Financial Advisor Projects
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opportunity
Linkedin Profile creation and Growth
I departed from the Insurance/Financial Services sector in 2019, having established and successfully exited a business, disillusioned with the industry. While I possess an existing LinkedIn profile from that period, I have no inclination to return to that field. Now embarking on a new role in a distinctly different sector, interfacing with entirely different professionals and companies, I require the creation of an entirely new LinkedIn profile. I seek guidance on effectively presenting my commercial background and achievements in this new context. Given the imperative for a fresh beginning, it is paramount that this profile rapidly cultivates pertinent connections. Advice on strategies to expedite its growth would be invaluable. Additionally, I am open to considering a minimum monthly payment arrangement for approximately six months, specifically directed towards direct marketing efforts such as posts and connections, to accelerate the establishment of my profile. Additional information will be provided to facilitate the above to the successful partner on this project
4 days ago34 proposalsRemoteopportunity
Freelance expertise
An established startup is seeking an experienced freelance auditor to perform an inaugural audit of the company's financial records and processes. The organization recently surpassed revenues of $5 million and it is imperative that strong accounting controls and oversight are implemented. You will be assessing the accounting software, chart of accounts, expense categories and allocation methods. A full audit of the general ledger for the past fiscal year will be conducted, including verification of revenue amounts against purchase orders, invoicing and payment records. Your responsibilities also include evaluating internal financial reporting and making recommendations to ensure reports to stakeholders adhere to GAAP standards. Process documentation and suggestion of internal control procedures are additionally required. The successful candidate will possess a CPA designation with a minimum of 5 years experience auditing high growth technology or software companies. Proficiency with QuickBooks, Xero or similar accounting packages along with advanced Excel skills are necessary. Review of the audit results with management and provision of a formal written report are expected deliverables. This is an excellent opportunity to take a leadership role in bringing oversight and governance to the financial operations of an innovative startup.
22 days ago11 proposalsRemoteLegal joint venture agreement for property development
Hi, I need a legal advice, review and amend a joint venture agreement for property development between the property owner and the builder. require expert legal assistance in drafting and reviewing a joint venture agreement pertaining to a commercial property development project. The agreement will be between the owning entity of a property and a construction firm for developing the land parcel into a commercial complex. Key aspects to be covered in the agreement include respective roles and responsibilities of each party, financial investment obligations, profit sharing ratios, arbitration clauses for dispute resolution, termination conditions etc. The initial draft of the agreement has been prepared but requires a thorough legal vetting to ensure all regulatory compliances are met and rights of both entities are well-protected. The reviewing attorney should examine the draft closely, suggest modifications wherever necessary and provide an updated version addressing any gaps or inconsistencies.
3 days ago10 proposalsRemoteopportunity
Order Report Program
I need to get a program made wherein we will need to feed in the order received from various libraries for various languages and for various Branches. i.e Library A has 6 Branches, Branch A, B, C, D, E, F and G. And they order per the attached list. We will need a Program, wherein we feed the order for each of the Library Branch-wise and then we supply the books, we can add the data Like Invoice no. Date and then the amount supplied for the language. The Maters we rwequire for this will be: 1. Library name alongwith the details of Various Branches, Their Budget for Various languages, with different classification Fiction, Non Fiction, Children and Dual Language books- The budget amount for each category and then as and when we supply anything, we will add the Invoice number, Date and Amount spent for the language with its category ( Fiction, Non-Fiction-Children, Dual language), as also the Quantity ( Number of books Supplied). I must mention that each Invoice will have only one language and one category of the category. The Budgets we get are pertaining a one financial year. As such we will also require the provision to close one budget and start a new one. The purpose of this program will be to prepare a report at any particular time, wherein it will provide as to how much amount of books for each category has been supplied to a particular branch, and what amount is left in the budget that needs to be supplied. We would require to take out such reports on regular basis.
