Found ? profiles matching your search criteria (financial advisor)

Paraplanner

I currently work as support for Financial Advisors at one of Britains largest Financial Advice companies. I am competent at... the following: -Very good command of English and the written word. Skilled at typing letters and documents quickly and accurately -Proof reading of documents making any amendments to punctuation or grammar as required. -Knowledgable on various areas of personal finance including Investments, Pensions, Mortgages and Protection
Skills: English | MS Excel | MS Word | Sales/... Marketing letters | Speed typing > 60 WPM | Technical Writing Skills

Business Development Manager

Previous experience is in insurance and financial sector where I have worked ...as a regional manager and developed book of business in a specific area. Also have experience is a financial advisor... for expats in Europe and growing a book of business there. This includes my own lead generation, calling and selling of certain products.
Skills: Blackberry/RIM | Cold calling | English | Face to... face selling | Lead generation | Management Skills | Managing People | MS Excel | MS Word | Search Engine Marketing | Search Engine Optimization | Telesales | Training | Valuations

Online Business Manager

I have vast experience in business management and have efficiently managed and operated two business covering all aspects of admin ...and financial management. My main strengths are in the following Data Entry Spreadsheet Management Financial Reporting Bookkeeping (Software based) Financial... Management General Business Advice I carry out voluntary work as a business advisor and can relay a wealth of experience to those who require it.
Skills: Bookkeeping (double-entry) | Customer Service | Management Skills | ... MS Excel | MS Word | Sage Line 50 | Speed typing > 70 WPM | Trial Balance | VAT returns | Xero Online Accounts

Office Assistant

I am a reliable and efficient ...worker with eight years customer service experience, most of which was spent as a Customer Relations Advisor within the financial... services industry. My key skills are word processing, data entry, dispute resolution and customer service. I have excellent time management skills and work with speed and accuracy.
Skills: AS/400 | Call Center Skills | Customer Service | ... English | MS Excel | MS Word | Speed typing > 70 WPM | Telesales | Training

Reward Management Consultant

I am a specialist’ reward and performance management consultant I help you align your business strategy to reward strategy into business performance - increase your bottom line. I not only provide advice but delivery and implementation capacity to help you manage the reward ...agenda within your organisation. My consultants and advisors are highly experienced reward and performance management practitioners having worked across Financial... Services, Utility, Media and FMCG sectors
Skills: Human Resource

Finance/Auditing Expert

•Experience of over 10 years finance, audit and business consultancy in banking, trading, manufacturing and service oriented organizations •Obtained funding, leasing ...and capital financing from financial institutions •Worked on feasibility studies, business plans and liaison with banks •Expert business re-engineering advisors... for large organizations •Enterprise Resource Planning (ERP) like Midas (Mysis), SAP R/3, Exact Software and Oracle Finance exposures •Engaged in the audit of multinational organizations at supervisory level
Skills: Auditing

Finance & Accounting

I have more that eight years expereince ...in finance, Audit & Accounts field. I worked more that 20 Multi National Compamies as auditor, Consultants and as advisor... for strategy development. I gained experience on sustainavle cost reduction strategy by taking several trainings & parctical works in variouse industries. I belive proper business palaninng can ensure proper utilization of resources which yield expected output.
Skills: Auditing | ERP | Financial Modelling | VAT returns

Investment Manager

I am a licensed stockbroker, life insurance agent and financial advisor. I manage investment assets and provide investment analysis for... public and private investments. Currently have an independent office since 2003. In the industry since 2000. Also doing technical writing in investment industry: articles, white papers, book, more.
Skills: Journalistic writing | Sales/ Marketing letters

Service Provider

I have an experience of almost 15 years in Sales, Marketing, Consultant, Advisor, Management with various industry verticals ranging from... BPO, Mechanical, Food Processing, IT-Hardware, Real Estate, Publishing. A smart hand on expert with through analytical skills and revenue model generation capabilities.
Skills: English | Financial Modelling | Lead generation | Legal... Language | Office Management | Sales/ Marketing letters

Business Consultant

Independent professional, very rigorous and committed to timely delivery of products that meet clients needs. Previously a ...business consultant with leading global consulting firms. Recognized by clients and colleagues as an Excel / VBA expert and advisor.... Ecole Polytechnique (Top-ranking French Engineering University) graduate, holding Master's degrees in Economics and Management from The University of Oklahoma and The French Institute of Petroleum
Skills: Financial Modelling | MS Access | MS Excel | ... VBA

I am a tax advisor, small business management consultant. I carry out small to medium sized task bookeeping, budget preparation,... cashflow modelling, set up basic tools for businesses. Carry out on training in a wide range of business and money sesions. Will accommodate special requests
Skills: Access | Access Accounts Horizon | Financial Modelling | ... MS Excel | Oracle | Oracle | Project Management | Sage Line 100 | Sage Line 50 | Sun Accounts | VAT returns

