
Banking Projects
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Freelance B2B Appointment Setter – Commercial Finance
Remote | Freelance / Self-Employed | Approx. 10 Hours Per Week £18 per hour + appointment & performance bonuses Meridan Finance is a UK commercial finance brokerage helping businesses access funding for vehicles, machinery, equipment, property and general business purposes. We're looking for an experienced, confident and personable B2B appointment setter / telemarketer to help us generate new business opportunities. This is initially a small freelance role of approximately 10 hours per week, with the potential to increase considerably if the campaign performs well. What you'll be doing You'll be provided with targeted lists of UK businesses to contact. Your role will be to: Make outbound calls to UK businesses. Speak with business owners, directors and relevant decision-makers. Establish whether they have any current or upcoming funding requirements. Identify planned vehicle, machinery or equipment purchases. Identify potential refinancing or other commercial funding opportunities. Qualify interested prospects. Book qualified telephone appointments directly into our Director's diary. Record call outcomes and future opportunities accurately. Schedule prospects for future follow-up where appropriate. You will NOT be expected to provide financial advice, quote finance rates or sell financial products. Once an opportunity has been identified, one of our experienced commercial finance brokers will take over. What we're looking for Ideally, you'll have previous experience in: B2B cold calling Appointment setting Telesales Lead generation Business development Previous experience within commercial finance, asset finance, banking, insurance, accountancy, vehicle finance or another B2B professional service would be particularly valuable. Most importantly, we're looking for someone who: Is confident speaking to UK business owners. Has excellent spoken English and a professional telephone manner. Sounds natural rather than simply reading from a script. Is comfortable getting past gatekeepers. Can handle rejection and remain motivated. Understands the difference between a genuine opportunity and simply booking an appointment. Is organised and able to accurately record call outcomes. Initially approximately 10 hours per week. We're flexible about when these hours are worked, provided calls are made during appropriate UK business hours. This could increase substantially if the initial campaign proves successful. Remuneration £18 per hour Plus: £25 for each qualified appointment that takes place £100 bonus for the first successfully funded transaction resulting directly from your introduction We're interested in building a long-term relationship with the right person rather than simply running a short-term calling campaign. What we'll provide Targeted prospect databases Calling script/framework Meridan Finance email address Telephone/VoIP system CRM/tracking system Training on our products and target customers Direct access to the company Director for questions and feedback To apply Please send us: A brief summary of your B2B telephone experience. Examples of previous appointment-setting campaigns you've worked on. Industries you've previously called into. Your usual number of calls/conversations per hour. Your current hourly rate. Your weekly availability. Any previous experience within commercial finance or financial services. Please also include a short voice recording introducing yourself as though you were making an initial call to a UK business owner. We're particularly interested in experienced UK-based freelance telemarketers who already work independently with B2B clients.
22 days ago14 proposalsRemote
Past "Banking" Projects
I need a Demo website for a banking project.
We're looking to see if you could build the website from ground up first and foremost and be able to; 1a) Record and store personal details(Register customer account) b)Check and validate some of the stored personal details (login in to customers account) 2a)Record and store digital ID b) Retrieve and validate the Digital ID 3) Generate a 10-digit* number for each account created (Membership #) b) a member area for each created account c)an area specifically for access code generation in the member area.
Banking Digital Transformation Program – Multiple Open Positions
Banking Digital Transformation Program – Multiple Open Positions We are hiring experienced professionals to join a large-scale Digital Transformation Program for a leading bank in Egypt. This is a long-term engagement (approximately 3 years) with opportunities for both full-time onsite and part-time remote consultants. ## Available Positions * Project Manager * Scrum Master * Solution Architect * Product Owner / Business Analyst * Senior Java/Spring Boot Developer * Java/Spring Boot Developer * Senior Flutter Developer * Flutter Developer * UI/UX Designer * DevOps Engineer * Security Manager * Security Technical Leader * Security Engineer * Security Consultant * Security Analyst * Junior Security Analyst * QA Lead * Senior Scheduler * Scheduler * IT Systems Operator * Data Operator * Zuul API Gateway Administrator * Eureka Service Discovery Administrator * Spring Cloud Config Administrator * Hazelcast Administrator * WebSphere Administrator * OpenShift Administrator * Apache HTTP Administrator ## Employment Type **Full-Time (Onsite)** * Cairo, Egypt **Part-Time / Consultants** * Remote ## Preferred Qualifications * 3+ years of relevant experience (depending on the role) * Experience in enterprise software projects * Banking or financial sector experience is highly preferred * Strong communication and teamwork skills * Experience with Agile/Scrum environments is a plus ## Project Duration Approximately 3 years. ## How to Apply Please complete the application form and upload your updated CV using the link below: https://forms.gle/BcprNQSbbytfu3H17 Only shortlisted candidates will be contacted.
