Associate Advisor

An exciting opportunity has become available for a full-time Associate Advisor to join one of our friendly tightknit teams (“PODS”) based in our Sydney CBD office.

Who We Are – Viridian Financial Group

Viridian Financial Group is a leading Australian diversified financial services business, 100% owned by staff and clients. The group consists of 400 employees, including 100+ advisors managing $10bn on behalf of private families and for-purpose entities across Australia.

The firm was established in 2015 by a team who understood the power of financial advice to make a profound difference in the lives of Australians. We deliver advice and investment solutions to clients through our highly qualified, experienced and client focused teams and pride ourselves on working to really understand our clients, so we can help them live the life that they choose.

About the Role

The Associate Advisor will work alongside an experienced Executive Advisor and team to support high net wealth wholesale clients, with the opportunity to be exposed to rare complex cases.

Key Responsibilities:

• Being the first contact to provide efficient and effective communications with clients, internal and external professionals.
• Attend client meetings in collaboration with the Advisor and contribute to the presentation and discussions, followed by completing file notes and action items from client meetings.
• Support strategy development, research preparation of quality advice by utilising Xplan for retail and wholesale recommendations and/or investment proposal for wholesale clients.
• Liaise with internal teams and external institutions to carry out research, modelling, and calculations, to support the preparation of financial advice to clients.
• Work collaboratively with team members to ensure quality client outcomes and cohesive team environment to enable the client experience expected to be delivered.
• Manage tasks and process to ensure all comply with our Professional Standards and Guidelines as well as regulations and obligations.

Working at Viridian

In 2022, the firm achieved B Corp status with a score of 99.4 and was recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.

You will have access to a range of benefits centred around community and inclusivity:

• Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
• Flexible work options with the ability to work from home.
• Participation in our Viridian Team Community Program.
• Discounted Medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

We are after a self-motivated person interested in making human connections, the ideal candidate will enjoy working both independently and within a team, in addition you will have:

• Minimum 2-year experience as a Junior Financial Advisor, Associate, Paraplanner, Advice Delivery Associate (Paraplanner) or Senior Client Services Manager with some experience in wholesale financial advice.
• Relevant Graduate Diploma / Bachelor’s degree or on a pathway via FASEA.
• Demonstrated experience, working knowledge of Xplan, and wholesale advice delivery is highly desirable (but not essential).
• Excellent time management, and communication skills (both written and verbal), with demonstrated ability to work with stakeholders at all levels of the organisation.
• Strong attention to detail, analytical skills and the ability to work in teams or independently.

To Apply

We warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Friday 17th May 2024, 9.00pm however shortlisting will commence immediately.

We are committed to providing a working environment that embraces and values diversity, equity, and inclusion. We encourage candidates to contact us if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.