Financial Advisor

A rare and exciting opportunity has become available for a full-time Financial Advisor to join our team in our Rockingham 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

This full-time role will provide comprehensive financial planning services to existing and new clients. The successful candidate will provide on-going advice, guidance and maintain face to face and phone contact with existing clients. The Financial Advisor will be responsible in managing the ongoing relationship with the clients, while also being able to identify and source potential new clients.

Key Responsibilities

• Prepare and conduct interviews and reviews for prospects and existing clients.
• Provide technically competent financial planning advice that matches individual client needs.
• Keep up to date with financial planning products and services and with financial market trends.
• Build, train and maintain relationships with external referral sources.
• Achieve agreed targets with respect to funds under management, fees generated, creation of new clients and retention of existing clients.
• Comply with all instructions, procedures and processes of the business as required under the Australian Financial Services License.

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

• 3-5 years’ experience as a Financial Advisor, with full FASEA compliance.
• Knowledge of Xplan as well as proficiency in Microsoft Office Suite.
• Excellent communication skills and relationship management.
• Ability to work autonomously and part of a team.
• Strong compliance, technical knowledge of legislative and regulatory requirements.

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 Saturday 18th May 2024, 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.