Client-First Financial Advisor | Hybrid & Growth

Viridian Advisory Ltd; Adelaide; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Birthday Leave

Flexible work arrangements

13 weeks' Primary Carer's Leave

Novated car leasing options

Viridian Team Community Program

Discounted Medibank Corporate Health (

Job summary

Viridian Advisory Ltd in Adelaide's CBD is seeking a Financial Advisor to deliver holistic advice across superannuation, investments, retirement planning and risk management. You will build your own client pipeline while collaborating with a national network of investment and lending specialists.

Based in a modern office, you will work with a local team and leverage Viridian's digital solutions to enhance client outcomes. The role emphasizes relationships, integrity and a client-first mindset.

Qualifications

• 3-5 years' experience as a Financial Advisor
• Full FASEA compliance
• Strong understanding of legislative and regulatory requirements
• Experience with Xplan (ideal) and strong Microsoft Office skills
• Excellent communication and relationship management abilities
• Autonomous work style with collaborative team support
• Integrity, professionalism and client-first mindset

Responsibilities

• Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations
• Maintain strong, ongoing relationships through regular meetings, proactive communication and strategic reviews
• Identify opportunities to enhance client outcomes using Viridian's lending, investment management and digital solutions
• Build new client relationships through referrals, networking and natural business development
• Stay current with market trends, product knowledge and regulatory requirements
• Collaborate with accountants, solicitors and mortgage brokers to deliver integrated, high quality advice

Skills

Communication

Relationship management

Regulatory knowledge

Xplan

Microsoft Office

Tools

Xplan

Microsoft Office

Job description

Viridian Advisory Ltd in Adelaide's CBD is seeking a Financial Advisor to deliver holistic advice across superannuation, investments, retirement planning and risk management. You will build your own client pipeline while collaborating with a national network of investment and lending specialists.

Based in a modern office, you will work with a local team and leverage Viridian's digital solutions to enhance client outcomes. The role emphasizes relationships, integrity and a client-first mindset.