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Complete SaaS ERP Solution for Tax/Accounting Firm
Develop a comprehensive micro‑ERP (web + mobile) for a tax and accounting consultancy with modular, API‑driven architecture compliant with Spanish and EU fiscal, customs, and data‑protection rules. Core modules: secure client document portal, invoicing/billing with IVA/VAT handling, payment gateway integration, client self‑registration with digital contract/SEPA signature, and an accounting module supporting SII and exports (XML/CSV/SAF‑T). Full AEAT support for all relevant models (VAT, IRPF, corporate, withholdings, censal), non‑resident taxation (Modelo 210/211/213/714), INTRASTAT declarations with CN8 classification and customs submission, multilingual UI (Spanish, Polish), OAuth2/JWT security, AES‑256/TLS, PSD2 compliance, logging and HA hosting. Provide portfolio, proposed stack, and experience with banking, AEAT, and INTRASTAT integrations; specify required inputs for final budgeting and a development timeline.
UK Business Bank Accounts Setup for Non-Resident Director
I am a Pakistani resident and director of a registered UK limited company (Companies House registered). I am looking for an experienced UK-based freelancer or banking specialist to assist me in opening business bank accounts with any of the following providers: • HSBC Business Banking • Tide Business Account • Lloyds Business Banking • Monzo Business Account ⚠️ PLEASE NOTE – I already have accounts with Wise, Payoneer, NSave, and WorldFirst. Do NOT suggest these alternatives. I specifically need help with the four banks listed above only.
Create a book cover with front page spine and back
Hi I need a whole book cover created with a font, spine and back for my non-fiction book. For the front the book will be titled The Dangers of Digital ID and the author name will be Lionel Eddy, both names will be included in the spine. For the back you would also included the book blurb here; In an age where convenience reigns supreme, the allure of digital identity systems promises to revolutionize our everyday interactions from banking to healthcare. But beneath the surface of this digital utopia lies a chilling reality. The Dangers of Digital ID unveils the unsettling truth: these seemingly neutral tools are anything but. Instead of fostering inclusivity, they deepen societal divides, silencing the most vulnerable among us. This thought-provoking exploration delves into the insidious ways digital ID systems can exacerbate inequality, casting a harsh light on how low-income individuals and non-citizens bear the brunt of their implementation. Through vivid storytelling and compelling case studies, readers will confront the stark barriers that block marginalized communities from accessing essential services, while simultaneously being subjected to an unprecedented level of surveillance. With each chapter, you'll gain the insights needed to dissect the delicate balance between progress and peril, empowering you to navigate the digital landscape with awareness and intention.
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COBOL Developer - Legacy System Migration Assessment (1 week)
We're evaluating a legacy COBOL system for a migration project and need someone who can review the existing codebase, document the business logic, and assess complexity. The system handles financial transaction processing. Looking for: Production COBOL experience (mainframe or distributed) Familiar with financial/banking/insurance systems Can document business logic from existing code Available this week This is a short assessment engagement.
