
Financial Advisor Projects
Looking for freelance Financial Advisor jobs and project work? PeoplePerHour has you covered.
Video Ad Scriptwriter & US Audience Advisor (Faith Brand)
Every morning, women of faith across America pause for a quiet prayer. Our jewelry and gifts are made for that moment: a cross worn close to the heart, a gift that says "I'm praying for you." We're looking for a writer who can turn those feelings into words that move people. What you'll do (2 weeks): - Write short vertical (9:16) video ad scripts. No filming, not on camera. - Be our voice of the American customer: tell us how she talks, what she cares about, and whether a hook rings true. $8-10/hour, up to 7 hours a week. Extra hours need approval first. We value early heads-ups on deadlines, honest notes when a line sounds off, quick revisions. First, a short paid test (about 2 hours). If it's not a fit, we part ways and you're still paid. US-based only. To apply: share 2 script samples and write the opening line (first 3 seconds) of a video ad for a simple cross necklace, for a woman in the US who prays every morning.
4 days ago3 proposalsRemoteBulk Indian Financial Data from MCA FY26 Filings (AOC4/ MGT7)
We are looking to connect with vendors who can provide bulk access to Indian company filings from the MCA, particularly AOC-4, MGT-7/MGT-7A, and other relevant ROC filings. We are open to raw documents as well. • Initial requirements: • Sample coverage: 100–500 companies, with 2–3 years of historical filings • Scale-up potential: 10K / 100K / 1M+ companies • Raw filings with company mapping, filing dates, and document metadata • FY 26 delivery timelines and pricing • Data provenance, licensing rights and permitted commercial use Vendors offering bulk downloads, APIs, data feeds, or custom extraction are welcome. Please specify whether you provide all available filings or only selected document types. If you have relevant data or capabilities, please DM me.
8 days ago8 proposalsRemoteWise taxing logo
I need a professional, memorable logo for Wise Taxing that communicates trust, clarity, and expertise in tax and financial services. The design should include the business name and feel polished, approachable, and credible to individuals and businesses alike. Please explore a clean, contemporary visual style with thoughtful typography and a distinctive icon that subtly suggests smart financial guidance, accuracy, or growth. Use a balanced colour palette that works across digital and print formats, including a one-colour version. The final logo should be versatile, legible at different sizes, and supplied in high-resolution, editable formats.
3 days ago39 proposalsRemoteNeeding a UK accountant to help with accounts
I am seeking a qualified UK accountant to support me with my accounts and prepare a letter for a refinancing application. The letter should accurately confirm that you have been engaged to assist with my accounts over the next 90 days. The work may include reviewing financial records, identifying outstanding items and advising on steps to bring my accounts up to date. Please describe your relevant experience, availability, proposed approach and fee. Any letter must reflect the agreed scope of work and be issued only where professionally appropriate.
18 hours ago10 proposalsRemoteopportunity
Central Payroll and HR Portal
We are looking for a designer to help build a portal where our workers can login and view their employment documents including; payslip, contract of employment, benefit system, training programme, certificates, holiday pay etc. This system will build and evolve and will be an integral part of CFC's client offering. Each system today is provided through stand alone technology platforms including; Octopaye, Xero and others, each operating open API enabling a simple integration to a front end management portal. Due to GDPR rules this needs to be very secure as it will hold personal and financial data.
3 days ago108 proposalsRemoteBookkeeper 20 hrs per month – Insurance Broker, London
Part‑time bookkeeper (about 20 hours per month) for a long‑established boutique insurance broker in central London. edwww.charlesmilnes.co.uk. Maintain accurate financial records using an established spreadsheet system, perform reconciliations, and coordinate with external accountants. Flexible remote work with initial in‑office training. Seeking a reliable, organised professional with small‑business bookkeeping experience, meticulous attention to detail, and strong communication skills. Familiarity with insurance or financial services is advantageous.
17 days ago45 proposalsRemoteopportunity
2 Landing Pages for PPC Advertising
Two PPC landing pages for UK financial services I’m looking for a designer/developer to create two simple, high-converting landing pages for PPC campaigns: - Equity Release - Adverse Credit Remortgages I have an existing landing page from another business that I would like to use as a reference, particularly the overall structure and flow of its data-capture form. The intention is not to copy the site, but to create something similarly simple and effective. The aim is deliberately minimalist: reassure visitors, provide enough information for them to understand the service, and then quickly and efficiently collect their details for us to contact them. I can provide the core copy and regulatory wording, although input on presentation, structure and conversion-focused wording would be welcome. Both pages should: - Be fully responsive and designed primarily with mobile PPC traffic in mind. - Include a simple/multi-step lead capture form. - Be fast-loading and lightweight. - Allow Google Ads/GA4 conversion tracking to be added. - Use our existing company branding. - Include the appropriate regulatory/privacy/footer areas. - Be easy for us to amend in future. The landing pages should be hosted independently of our existing website, ideally on a subdomain of our current company domain, with the subdomain pointed via DNS to the new hosting provider. This will be arranged with our existing website provider, although the final hosting arrangement has not yet been confirmed. Experience creating websites or landing pages for UK FCA-regulated financial-services firms is strongly preferred. Please include examples of relevant work if available. We will retain responsibility for approving all regulated financial-services copy and claims. Please quote a fixed price for both pages and indicate what hosting solution/technology you would recommend. Budget is indicative and I’m open to sensible proposals based on relevant experience and the recommended technical/hosting approach.
