Perth Financial Advisor — Flexible, Client-First Wealth

Viridian Advisory Ltd; Western Australia; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Birthday Leave and Wellness Day

Flexible work arrangements, including

13 weeks' Primary Carer's Leave

Novated car leasing options

Viridian Team Community Program

Discounted Medibank Corporate Health

Employee Assistance Program (EAP)

Salary Sacrifice

Novated Leasing

Job summary

Viridian Advisory Ltd in Perth is seeking a Financial Advisor to join our Perth CBD office. You will deliver high-quality, personalised financial advice and build your own client pipeline in a national specialist network.

You will work with investment teams, lending experts and fellow Advisors to deliver integrated outcomes, supported by a strong local team. 3–5 years’ experience and Full FASEA compliance are preferred.

Qualifications

• 3–5 years of experience as a Financial Advisor.
• Full FASEA compliance.
• Strong understanding of legislative and regulatory requirements.
• Experience with XPLAN is ideal; Microsoft Office skills are required.

Responsibilities

• Provide holistic, personalised financial advice across superannuation, investments, wealth creation, retirement planning, insurance and estate considerations.
• Maintain strong, ongoing client relationships through regular meetings and proactive communication.
• Identify opportunities to enhance client outcomes using Viridian’s lending, investment management and digital solutions.
• Build new client relationships through referrals, networking and 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

Financial advisory experience

FASEA compliance

Regulatory knowledge

Excellent communication

Autonomy with collaboration

Tools

XPLAN

MS Office

Job description

Viridian Advisory Ltd in Perth is seeking a Financial Advisor to join our Perth CBD office. You will deliver high-quality, personalised financial advice and build your own client pipeline in a national specialist network.

You will work with investment teams, lending experts and fellow Advisors to deliver integrated outcomes, supported by a strong local team. 3–5 years’ experience and Full FASEA compliance are preferred.