Freelance B2B SDR / Appointment Setter — UK & Nordics
We are looking for a freelance B2B SDR / Appointment Setter to help us open conversations with companies in the UK and Nordic markets. We sell nearshore software development, staff augmentation, DevOps, AI, cloud, and dedicated engineering pods from Europe and Latin America. Our ideal clients are companies that are scaling engineering teams, starting digital transformation, AI or cloud projects, or looking for a reliable nearshore technology partner. This is a remote freelance role with a strong performance-based model. You will be paid for qualified meetings booked, with an additional success bonus when a lead becomes a client. What you will do You will identify and reach out to potential B2B clients in the UK and Nordic markets, mainly technology, SaaS, fintech, banking, logistics, e-commerce, and enterprise companies. Your main responsibility will be to book qualified discovery meetings with decision-makers such as CTOs, VP Engineering, Heads of Product, Heads of AI, COO, Transformation Leaders, or other senior stakeholders responsible for technology delivery. You will use LinkedIn, email, and other outbound channels to start conversations, qualify interest, and schedule meetings for our sales team. Ideal client signals We are especially interested in companies that are: - Scaling software engineering teams - Opening new development centers - Starting AI, cloud, DevOps, or digital transformation projects - Raising Series B, Series C, or later funding - Hiring CTOs, VP Engineering, Head of AI, COO, or Transformation Leaders - Looking for nearshore software development or staff augmentation partners - Struggling to hire enough internal tech talent Requirements You should have experience in B2B outbound sales, appointment setting, lead generation, or SDR work. You need to be comfortable reaching out to senior business and technology decision-makers in English. Experience selling or generating leads for IT services, software development, staff augmentation, SaaS, recruitment, outsourcing, or consulting will be a strong advantage. You should be independent, organized, and able to work remotely without micromanagement. Compensation This is a freelance / performance-based role. You will receive payment for each qualified meeting booked and accepted by our team. There will also be an additional bonus for signed clients generated from your meetings. Exact rates will be discussed depending on your experience, market knowledge, and expected meeting quality. This role is a good fit if you: - Have experience generating B2B meetings - Know how to use LinkedIn and email for outbound sales - Understand how to speak with senior decision-makers - Prefer flexible remote freelance work - Are motivated by performance-based earnings - Have experience with UK, Nordic, or European markets To apply, please send a short message with your experience, markets you have worked with, examples of B2B campaigns you have done, and your expected rate per qualified meeting.
I need a certified UK Accountant for attestation
Seeking a certified UK accountant to provide attestation for a Polish savings account required to open a UK limited company bank account. Candidate must be qualified, experienced in cross-border documentation, familiar with UK bank compliance, and able to produce a professional, stamped attestation meeting banking standards. Timely delivery and attention to detail are essential. Provide evidence of qualifications and prior attestations. Competitive bids invited.
UI/UX Design for a FinTech Mobile Application
Seeking a skilled UX/UI designer to craft high-fidelity wireframes and an interactive prototype for a FinTech mobile banking app. Responsibilities include mapping user flows, designing reusable components, and optimizing a frictionless onboarding experience. Deliverables should reflect attention to accessibility, micro‑interactions, and visual hierarchy. Proven expertise in Figma and a portfolio showcasing mobile banking or related financial product designs are required.
Brand identity for Axenara, web studio for hosts and creators
We're Axenara, a web studio that works across hosting, design, development, and consultancy. We host websites, build websites and apps, advise on web services, and manage them once they're live. We also do work for streamers and content creators, and we're heading toward releasing our own web apps based on some of the internal apps we built for ourselves. Our clients range from individuals and creators to small businesses and larger companies. We're rebranding from scratch, alongside rebuilding our web services, and looking for a designer to shape the whole identity with us. The core idea is that Axenara takes the hard parts of the internet off our clients' hands, so they can focus on what they do best. We want a brand that feels warm but capable, modern but not trend-chasing, confident without shouting. The closest reference point is Monzo. They took a category (banking) that everyone assumed had to be cold and corporate, and made it feel human and likeable. The hosting and web services category has the same problem, full of identical blue-and-grey companies, and we want to do for it what Monzo did for banking. Stripe, Linear, and Notion all live in the same neighbourhood as what we're after. The most important part of this brief is how the brand is structured. The model we want to follow is Atlassian. Atlassian have one parent brand (the word Atlassian and its mark) and a family of product brands underneath it: Jira, Confluence, Trello, Bitbucket, Statuspage, and so on. Each product has its own logo, its own colour, its own identity, but they all feel unmistakably like siblings. That family resemblance comes from a small set of rules they've defined internally: every product wordmark is set in the same custom typeface, every product icon follows the same construction language (flat geometric shapes, two or three colours, no gradients or effects), every product owns one colour drawn from a shared palette, and the parent brand has its own colour and stays quiet in product contexts so it doesn't compete with the product. That set of rules is the most important thing we need from you. The Axenara parent brand designed properly, yes, but underneath it a written, named system that says exactly what makes something a member of the Axenara family. Something like "all product wordmarks are set in [X]," "all product icons are built using [Y] construction approach," "all product colours are drawn from [this palette]," "the parent appears at [this scale] relative to the product in lockups." To prove the system works, we'd love to see a couple of concepts for example products: our hosting service, our web development arm, and one of our SaaS tools called ChangeFlow. These are real products that exist or are about to exist, but the brand concepts are demonstrations of how your system applies, not finished product brands. We expect to refine them later or design more products inside the same rules ourselves. A few hard constraints. No blue (the whole category defaults to it and we want out). No generic tech imagery, clouds, servers, globes, swooshes, circuit lines. Beyond that we're genuinely open, and we'd rather see something unexpected than something safe. We're looking for the full parent identity (Axenara logo, variants, colour, typography), a written system of rules that defines how product brands are built underneath it (the typeface, the shape language, the colour palette, the parent-product hierarchy), and demonstration concepts for two or three example products (hosting, web development, ChangeFlow) to show the system in use. It doesn't have to be formal brand guidelines, but the rules need to be explicit enough that we can build the next product's brand ourselves and have it sit comfortably alongside the others. Timeline is flexible, we'd rather get it right than rush. Please share your portfolio, your process, and any ideas you have. We're especially interested in hearing what caught your eye about the brief, or where your instinct would take it. Looking forward to hearing from you.
