Company Description Principal Partners is an independently owned financial advisory & wealth management firm. Principal Partners has been operating for over 40-years, providing holistic advice to individuals and families across multi- generations. Applicants can expect to join a team that values trust, professionalism, and long-term client relationships.

Role Description Being a growth orientated business, Principal Partners is seeking to add a new on-site member to its team to help support its Financial Planning staff. The Financial Planning Administrator contributes to a seamless client experience by providing timely administrative support and helping maintain a high standard of service.

Daily tasks include managing client correspondence, maintaining records, compiling reports, data entry, liaising with clients, fund managers and other key stakeholders.



This role supports the financial advisors and directors in running an efficient, compliant, end to end wealth management and advisory practice.

Principal

Partners is a practice of 10 staff, its co-operative & team-oriented staff engagement process ensures you gain exposure to all areas of financial planning and business development.

Qualifications/ Skills

- Effective communication skills, including clear written and verbal communication with clients, advisors, and external providers.
- Strong attention to detail, organisational skills, and the ability to manage multiple tasks and deadlines in a fast-paced office.
- Relevant qualifications/ studying financial planning, accounting, or a related discipline (certificate, diploma, or degree) are preferred.

📌 Financial Planning Administrator (Melbourne)
🏢 Principal Partners
📍 Melbourne