17 days ago92 proposalsRemoteUK Accountant Required for Two Small Limited Companies
I am looking for a qualified UK accountant to assist with the accounting and statutory requirements of two small UK Limited Companies. Both companies have relatively straightforward accounting requirements, a very limited number of transactions and well-organised financial records. I undertake the bookkeeping myself using Kashflow and can provide all relevant financial information, including bank statements, invoices, expenses and accounting records. Company 1: Final Accounts and Company Closure: The first company is a small structural engineering consultancy which is expected to cease trading on **31 October 2026**. We require a fixed fee quotation for the following services: 1. Preparation of the final statutory company accounts covering approximately seven months of trading, from 1 April 2026 to 31 October 2026, including submission to Companies House and the relevant Corporation Tax return to HMRC. 2. Preparation and issuance of a P45 for one director receiving a minimum salary, including the necessary final payroll submissions and closure of the PAYE scheme with HMRC. 3. Any necessary adjustment of the company's accounting reference date or accounting period. 4. Formal closure and dissolution of the Limited Company through Companies House, including any necessary liaison with HMRC. The company has very few invoices and transactions, and all bookkeeping has already been undertaken. Our existing accountant will be able to provide all previous accounting records, financial statements, payroll information and other relevant documentation to ensure a smooth handover. Company 2: Ongoing Accounting Services: We are also seeking an accountant to provide ongoing services for a second small UK Limited Company. Please provide your fees for: 1. Preparation of annual statutory accounts and submission to Companies House, together with the preparation and submission of the Corporation Tax return to HMRC and the annual Confirmation Statement to Companies House. 2. PAYE payroll services for one sole director receiving minimum salary. 3. Preparation and submission of the director's annual personal Self Assessment tax return. 4. Provision of your accountancy firm's office address as the company's registered office address with Companies House, including correspondence handling. **Additional Information** Both companies operate in the professional services sector and have a relatively small number of invoices and transactions. I personally undertake the bookkeeping, which should significantly reduce the amount of accounting work required. Our current accountant is increasingly focusing on larger companies and is no longer able to dedicate sufficient time to our smaller businesses. We are therefore seeking a reliable accountant who can provide a professional, responsive and cost-effective service. Fee Quotation Requested Please provide: - A separate fixed fee quotation for completing all services associated with the closure of Company 1. - A separate annual fee quotation for the ongoing accounting, payroll, Self Assessment and registered office services for Company 2. - No VAT return preparation or filing services are required, as neither company is VAT registered. - Your professional qualifications, relevant experience and expected turnaround times. We would ideally like to establish a long-term working relationship with a dependable UK accountant. Please confirm whether your quoted fees include VAT or any other charges. Thank you, and we look forward to receiving your proposals.
6 days ago20 proposalsRemoteCharity account
Seeking an experienced professional to manage and optimize a charity account. Responsibilities include establishing and maintaining donor records, processing and reconciling donations, preparing periodic financial summaries, ensuring regulatory compliance, and advising on transparency and stewardship best practices. Ideal candidate has nonprofit accounting experience, meticulous attention to detail, clear communication, and proficiency with common accounting tools. Timely delivery, confidentiality, and integrity are essential.
a month ago12 proposalsRemoteB2B Sales Closer– Inbound Leads for Accounting Firm (UAE)
Job Description We are launching an accounting and bookkeeping services business in Dubai, UAE, and are looking for an experienced freelance B2B sales closer to convert inbound leads into paying clients. We will be generating leads through Meta (Facebook and Instagram) advertising campaigns. Your responsibility will be to contact these leads promptly, understand their accounting requirements, present our services, and convert interested prospects into paying monthly clients. This is a long-term opportunity for the right candidate, with a fixed monthly retainer and attractive performance-based commissions. Key Responsibilities * Contact inbound leads promptly, ideally within 5–10 minutes of receiving an enquiry during agreed working hours. * Conduct professional sales calls with business owners and decision-makers in the UAE. * Understand prospective clients’ accounting and bookkeeping requirements. * Present our monthly service packages and handle pricing objections. * Follow up consistently with interested prospects through calls and WhatsApp. * Close sales and guide clients through the onboarding process. * Maintain accurate records of all calls, follow-ups, and outcomes in our CRM. * Work towards agreed monthly sales and conversion targets. Requirements * Proven experience in B2B sales, preferably accounting, bookkeeping, financial services, business setup, or other professional services. * Strong English communication and negotiation skills. * Experience selling services to UAE businesses is highly preferred. * Ability to independently manage the sales process from initial enquiry to closing. * Comfortable working with CRM software and a company-provided calling system. * Availability during agreed UAE business hours to ensure prompt lead follow-up. * Self-motivated, reliable, and results-oriented.