Presentation Design– Deck
(PowerPoint/PDF) Senior Presentation Designer – Institutional Restructuring / Private Credit Deck (PowerPoint/PDF) We require an experienced presentation designer to produce Version 3 of an institutional-grade restructuring and distressed asset recovery presentation deck for “Keystone ARVM”. This is NOT a property marketing brochure or sales deck. The final output must resemble: • private credit • restructuring advisory • special situations • lender credit committee • insolvency / recovery style presentation material. The project involves implementing a detailed production mark-up pack containing: • page-by-page copy amendments • replacement tables • governance flow diagrams • visual repositioning • institutional branding updates • legal wording controls • formatting and layout refinement Key requirements: • Strong PowerPoint presentation design experience • Experience with investment banking, restructuring, PE or consulting-style decks • Excellent typography and layout discipline • Ability to create clean governance/process diagrams • Native or highly fluent English comprehension • Ability to follow exact wording instructions without paraphrasing technical/legal sections Deliverables: • Fully updated editable PowerPoint deck • Print-ready PDF • Two revision rounds included Style direction: Restrained, institutional and professional. Think: Kroll / Alvarez & Marsal / PwC restructuring / private credit investment committee material. NOT: Property developer brochure Estate agency marketing Construction sales material Please provide: • Relevant portfolio examples • Examples of institutional or financial presentations • Estimated turnaround time • Fixed fee quotation A full V3 production mark-up pack will be provided to the selected freelancer. We will also want a Keystone logo creating and placing as is relevant
Remote Sales Closer Needed (High-Ticket Services, Inbound Leads)
We are looking for a Remote Sales Closer to join our team at Business Globalizer. We help global entrepreneurs launch and scale their businesses in the USA & UK (Company Formation, EIN, Banking, Compliance). Responsibilities: Handle inbound leads (no cold calling required) Communicate with prospects via chat and Zoom calls Understand client needs and close deals Follow up with warm leads Requirements: Strong English communication skills Experience in sales or closing (preferred) Confident working with international clients Result-driven and proactive mindset Compensation: Base: $200–$400/month Commission: $50–$300 per closed deal Performance bonuses available Why Join Us: High-ticket service (strong earning potential) Consistent inbound leads Long-term growth opportunity Work with global clients To Apply: Share a short intro video (1–2 minutes) Briefly describe your sales experience Provide proof of past closing results (if available)
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Need a chatting app like WhatsApp
I need an online app where user can see online doctors and talk to them and chat with them. Application must lock the mobile id as banking app does. Patients can have a login and doctors too. When they are logged in they can see live doctors and start chatting and voice calling with them. Call will be with 20 minutes timer and call recorded feature should be there. More details will be shared with selected candidates e must be in flutter.
Account Set up and monthly book keeping on Xero
Hi I am setting up a new business, I have registered it and in the process of getting it trading, i need to register for VAT, possibly CIS, and have monthly book keeping done or around 50 transactions per month, and I will have 1 employee so i will need support with payroll services. I want to use Xero and integrate it to the bank. I have a debit card expense management app with the banking app I use, and can give more detail as we discuss. Please price to set up this, then we can discuss monthly bookkeeping costs as a second stage project
Experienced legal advice and guidance equired
We seek an experienced legal advisor to assist our umbrella organization comprising multiple charities dedicated to [insert mission here]. Your expertise will be crucial in navigating the complexities of legal compliance as we manage the transition following the recent sale of goodwill to a third-party entity. We require thorough documentation and strategic guidance to ensure a seamless integration of this goodwill, enabling dormant companies to access their credit balances with banking institutions. Your role will be pivotal in safeguarding our operations and upholding our commitment to our charitable mission.
