Associate
About the job
An exciting opportunity awaits for a full-time Associate to join a friendly and tight-knit team at Viridian Financial Group in Perth CBD. This job is perfect for individuals looking to embark on their professional journey in the financial advice industry while working alongside experienced professionals. The team values collaboration and is dedicated to empowering clients through tailored financial solutions.
You'll be responsible for
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Being a main contact for clients
Acting as the primary point of contact for clients and attending meetings with the Senior Advisor.✅
Completing action items from client meetings
Following up on tasks and action items discussed during client meetings to ensure timely delivery of services.📝
Supporting strategy development
Assisting in the preparation of quality financial advice through research and collaboration with internal teams.Key criteria
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Minimum 2 years in financial advice
Experience as an Associate or Paraplanner in the industryView
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Relevant degree or diploma
Graduate Diploma or Bachelor's degree aligned with FASEA requirementsView
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Xplan knowledge
Demonstrated experience or working knowledge of Xplan softwareView
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