Financial Investment Advisor - Full-Time, Permanent

RAS Mortgage and Asset Finance Pty Ltd is an Australian financial services provider specialising in mortgage broking, lending solutions, and personalised financial advice. The company supports individuals and businesses by offering tailored home loan, investment loan, and refinancing options, with a strong focus on compliance, transparency, and customer service. With a reputation for reliability and professional guidance, RAS Finance helps clients achieve their financial goals while ensuring all services meet Australian regulatory standards.

The Financial Investment Advisor role exists to provide clients with tailored financial guidance and investment strategies that align with their personal and business goals. The position ensures compliance with Australian financial regulations while delivering professional advice on mortgages, asset finance, wealth management, and investment opportunities.

• Assess clients’ financial circumstances, goals, and risk tolerance to design tailored investment strategies.
• Provide professional advice on mortgages, asset finance, superannuation, retirement planning, and wealth management.
• Recommend diversified portfolios and suitable financial products that align with regulatory standards.
• Prepare compliant Statements of Advice (SOA) and maintain accurate client records.
• Monitor economic trends, market conditions, and legislative changes to update client strategies.
• Review and adjust investment plans regularly to ensure ongoing suitability and performance.
• Educate clients on financial options, risks, and long‑term planning to support informed decision‑making.
• Collaborate with internal teams to deliver seamless financial services and client support.
• Manage client relationships with transparency and integrity, ensuring trust and satisfaction.

Education

• Bachelor’s degree in Finance, Economics, Accounting, or a related discipline.
• Postgraduate qualifications in Financial Planning or Investment Management are preferred.

Experience

• Minimum of 2-3 years’ experience in financial advisory, investment planning, or mortgage/asset finance.
• Demonstrated ability to manage client portfolios and deliver tailored financial solutions.

Skills & Competencies

• Strong analytical ability to assess financial data and market trends.
• Excellent knowledge of investment products, superannuation, and wealth management strategies.