10 days ago9 proposalsRemoteHigh-Ticket Client Acquisition for Luxury Chauffeur Business
West Drive Executive is a premium chauffeur and luxury vehicle business based in Birmingham, serving clients across the UK. We are looking for a business development / partnerships specialist who can help us win high-value recurring clients and referral partners. This is not a generic lead generation role and we are not interested in someone simply sending thousands of cold emails. Our objective is to build relationships with organisations and individuals capable of generating significant recurring bookings. Target Clients / Partners We are particularly interested in developing relationships with: Executive Assistants / Personal Assistants to HNW and UHNW individuals Corporate travel managers Family offices Private aviation companies, FBOs and jet brokers Luxury hotels and concierge teams Luxury travel advisors and DMCs Wealth management / private banking firms Law firms, accountancy firms and professional services businesses Event agencies Celebrity / VIP management companies Production companies Luxury concierge businesses Companies requiring executive transport for directors, clients and events The goal is to win recurring corporate accounts, preferred-supplier relationships and referral partnerships, rather than one-off low-value bookings. What We Need You To Do Initially, we would expect you to: Identify and research high-value target accounts. Find the correct decision-makers within those organisations. Build highly targeted prospect lists. Develop outreach messaging tailored to each audience. Carry out personalised outreach through email and/or LinkedIn. Follow up professionally with prospects. Generate qualified conversations and meetings. Track prospects and opportunities in a simple CRM. Help develop partnership propositions for hotels, aviation, concierge and corporate clients. Work with us to turn initial bookings into recurring accounts. We can personally handle important sales calls and meetings if necessary, so we are open to candidates who are particularly strong at identifying prospects and creating qualified opportunities. What Success Looks Like We are not interested in vanity metrics such as: number of emails sent email open rates large unqualified lead lists We care about: conversations with genuine decision-makers qualified meetings trial bookings corporate accounts opened preferred-supplier relationships recurring bookings revenue generated from accounts you originate Our longer-term aim is to develop relationships capable of generating £5,000–£20,000+ per month in chauffeur and executive transport revenue. We understand that high-value relationships take time to develop and do not expect unrealistic overnight results. Who We Are Looking For We would particularly like to hear from people with experience in one or more of: Luxury hospitality Private aviation Corporate travel Executive transport Luxury concierge UHNW / private-client services Family offices Business development B2B outbound sales Strategic partnerships Professional services Events / VIP hospitality Existing relationships within these industries would be a major advantage. UK market experience is strongly preferred. Budget / Working Arrangement We are currently looking for a cost-effective freelancer rather than an expensive agency or £2,000+ per month consultant. We are open to: hourly arrangements a small monthly commitment project-based trials base payment + performance commission For the right candidate, we would be very happy to pay additional commission for genuinely valuable accounts that result in revenue. We would prefer to begin with a small paid trial before committing long term. When Applying Please answer the following rather than sending a generic proposal: 1. Give one example of a high-value corporate or partnership client you personally helped win. What did you actually do? 2. Have you worked with luxury clients, executive assistants, corporate travel, private aviation, hotels, concierge businesses, family offices or similar audiences? 3. If you had 30 days to generate the first serious corporate opportunity for West Drive Executive, who would you target first and why? 4. How would you find and approach those decision-makers? 5. What would you personally do each week? 6. How would you measure your success? 7. Are you open to a small initial paid trial plus commission for accounts that generate revenue? Please do not apply if your strategy is simply mass cold email or providing large generic lead lists. We are looking for someone who understands that one excellent corporate or luxury relationship can be worth more than hundreds of ordinary enquiries.
