An exciting opportunity has become available for a full-time Associate to join one of our friendly tightknit teams (“PODS”) based in our Perth CBD office.
This role is suitable for candidates that are looking to enter into or are completing their professional Year Program.
Who We Are – Viridian Financial Group
Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions.
We are united in purpose, and our strength lies in working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry.
About the Role
The Associate will work alongside an experienced Senior Advisor while entering into or completing their PY program. The ideal candidate will be set on a successful pathway to becoming and Advisor.
Key Responsibilities:
- Being a main contact for clients, attending client meetings with Senior Advisor.
- Completion of action items from client meetings.
- Support strategy development, research preparation of quality advice, utilizing Xplan.
- 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 Senior Advisor and fellow Client Services Managers to ensure quality client outcomes.
- Willingness to commence your professional year in the future.
Working at Viridian
In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been 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 centered 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 an Associate or Paraplanner in the Financial Advice industry.
- Relevant Graduate Diploma / Bachelor’s degree or on a pathway via FASEA.
- Demonstrated experience, and or working knowledge of Xplan 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 Wednesday 15th April 2026, 9.00pm however shortlisting will commence immediately.
We believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate and environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torrens Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in Contributing to our shared success.
