Associate
Viridian Financial Group · Sydney, New South Wales, AU
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. W...
Job description
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 team...