5 days ago7 proposalsRemoteopportunity
Video Creator & Editor Ongoing Weekly Work, 10–12+ Social Ads
TITLE AI Video Creator & Editor — Ongoing Weekly Work, 10–12+ Social Ads DESCRIPTION We’re looking for an experienced AI video creator and editor for ongoing, paid weekly work producing at least 10–12 short videos per week. These are vertical ads for Instagram Reels and TikTok, usually 15–30 seconds, occasionally up to 40 seconds. Our first priority is an AI mentor app for men. The ads explore recognisable situations: procrastination, loneliness, relationships, financial pressure, broken promises and wasted potential. The product must have a clear, meaningful role in each story. We want films that make people stop scrolling, recognise themselves and want to try the app. THE STANDARD We need photorealistic characters, believable acting, strong visual hooks, purposeful editing and excellent sound. The work should have colour, energy, personality and emotional weight. You must understand how to build a story, create tension and land a memorable ending. Character consistency, realistic hands, coherent environments and readable phone screens are essential. We review details closely. WHAT YOU WILL HANDLE • AI image and video generation. • Consistent characters across shots. • Animation, editing and compositing. • Integration of supplied app screens and branding. • Voiceover production when required, using an approved voice. • Commercially cleared music and sound effects. • English captions and final exports. We provide the concepts, scripts, brand assets and app references. We can also supply final voiceovers. We expect you to contribute creative judgement and improve the execution. WORKING ARRANGEMENT • Ongoing weekly work. • At least 10–12 completed videos per week. • Weekly payment. • A paid trial video before starting the regular arrangement. • Please quote your best weekly price for 12 videos, including your revision allowance. TO APPLY Please answer these five points: 1. Send your three strongest relevant videos. Tell us exactly which parts you created. 2. Which tools and workflow do you use to maintain realistic, consistent characters? 3. Can you reliably deliver 10–12 finished videos every week? What is your turnaround for the first draft? 4. What is your best weekly price, and what does it include? 5. Briefly describe how you would film this opening: “A man has spent hours building his perfect video-game character. Beside him are old pizza boxes and an overdue bill. The message: you can restart the game, but you cannot replay the years you’ve lost.” Give us your first three shots. We want to see how you think, not just which tools you use. Please start your proposal with “STORY FIRST” so we know you have read the brief. We’re looking for a reliable creative partner who can turn a strong idea into a finished ad people actually want to watch.
3 days ago19 proposalsRemoteB2B research operator for five 30-minute SaaS interviews
CapitalOS Research requires one independent B2B qualitative research operator to conduct five scheduled 30-minute interviews with pre-screened SaaS Revenue Operations, renewal and Customer Success leaders. Participants will be recruited, screened, scheduled and paid through Respondent. All participant communication must remain on Respondent. Scope (maximum five hours): • 0.5 hour protocol onboarding and dry run. • Five 30-minute remote interviews. • Immediate completion of the supplied 21-field structured note record after each session, plus a protocol-deviation log. • 0.5 hour evidence handoff and completeness check. The operator must follow the supplied frozen nine-step interview script and capture schema exactly. Typed notes only: no audio or video recording, transcription or session export. No pitching, selling, negotiating, off-platform contact, participant recontact, customer names, personal data, confidential commercial data, contracts, screenshots or live-system access. Requirements: • Documented experience conducting moderated B2B qualitative interviews. • Fluent professional English and availability to complete all five sessions within 14 days. • Independent, with no financial interest in this opportunity. • Not currently selling or advising on customer-success, renewal-intelligence or revenue-intelligence software. Deliverables: • Five complete anonymised structured interview records. • One protocol-deviation log. • One evidence-completeness handoff. This is evidence collection only. CapitalOS performs all synthesis and threshold analysis. Commercial boundary: fixed price shown is the working service budget. Total client cost, including all marketplace fees and taxes, must remain within £500. No extras, scope expansion or work beyond five hours without a separate decision. In your proposal, describe comparable moderated B2B interviews, confirm the conflict-of-interest restriction, confirm acceptance of the no-recording/data-minimisation rules and state your availability for the next 14 days.
15 days ago12 proposalsRemoteopportunity
UK Accountant Needed to Review & Prepare Ltd Accounts
We are looking for an experienced UK accountant to review and process the accounts for our UK Limited Company. We have already done the majority of the preparation work and have everything organised and ready for review, including: Income and expenditure records Bank transaction information Receipts and supporting documentation Company expense information Previous years' filed company accounts Previous Corporation Tax calculations and records Information from the previous 2–3 accounting years for reference We are not looking for someone to undertake a large bookkeeping or data-entry project. The financial information has already been gathered and organised. We need someone who can: Review the figures and supporting information we have prepared Check that income and expenses have been categorised and treated correctly Identify any adjustments or additional information required Prepare the company's annual accounts based on the information supplied Calculate the Corporation Tax position Advise us of anything that needs correcting or addressing before submission Ideally be familiar with UK Limited Companies, Companies House requirements and HMRC Corporation Tax requirements At this stage, the main priority is getting the accounts reviewed and correctly prepared. We can discuss separately whether you will also handle the actual submission to Companies House and HMRC. We would prefer to work with someone who regularly handles accounts for small UK owner-managed Limited Companies. When applying, please let us know: Your experience working with UK Limited Companies Whether you are UK-based or regularly work with UK accounting and tax rules Whether you are ACCA, ACA, AAT or otherwise professionally qualified What you would need from us to complete the work Your estimated fixed price for completing the review and preparation Everything is ready to provide to the successful applicant, so we are looking for someone who can take the information we have prepared, review it thoroughly and get the accounts into the correct position.
