Associate

An exciting opportunity has become available for a full-time Associate to join one of our friendly tightknit teams (“PODS”) based in our Sydney 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 successful candidate will have a rare opportunity to be exposed to complex cases while being aligned to an experienced Senior Advisor supporting high net-worth clients.

Key Responsibilities

The role will provide technical administrative and compliance support:

• Being a main contact for clients, attending client meetings with Senior Advisor.
• Completion of file notes and 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.

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 (non-Authorised Representative), Paraplanner or Client Services Manager.
• Relevant Graduate Diploma / Bachelor’s degree or on a pathway via FASEA, SMSF accreditation 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 Sunday 26th April 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.