Meta or LinkedIn Specialist for Luxury Powerboat Charter
1. Brand & Role I operate the sleekest luxury powerboat charter business in the UK. We provide high-end corporate experiences only 1 hour 45 minutes from Waterloo. I wrttien have a book on marketing and a full suite of premium assets including high-quality videos and professional imagery. I make them myself so can prodice any new required content immediately. You can view our website https://www.AttitudeCharter.com and some content here https://www.linkedin.com/in/timcoeuk/ 2. Objectives & Past Experience I'd like to achieve direct lead generation. This should be via Instagram Direct Messages or LinkedIn Lead Gen forms. I have tried advertising in the past, but I found the algorithm lacked the precision I require. It frequently placed ads in front of the wrong demographics and in low-value placements like Stories. I am looking for a one-off setup project to establish a high-performing baseline, with the potential for ongoing management. 3. The Audience We are targeting two specific groups in London: High-level professionals (40+): Decision-makers in banking, recruitment, insurance, finance, and advertising who need to reward teams or impress clients. Executive Assistants: The key gatekeepers in these same sectors who are responsible for sourcing and booking unique corporate hospitality and away days. 4. Strict Technical Requirements No Learning Phase: I will not pay for the algorithm to test or sort itself out. I need hard-locked parameters from day one. Constraints: Age must be hard-locked to 40 plus for the professional demographic. If using Meta, placements must be manual and restricted to the Instagram Feed only. No Stories or Reels. Expertise: I need a UK based patient specialist who understands that the ad manager interfaces cause me extreme frustration due to my mild ADHD. I need you to be the technical pilot who handles the detail. 5. Success & Transparency Success is defined by high-quality enquiries from these specific target sectors without budget leakage. I require clear updates without technical noise. I would also like to speak with past clients to confirm your track record with luxury or corporate service providers. 6. Logistics Start Date: Immediate. Seniority: I want to work with a senior specialist who has proven experience in the luxury or B2B corporate sector.
Freelancer with Banking sector experience is sought
Hello, I want to have a freelancer who has a banking experience with deep understanging of things like: -Payment systems -BIN Sponsorship -How transacactions happens etc... Any Fintech experienced person who have experience in banking sector might be able to help. Please react only if you have banking experience and you are able able to develop a document within short time with details as above. React if you only can, Thanks
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Starling Bank payments API Integration for Payroll App
PayCIS is an online payroll application used by UK businesses to prepare and approve bulk payments to workers. Website: https://paycis.co.uk The payroll logic, approvals, logging, and manual payment fallback are already built. We now want to add automated payments for users with a Starling Business bank account. ⸻ What we need A developer to integrate Starling Bank’s native Business API so approved payroll payments can be executed directly from the user’s own Starling account, with automatic success/failure updates. This is: • ✔ Bank-native API • ❌ Not Open Banking • ❌ Not file uploads • ❌ No client money handling ⸻ Scope 1. Starling account connection • Implement Starling OAuth (connect / disconnect) • Secure token storage and refresh • Reuse existing OAuth patterns where possible 2. Payroll payment execution • Use Starling Business Payments API • One API call per payment (10–50 per run) • Store paymentUid and prevent duplicates 3. Payment status updates • Handle Starling webhooks • Mark payments as paid or failed • Log outcomes and failure reasons 4. Error handling • Insufficient funds, invalid details, revoked tokens • Retry or fall back to manual payment ⸻ Deliverables • Starling OAuth integration • Payment execution logic • Webhook handling • Brief technical notes ⸻ To apply Please include: • Relevant bank / payments API experience • Confirmation this is Starling Business API (not Open Banking) • Estimated timeline and FIXED cost. Note that we do not accept estimated or open ended costs, only a FIXED price. Please confirm this in your response.
An Experienced bank/Fintech with deep banking experience
Hello, I want to have a freelancer who has a banking experience with deep understanging of things like: -Payment systems -BIN Sponsorship -How transacactions happens etc... Any Fintech experienced person who have experience in banking sector might be able to help. Please react only if you have banking experience and you are able able to develop a document within short time with details as above. React if you only can, Thanks