a month ago30 proposalsRemote"New Customer" Conversion Phone Sales
Position Purpose This appointment operates as the primary professional gateway for landlords, managing agents, and property operators seeking immediate guidance on regulatory compliance and enforcement exposure within England, with responsibility to convert those enquiries into paying clients. This is a sales role requiring strong human sales skills and availability for UK working and evening hours, making UK based candidates most suitable. Comfort must be demonstrated in asking direct and sometimes difficult questions to obtain accurate and truthful answers. Information must be gathered efficiently and prospects must be guided with authority to book and pay for a consultation. Each lead will already have identified a need for the firm’s services. The role requires structured interviewing, qualification against the firm’s offering, and progression to a paid, high value consultation with the Casework Director. Responsibility includes disciplined management of inbound and outbound communications, rapid extraction of relevant information, and structured progression of enquiries into retained legal consultations valued in excess of £500. This is not an administrative post. This is a revenue enabling, compliance sensitive, front line role requiring judgement, authority, and measurable commercial impact. Key Responsibilities All telephone engagements must be conducted promptly, professionally, and with controlled authority. Approved diagnostic frameworks and scripts must be followed precisely during initial development in the role. Conversations must be steered firmly to maintain focus, clarity, and relevance. All required data must be captured accurately in real time and recorded in compliance with internal standards. The seriousness of each legal issue must be assessed through structured questioning, with matters triaged appropriately. Where appropriate, callers must be confidently guided towards booking a paid consultation. Financial transactions must be processed calmly, securely, and in accordance with company procedures. Between 20 and 30 calls per day will be managed once established in the role. A minimum of 2 structured triage calls per hour is expected during a 6 to 7 hour working day once competent. All personal and case information must be verified verbally and confirmed for accuracy. All post booking communications must be triggered correctly without omission. Any inconsistency, uncertainty, or legal risk must be escalated immediately. Absolute Requirements Fluent spoken English is mandatory, delivered with clarity, confidence, and a professional tone. A natural alignment with England based communication standards is required. A working understanding of UK address structures, postcode formats, local authority terminology, and regulatory language is essential. Strict adherence to process and compliance protocols is non negotiable. Each call must be conducted with calm authority and commercial awareness. Experience Required Prior experience in a structured telephone environment such as professional services intake, regulated sales, or call centre operations is required. Proven success in converting prospects into paid professional services is essential. Experience handling high value transactions and processing card payments by telephone is required. Experience working in target driven environments is expected. Exposure to legal, property, or compliance sectors is desirable. Skills and Attributes Strong listening capability with the ability to isolate key facts quickly. Ability to redirect conversations while maintaining authority. Commercial confidence to secure payment when appropriate. High attention to detail with zero tolerance for inaccuracy. Resilience under sustained call volume. A composed and authoritative telephone presence. Professional scepticism with no assumptions made. Security and Integrity References must be verifiable. Background screening will be required. Confidentiality and data protection standards must be upheld at all times. Sensitive legal and financial information will be handled, requiring absolute integrity. Working Pattern Availability of 6 to 7 hours per day is required. Call volumes must be managed within that period without backlog. Flexibility may be required to meet demand. Final Statement This appointment sits at the commercial heart of the organisation. It requires discipline, structure, authority, and commercial awareness. This role suits an individual who understands that precision and control generate trust and results, and who is capable of converting new customer engagement into retained business through structured relationships.
17 hours ago6 proposalsRemote"New Customer" Conversion Phone Sales
Position Purpose This appointment operates as the primary professional gateway for landlords, managing agents, and property operators seeking immediate guidance on regulatory compliance and enforcement exposure within England, with responsibility to convert those enquiries into paying clients. This is a sales role requiring strong human sales skills and availability for UK working and evening hours, making UK based candidates most suitable. Comfort must be demonstrated in asking direct and sometimes difficult questions to obtain accurate and truthful answers. Information must be gathered efficiently and prospects must be guided with authority to book and pay for a consultation. Each lead will already have identified a need for the firm’s services. The role requires structured interviewing, qualification against the firm’s offering, and progression to a paid, high value consultation with the Casework Director. Responsibility includes disciplined management of inbound and outbound communications, rapid extraction of relevant information, and structured progression of enquiries into retained legal consultations valued in excess of £500. This is not an administrative post. This is a revenue enabling, compliance sensitive, front line role requiring judgement, authority, and measurable commercial impact. Key Responsibilities All telephone engagements must be conducted promptly, professionally, and with controlled authority. Approved diagnostic frameworks and scripts must be followed precisely during initial development in the role. Conversations must be steered firmly to maintain focus, clarity, and relevance. All required data must be captured accurately in real time and recorded in compliance with internal standards. The seriousness of each legal issue must be assessed through structured questioning, with matters triaged appropriately. Where appropriate, callers must be confidently guided towards booking a paid consultation. Financial transactions must be processed calmly, securely, and in accordance with company procedures. Between 20 and 30 calls per day will be managed once established in the role. A minimum of 2 structured triage calls per hour is expected during a 6 to 7 hour working day once competent. All personal and case information must be verified verbally and confirmed for accuracy. All post booking communications must be triggered correctly without omission. Any inconsistency, uncertainty, or legal risk must be escalated immediately. Absolute Requirements Fluent spoken English is mandatory, delivered with clarity, confidence, and a professional tone. A natural alignment with England based communication standards is required. A working understanding of UK address structures, postcode formats, local authority terminology, and regulatory language is essential. Strict adherence to process and compliance protocols is non negotiable. Each call must be conducted with calm authority and commercial awareness. Experience Required Prior experience in a structured telephone environment such as professional services intake, regulated sales, or call centre operations is required. Proven success in converting prospects into paid professional services is essential. Experience handling high value transactions and processing card payments by telephone is required. Experience working in target driven environments is expected. Exposure to legal, property, or compliance sectors is desirable. Skills and Attributes Strong listening capability with the ability to isolate key facts quickly. Ability to redirect conversations while maintaining authority. Commercial confidence to secure payment when appropriate. High attention to detail with zero tolerance for inaccuracy. Resilience under sustained call volume. A composed and authoritative telephone presence. Professional scepticism with no assumptions made. Security and Integrity References must be verifiable. Background screening will be required. Confidentiality and data protection standards must be upheld at all times. Sensitive legal and financial information will be handled, requiring absolute integrity. Working Pattern Availability of 6 to 7 hours per day is required. Call volumes must be managed within that period without backlog. Flexibility may be required to meet demand. Final Statement This appointment sits at the commercial heart of the organisation. It requires discipline, structure, authority, and commercial awareness. This role suits an individual who understands that precision and control generate trust and results, and who is capable of converting new customer engagement into retained business through structured relationships.