2 days ago21 proposalsRemoteEmail addresses for London Companies
Hi, I'm looking for email addresses for: Job title: Facilities Manager, Facilities Director, Operations Director, HR Director Location: London Company Size: 100+ employees Maximum 2 contacts per company Company Type: Financial, Legal or any Office Based company Number of emails: As many as possible for £40 Please send me a small sample so I know you have understood the requirement. Thankyou Pam
a month ago32 proposalsRemoteopportunity
Require Trading Assistant - Intermediate
Require an assistant based in the UK who is skilled in plotting charts based on predefined criteria. Task is to be completed remotely but there are additional onsite duties that need to be completed and as such, only candidates residing within London should apply. Role will require the individual to work approximately 4 hours per week to start with. Tasks requires:- - A computer savvy person skilled in plotting charts based on predefined criteria. - Based within a commutable distance of Greater London - Some basic math will be useful - i.e. being able to add up prices - Able to work independently with little supervision - Someone who is available to start ASAP Fixed rate: £120 to £160 per week The ideal candidate should have an excellent grasp of general administrative tasks, and some experience in financial and trading services would be beneficial but optional. Again, ideally based in the UK
12 days ago7 proposalsRemoteI am looking to create 2 videos to send to new clients
I run a small financial planning firm in Cardiff and am looking to create 2 videos for new clients to introduce them to the team. The first will be emailed to a client when they first come onboard ... I'm looking at it being shot in the office, and with each of our team (of 4 staff) introducing themselves and their role. Around 30 seconds each. I've done one myself before, and like most people, we're not naturals in front of the camera, so thought a professional would have a better eye than me and my iphone!!! I would also like a 30 second of so montage video of the team interacting at the end whilst a voice-over narrators talks about what makes us different (obviously our use of dodgy client videos!!!!). I am happy to source the editing and narrator (unless you can deal with) but need the filming done properly! There will be a second short video to be created to send to clients before their first review, this will outline the process and set their expectations of what to expect from us. I need to work on the scripts etc. but I have a clear idea.
16 days ago1 proposalRemoteopportunity
TOP marketing person needed for a brand
Good day, LA based brand with a celebrity clientele looking for a marketer to help with sales and strategy. They are looking for someone with a proven track record who understand HIGH TICKET products and perhaps has experience in the fashion industry. Label is not mass market and has a limited supply. One product is 10000 euros . There are only 100 in stock per year. The brand is not interested going mass market at this point. Once they reach a certain financial point they will expand then .
a month ago16 proposalsRemoteOnline Administrative Assistant
We seek an experienced online administrative professional to seamlessly support our virtual business operations. Remote collaboration and multitasking acumen are necessities for managing communications across channels, compiling research, entering financial data, creating presentations and spreadsheets, scheduling conferences, assisting customers, and performing general tasks as assigned. An organized self-starter proficient in Microsoft and Google Suites who reliably meets deadlines is ideal. Applicants should demonstrate proven experience in virtual roles with strong communications and organization/time management capabilities. Bachelor's degree or comparable experience preferred. Prioritization of client service and digital literacy are highly valued.
16 days ago47 proposalsRemoteArtisan Bakery Consultant
From proposition to launch. you will be developing a brief, creating a menu, establishing supply chains, producing recipes supported by full dish specifications, inc costings and step-by-step methodologies. Once development is complete you will be training the kitchen team and supporting the launch working with us to create ongoing financial business modelling and advising on all implementation of operational systems and processes. We need someone with skills in the following: Research, category analysis, recommendations Initial food brief and menu development Initial brand development Logo and brand identity Creative artwork package Brand application and integration Brand guidelines and applications menu development & training Menu creation Supply chain sourcing and set up Advise and support on kitchen design Dish by dish recipe costings and margins Menu ordering process and schedule Step by step dish specifications with images Kitchen team training and launch support Smallwares, packaging and consumables Advise on food and health safety processes Post launch menu performance reviews Commercial business modelling Indicative P&L development Labour and staff model analysis Menu analysis, labour, margins and controls Franchise operation manuals New site opening critical path EPOS systems and IT requirements Delivery aggregator set up and launch Commercial review and recommendations
3 days ago10 proposalsOn-site in London, GBDocument Preparation and Fundraising Support
We are seeking a skilled professional to assist us with document preparation and fundraising support for our development project. The ideal candidate will have experience in the following areas: - Document preparation for funds - Fundraising strategies and techniques - Financial analysis and modeling - Grant writing and proposal development - Investment pitch deck creation Responsibilities: - Collaborate with our team to gather necessary information and data - Create and edit documents such as business plans, investor presentations, and grant proposals - Conduct research to support fundraising efforts - Assist in developing fundraising strategies and identifying potential investors This is a medium-sized project with an estimated duration of 3 to 6 months. We are looking for an intermediate-level professional with a proven track record in document preparation and fundraising support.