Managment Advisor

Commercial Executive with experience in acquisitions, mergers, disposals, turnarounds, restructuring and administration streamlining. Operated in various roles such as -... Managing Director, Finance Director and Commercial Director. Strong team player with good communication and motivational skills. Chartered Accountant with breadth of management experience as well as Non executive director for two businesses
Skills: Bookkeeping (double-entry) | Business Advisor | Financial... Modelling | Human Resource | Management Skills | Managing People | Non-Eexutive | Project Management | Trial Balance | Valuations

Graphic Designer

During my 10 years experience, I have worked on many blue-chip accounts, with projects ranging from corporate identities, newsletters, brochures, exhibition panels; in fact any kind of printed materials, ...through to designing and building websites. I am currently working with a diverse range of clients: accountants, solicitors, financial advisors,... colleges and private schools.
Skills: Adobe Illustrator | Adobe InDesign | CSS | Dreamweaver | ... Macromedia Flash | Photoshop

Book-keeper/Administrator

I have a wealth of talent and experience in the accounting and administration world which was gained via ...my 25 years in the British Army and 10 years for Lloyds Bank as a Senior Business and Financial Advisor.... I prefer to work in a Remote scenario and will work any hours required to ensure the task or job is completed on time.
Skills: Bookkeeping (double-entry)

Multi-Tasker

I am essentially a full time mother. I am ...a qualified swimming teacher and by the end of September will be a level 3 Personal Trainer and Nutritional advisor... (currently level 2 qualified and on exercise professionals register). I previously worked in the City in IT. I managed the Customer Accounts database for Institutional Clients for a Major Financial Institution. Prior to this I managed a support team who looked after an accounts, securities, corporate actions and pricing suite of applications. I was more of a project manager and application owner and have a good understanding of the Financial Trading industry. I am also highly proficient in SQL and database management.
Skills: Access | Blogging | SQL | Technical Writing Skills

Corporativo Advisors is a professionally managed entity set up with an objective of providing high quality services in the area of finance and taxation consulting. Our team comprises of Chartered Accountants, MBAs, CFAs ...having more than a decade experience in the area of BOOK KEEPING, FINANCIAL REPORTING & ACCOUNTING, CORPORATE CONSULTING, FINANCIAL ADVISORY... AND TAX & REGULATORY CONSULTING. Our senior management personnel have individuals who have worked with leading professional firms including PWC, Deloitte, etc. Please visit our website www.corporativoadvisors.com for further details or mail us at info@corporativoadvisors.com

Translator - Spanish to English

- Specialist translator of financial documents from Spanish to English - Proof-reader of financial documents, drafted in English by... non-native English speakers. - UK-qualified Chartered Accountant, fluent in Spanish having lived and worked in Madrid for more than 3 years as a professional advisor to Banks and Cajas. - Very familiar with the key players in the Spanish banking sector and with the terminology and regulation. - Native English speaker. - Reliable, efficient and flexible service, tailored to meet your requirements and available around the clock. - Typical documents translated: - Information memorandums - Due diligence reports - Pitches/proposals - Business plans - Annual accounts - Management accounts and budgets - Engagement letters - Presentations
Skills: English | Spanish

Practice Financial Planning Consultant

I am a CeMAP and CeFA qualified Financial Advisor offering advice across the enitre financial sector. I am self-employed, therefore... very flexible, with very good sales skills. I have a BA (Hons) Degree in Leisure Management with good markeitng and PR skills. I have previous retail management experience with expertise in marketing, sales and recruitment. Finally, I am also an ameautur writer / novelist.
Skills: Cold calling | Customer Service | Face to... face selling | Journalistic writing | Management Skills | Managing People | MS Excel | MS Word | Public Relations Skill | Sales/ Marketing letters | Training

Financial Consultant; Marketing Consultant; Copywriter

I have 12 years experience working for a large ...financial institution designing and marketing products including preparing all marketing collateral and website content. I am also a financial advisor... for a large insurance company providing investment advice and insurance products to clients. I have been operating a website selling entertainment products (books, music, movies and collectibles) for 11 years and have grown the business consistently year to year during this time.
Skills: Copy Writing | Editing Skills | Face to... face selling | Sales/ Marketing letters | English Language (Words and Phrases) Test | UK English Grammar Test (For Writing Professionals)
Certified Skills: English Language (Words and Phrases) Test, UK English Grammar Test (For Writing Professionals)

Finance officer

I currently work in ...local government finance. I have strong financial reporting and database skills and regularly process payments, contracts and work with financial... systems. I regularly process things involving and eye for detail such as sorting and checking hundreds of invoices, which I do every week. I am a part qualified accountant and financial advisor. Any region of finance, book keeping, invoice processing or data processing i am good at. I am especially experienced in keeping purchase ledgers. I also am happy to deal with any type of typing work and have worked in profession telesales for over a year.
Skills: Bookkeeping (double-entry) | Call Center Skills | Copy... Writing | Face to face selling | Lead generation | Lead generation | MS Excel | MS Power Point | MS Word | Power Point Formatting | Sales/ Marketing letters | Speed typing > 60 WPM | Telesales | Windows Administration