17 hours ago3 proposalsRemoteopportunity
Management Accountant
I run a UK outsourced finance service for private and mixed NHS/private dental practices. I'm looking for an experienced management accountant to produce monthly management accounts and a dentist-specific KPI pack for my clients, delivered white-label under my brand. This is ongoing work, starting with one or two practices and scaling to around 10 over the next 12 months. What you'll produce each month (per practice) Management accounts from Xero: P&L, balance sheet, cash flow, and budget/prior-period variance commentary. A dental KPI overlay, combining Xero data with practice management software exports (e.g. Dentally, Software of Excellence, R4): Gross production per clinician (dentist vs hygienist) Private vs NHS revenue split and revenue per UDA Case acceptance, chair occupancy, and no-show rate New patients (numbers and source) and recall/retention rate Lab fees as % of private revenue, and materials cost per UDA/patient Staff costs as % of revenue, and NHS pension contribution accruals Revenue and margin by service line (restorative, hygiene, cosmetic, ortho, implants, oral surgery) Automatic variance flagging: any metric moving more than 10% from the practice's own average must be highlighted with a short explanation. Requirements Qualified or part-qualified (ACCA/CIMA/ACA) with a strong management accounts background Confident in Xero; experience with Excel/Google Sheets, Power BI, or Looker Studio reporting is a plus UK accounting knowledge; dental or healthcare experience is a strong advantage Able to build a repeatable template so reports are consistent across practices Willing to sign an NDA and work white-label (no client contact unless agreed) Reliable turnaround: reports delivered within 10 working days of month end To apply, please include Your monthly price per practice for the above, and whether it drops with volume A one-time setup fee if you'd charge one to build the template A sample management accounts pack or KPI dashboard (anonymised) Any dental, healthcare, or multi-site reporting experience How you'd handle pulling non-financial data (UDAs, clinician stats) alongside Xero
a month ago31 proposalsRemoteSeeking a Russian-Speaking Influencer Marketing Agency / Manager
Sand Studio is seeking an agency, boutique team, or experienced influencer marketing manager to manage collaborations with Russian-speaking creators and influencers. We specifically need partners with access to creators whose audiences are based in Russia, CIS countries, and Russian-speaking communities worldwide. This is not a video-editing or standalone UGC-production project. About the Product - Product: AirDroid Parental Control (https://www.airdroid.com/ru/parental-control/) - Category: Mobile app - Target market: Russian-speaking audiences worldwide, with priority on Russia and CIS markets - Target audience: Parents and legal guardians interested in digital safety and managing children’s mobile-device usage - Content and communication language: Russian - Start date: As soon as possible - Indicative budget: Determined individually based on selected creators, platforms, and placement formats AirDroid Parental Control is an app that helps parents monitor their children’s mobile-device use and improve digital safety for the whole family. Campaign Goals - Increase brand awareness among Russian-speaking audiences; - Communicate the product’s key benefits; - Drive relevant traffic; - Generate registrations, leads, or sales; - Create high-quality user-generated and branded content. Scope of Work The selected partner will be expected to: - Understand the product, target audience, and campaign goals; - Identify relevant Russian-speaking creators and influencers; - Verify audience quality, including geography, language, demographics, reach, engagement, bots, and suspicious activity; - Assess previous sponsored content and reputational/brand-safety risks; - Prepare a longlist and a mutually approved shortlist of creators; - Contact creators or their representatives and conduct negotiations; - Agree on pricing, deliverables, and publication dates; - Prepare a media plan including creator name, account link, platform, format, projected reach, placement cost, and service fee; - Coordinate content preparation, approval, and publication; - Monitor deadlines and agreed deliverables; - Collect campaign results and provide a final report. Priority Platforms - Telegram - VK - YouTube - Dzen - RuTube Requirements for Applicants We welcome agencies, teams, and independent specialists who: - Have proven experience working with Russian-speaking creators; - Understand the Russian and/or CIS influencer market; - Can provide verifiable case studies; - Know how to assess audience quality and detect fraudulent engagement; - Have an established creator database or direct working relationships with creators; - Can negotiate competitive commercial terms; - Provide transparent media plans and financial reporting; - Communicate proactively and meet deadlines; - Can work under a contract and provide payment documents. What to Include in Your Proposal Please send a concise, structured proposal including: 1. Company or specialist information: name, country, website, contacts, team structure, working languages, and legal status. 2. Relevant experience: 2–5 relevant cases from the past 12 months, including category or brand, objectives, platforms, budget, results, and links to published content. Anonymous cases are acceptable where covered by NDA. 3. Creator examples: a preliminary list of 5–10 suitable Russian-speaking creators, including profile links, niche, audience size and geography, average reach, and estimated placement cost. 4. Pricing: clearly separate creator-placement budget, agency/service fee, taxes, additional or banking fees, payment currency, and proposed payment schedule. 5. Advertising disclosure: confirm whether you can ensure compliance with applicable advertising-disclosure requirements, including ERID registration and reporting through an ORD where required. 