An exciting opportunity has become available for an Integration & Capability Associate (ICA) to join our team in the Melbourne, CBD office.
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 ICA is responsible for executing the onboarding of new staff members, existing staff are continually upskilled, and service delivery remains aligned with VFGL standards, compliance requirements, and the modernised advice model. The ICA plays a critical role in supporting business growth, M&A integration, and the uplift of client service quality by delivering structured training.
Key Responsibilities
1. Training Delivery & Facilitation
Deliver structured high-quality training and onboarding across core capability
areas, including:
- Financial planning processes & advice workflows (fact finds, SOA/ROA processes, implementation, review cycles, OFAs)
- Client service standards & communication (client interactions, service etiquette, managing expectations, escalation pathways)
- Systems & tools (Xplan, VIV, workflow tools, document management, digital platforms)
- Compliance & regulatory requirements (record keeping, advice documentation, risk controls, quality standards)
- Ensure new starters understand advice workflows, client service expectations, systems, and compliance requirements.
2. Capability Uplift & Continuous Development
- Maintain deep knowledge of all training materials, SOPs, systems and process updates.
- Execute refresher training, uplift programs, and targeted interventions identified by the CDM/ASM/RM.
- Provide ongoing coaching to CSMs to strengthen technical skills, service quality, and operational consistency.
- Support Advisors and Associates with training that enhances client experience and operational efficiency.
- Provide guidance to CDM on capability trends, training needs, and development opportunities.
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
- Strong understanding of the financial planning advice process and client service workflows.
- Experience delivering training or onboarding within advice operations or
financial services.
- Proficient with Microsoft Office, and experience using Xplan would be advantageous.
- 3 years’ minimum experience working within a similar role within the financial services industry.
- Clear, confident communication and facilitation skills.
- Ability to simplify complex processes into practical, digestible training.
- Strong organisation, planning, and stakeholder management capability.
- Ability to work collaboratively across multiple teams and adapt to changing priorities.
- High attention to detail and commitment to quality and consistency.
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 5th August 2026 at 9.00pm however, shortlisting will commence immediately.
At Viridian, 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 an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres 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.
