to build a career in high-end financial services. Either way, you are dedicated, intelligent, and take pride in making sure every detail is executed flawlessly.

Key Responsibilities

Take ownership of post-meeting tasks, ensuring smooth onboarding and follow-through for clients.

Prepare and manage pension, contribution, and rollover documentation.

Perform detailed superannuation and tax-related calculations (e.g., contribution caps, pension drawdowns).

Oversee insurance applications and liaise with providers to finalise implementation.

Delegate routine administration tasks to client service staff and manage progress.

Provide quality control on documents prepared by paraplanners and administrators.

Track workflows and deadlines, proactively following up to ensure completion.

Maintain accurate and compliant client records in Xplan (or relevant systems).

Skills & Attributes

High attention to detail and accuracy in documentation and calculations.

Proactive mindset: able to anticipate needs and drive outcomes without constant instruction.

Process-driven, organised, and comfortable juggling multiple priorities.

Works well in a support capacity, thriving on execution rather than client-facing work.

Ideally strong technical understanding of superannuation, pensions, contributions, and compliance.

Qualifications & Experience

Degree in commerce, finance, accounting or related field desirable.

Previous experience in paraplanning, client services, or financial planning operations highly regarded.

Strong skills in Excel and financial modelling a plus.

Experience with Xplan or similar CRM/software an advantage.

Why Join Us?
This role is designed for someone who wants to make an impact, enjoys detail, ownership, and operational execution, not someone looking to move quickly into an advice role short-term.

We offer a supportive environment, exposure to complex high-net-worth strategies, and the opportunity to make a real impact by ensuring our client's plans are implemented flawlessly.