6. Timeline: estimated timing for strategy preparation, creator sourcing, placement approval, campaign launch, and reporting. International Cooperation and Payments Please confirm whether you can contract with a foreign company, which payment methods and currencies you accept, and whether you can provide invoices, acceptance certificates, and other required documents. Payments will be made via bank transfer under a signed agreement and invoice. Creator-placement costs and agency fees must be stated separately. Any additional costs require prior written approval from Sand Studio. Cooperation Terms Before launch, both parties will agree on the budget, scope of work, KPIs, reporting and payment procedures, content-approval process, creator replacement and cancellation terms, refund conditions, content-usage rights, and confidentiality obligations. No creator placement or payment may be confirmed without prior written approval from Sand Studio.
a day ago5 proposalsRemoteSales & Business Development Executive (Inbound & Outbound)
Company: LeBern Ltd Location: Remote – UK business hours Engagement: Freelance, initially 4 weeks, with ongoing opportunities About Us LeBern is an established UK property services company supporting landlords, investors, letting agents and housing providers. Our services include: - Guaranteed Rent: Securing rental agreements and managing landlord relationships. - Tenant Evictions: Helping landlords and agents navigate the legal possession process. - Property Management: Managing residential properties on behalf of landlords. - **Property Maintenance:** Providing maintenance and property support solutions. - **Property Acquisition & Accommodation Supply:** Developing property opportunities and relationships with local authorities and housing providers. We are looking to establish a dedicated, results-driven sales division to support business growth across all our services. The Opportunity We are seeking an experienced Sales & Business Development Executive capable of managing both inbound and outbound sales. We currently have an existing customer database, regular inbound enquiries and established operational teams, but no dedicated sales team. We need someone who can take ownership of sales opportunities, generate new business, convert enquiries into paying customers and help implement an organised, measurable sales process. This is a revenue-generating sales position, not simply an appointment-setting or customer service role. Key Responsibilities Inbound Sales - Respond promptly to incoming enquiries from landlords, investors and agents. - Qualify leads, understand customer needs and recommend appropriate services. - Conduct sales consultations, handle objections and close deals. - Follow up outstanding quotations, previous enquiries and prospective clients. - Identify cross-selling opportunities across LeBern's services. Outbound Business Development - Proactively identify and contact landlords, investors, letting agents and property businesses. - Conduct outbound calls, targeted email outreach and follow-ups. - Re-engage existing and previous customers. - Develop referral relationships and identify new commercial partnerships. - Generate qualified leads, appointments and new business. CRM & Sales Management - Manage leads and opportunities through HubSpot CRM. - Maintain accurate pipeline records and follow-up schedules. - Help establish structured sales processes and communication templates. - Coordinate with operational teams when onboarding new clients. - Provide weekly reporting on activity, conversion rates, pipeline value and revenue generated. Essential Requirements - Minimum 3 years' proven sales or business development experience. - Strong track record of closing deals and generating revenue. - Experience managing both inbound and outbound sales. - Excellent telephone communication, negotiation and objection-handling skills. - Experience using HubSpot or similar CRM systems. - Highly organised, proactive and comfortable working independently. - Excellent written and spoken English. - Availability during UK business hours. Highly Desirable: - UK property, estate agency, lettings or landlord services experience. - Experience selling legal, financial or professional services. - Previous involvement in establishing sales processes or teams. Initial Project & Expectations We propose an initial paid four-week trial, approximately 40–60 hours, with the potential for an ongoing engagement. Key objectives: 1. Manage and convert existing inbound enquiries. 2. Reactivate previous leads and customer relationships. 3. Generate qualified new business through outbound prospecting. 4. Maintain an accurate, organised sales pipeline. 5. Demonstrate measurable sales activity, conversion and revenue results. 6. Help establish the foundations of an efficient, scalable sales operation. Performance will be assessed against agreed sales KPIs, including qualified opportunities, proposals, conversion rates and completed business. All sales activity must follow our approved commercial processes and applicable UK marketing and data protection requirements. Fees & Incentives Please quote your hourly rate or fixed project fee for the initial engagement. We are open to a competitive base fee plus performance-related incentives linked to genuine commercial results. How to Apply Please provide: 1. A summary of your relevant sales experience. 2. Examples of previous sales results, including revenue generated or conversion rates. 3. Your experience selling UK property or related services. 4. Your approach to managing inbound enquiries and outbound prospecting. 5. Your experience with HubSpot CRM. 6. Your proposed rate and weekly availability. We are looking for a commercially driven sales professional who can take ownership, generate revenue and grow with the business. Successful candidates may be invited to an initial interview to discuss their experience and approach.
