Cadetship Program 2027
Core
A structured introduction to the financial advice profession for students completing Year 12 or tertiary studies, gaining practical experience alongside experienced Advisers and Associates.
Role type
Junior IC financial advice cadet
Builds
Client service and administrative support for financial advice clients
Domain
Financial services / Financial planning
Deliverable
client delivery
Required skills
financial planning process knowledge, client onboarding, workflow management, communication, organization, reliability, initiative
Preferred skills
interest in business and finance
Responsibilities
Support client service and administrative activities, Assist with client onboarding and workflow management, Learn the financial planning and advice process, Participate in mentoring, training and development activities, Develop technical, professional and communication skills, Contribute positively to team culture and client outcomes