7 days ago16 proposalsRemoteopportunity
Digital Lending Platform, DSCR Funnels & AI Search
House of Funding is a U.S. real estate lender seeking a team to build a mobile-first digital lending experience and generate qualified DSCR leads. Please price each part separately, including setup, ongoing management, software, and ad spend. Do not submit one combined price. 1. WEBSITE AND LEAD CAPTURE Build a premium site designed for phones first and working fully on tablets and desktops. Include loan-product and market pages, our Fast 50 program, broker information, funded-deal examples, company pages, and educational resources. Provide a CMS, technical SEO, analytics, and clear options to call, book, or submit a deal. Build guided intake using qualification rules and disclosures we approve. Connect it to our existing CRM and track the lead source through application and funding. 2. DSCR PAID-AD FUNNELS Build separate funnels for (a) rental purchases, (b) rental cash-out refinances, and (c) portfolio or repeat investors. Each needs its own ad message, mobile landing page, qualifying form, call and form tracking, CRM connection, follow-up, and staff handoff. Quote a broker funnel separately if recommended. Include Google Search campaign setup, keywords and exclusions, conversion tracking, testing, and a 90-day optimization plan. House of Funding pays ad platforms directly. Price each funnel, campaign setup, monthly management, and recommended ad spend separately. Report qualified leads, applications, funded loans, and cost per funded loan. 3. SEARCH AND AI VISIBILITY Propose approved DSCR content for traditional search and AI-generated search answers, including Google AI Overviews and AI Mode. Specify the pages, technical work, ongoing updates, and ways you will measure visibility and resulting leads where possible. Address eligible ad opportunities in AI search experiences. Price this separately from paid-ad management. Do not guarantee rankings, AI citations, or ad placement. 4. BORROWER AND BROKER EXPERIENCE Build secure accounts and a mobile-first borrower portal showing application progress, deal status, documents, messages, appointments, and next actions. Include a resumable application and secure uploads. Build a broker portal for submissions, referral tracking, deal status, documents, resources, and pipeline visibility. Include a limited staff view for essential deal tasks and conditions. 5. TOOLS AND LAUNCH Quote DSCR, LTV, LTC, ARV, payment, and scenario calculators with tested formulas and non-binding disclosures. Include an AI assistant restricted to company-approved information with human handoff. Add consent-aware email/SMS follow-up, security and integration testing, backups, launch support, training, and documentation. COMPETITORS TO REVIEW Study their DSCR offers, borrower and broker journeys, calculators or quotes, lead capture, and application paths: LendingOne: https://lendingone.com/loan-types/dscr-rental-loans/ RCN Capital: https://rcncapital.com/ Kiavi: https://www.kiavi.com/loans/rental Lima One: https://www.limaone.com/ Visio Lending: https://visiolending.com/ OfferMarket: https://www.offermarket.us/dscr-loan Consider competition in New Jersey, Pennsylvania, New York, Illinois, Florida, and California. Tell us how House of Funding could stand out. We will confirm approved lending states before launching state-specific pages or ads. YOUR PROPOSAL MUST INCLUDE 1. Fixed build price and timeline for each section and each DSCR funnel, plus a total. 2. Separate monthly prices for ad management, SEO/content, hosting, maintenance, software, AI, email/SMS, and support. Show ad spend separately. 3. Exact numbers of pages, funnels, calculators, user roles, integrations, and revisions included. 4. Features you will build versus existing software you will integrate. 5. Examples of secure financial platforms, paid funnels, and search campaigns you delivered. 6. Handover and ownership of code, designs, documentation, website and ad accounts, and data. 7. Information needed about our CRM and application system to finalize pricing. If you deliver only part of this scope, identify that part and quote it separately. The posted budget is for receiving proposals, not a price for the entire project. Please provide your independent, itemized quote.
a month ago81 proposalsRemote