16 days ago16 proposalsRemoteWomen's clothing E-commerce Site
I'm seeking a skilled WordPress developer to craft a women's clothing website. The site must function smoothly with minimal coding, ensuring easy updates on my end. Key features include: - Integration with a Saudi Arabian payment gateway - Compatibility with ApplePay - Ability for customers to manually input credit/debit card details - Ability for process order refunds. - Provide key dahsboards and reports for the website and financial insights. Although the site is for women, the design should be sophisticated, appealing and user-friendly. I'll provide all the necessary content, while the theme and layout rest on your expertise. Experience with e-commerce platforms, WordPress web development, and payment gateway integration is essential. Knowledge of Saudi payment gateway preferences will be a bonus.
19 days ago28 proposalsRemoteSocial Media Strategy and execution
I’m looking for help with social media for a new business venture. There are two parts to the business – a B2B offering of event photography and a B2C offering of portrait photography. They trade under different brands – Highwire Event Photography and Echoes Portraits Photography respectively. I have zero experience in social media and have never used it in my personal life. But I do want to start testing the different channels. The theory seems simple enough, but the detail and execution will be nigh on impossible for me without a) long and expensive training courses, or b) outsourcing. It’s essential to see a return on any channel, social media included. I don’t subscribe to the conventional wisdom that a business has to be on social media to succeed. So I’m not just interested in top line metrics such as followers and likes. I must see financial results. Thus far I’ve opened several accounts: For B2C - TokTik, Youtube, Facebook and Instagram. For B2B -TokTik, Youtube and Instagram. I also have a longstanding Linkedin account which may be useful in the B2B setting. Broadly speaking, I’m looking for someone to do two things: 1. A strategy to reach agreed targets. 2. Execution, including management of the accounts and posting content. At this stage I have no definite budget. I want to discuss possibilities before deciding on what to spend, and may decide on a trial phase first. Required Skills and Experience 1. B2B and B2C 2. Strategy 3. All the channels mentioned above. 4. Crucially, a track record of generating customers and revenue for clients.
9 days ago15 proposalsRemoteSocial Media Strategy and Management
I’m looking for help with social media for a new business venture. There are two parts to the business – a B2B offering of event photography and a B2C offering of portrait photography. They trade under different brands – Highwire Event Photography and Echoes Portraits Photography respectively. I have zero experience in social media and have never used it in my personal life. But I do want to start testing the different channels. The theory seems simple enough, but the detail and execution will be nigh on impossible for me without a) long and expensive training courses or b) outsourcing. It’s essential to see a return on any channel, social media included. I don’t subscribe to the conventional wisdom that a business has to be on social media to succeed. So I’m not just interested in top line metrics such as followers and likes. I must see financial results. Thus far I’ve opened several accounts: For B2C - TokTik, Youtube, Facebook and Instagram. For B2B -TokTik, Youtube and Instagram. I also have a longstanding Linkedin account which may be useful in the B2B setting. Broadly speaking, I’m looking for someone to do two things: 1. A strategy to reach agreed targets. 2. Execution, including management of the accounts and posting content. At this stage I have no definite budget. I want to discuss possibilities before deciding on what to spend, and may decide on a trial phase first. Required Skills and Experience 1. B2B and B2C 2. Strategy 3. All the channels mentioned above. 4. Crucially, a track record of generating customers and revenue for clients. If you’re interested, please do get in touch.
10 days ago20 proposalsRemoteopportunitypre-funded
.EUs set of websites JWT
Hello; I need to generate a new set of websites (.EU), integrated/generated them with an already active set with a lot of basic content (basic analysis, from set .IT); Objective: digital sale of GREEN RIGHTS, starting in the EU and BRICS area; with option to generate some apps to upload NFT/DeFi (Solidity/ERC721) to specifics cryptocurrency markets; I think of a good system and its subsequent easy management; a lot of material needs to be reorganized, offered in English, with a sober and professional style, similar on every website, with the option of being available in every language (Wordpress); the basic contents and plan in matrix at the bottom in www.pcrr-jwt.it (first column general info, each others column basic contents on specific websites/patent); ...not need easy migration ortraslation !!! Please: Can you confirm or clarify your offer better? ...how many days do you need ? ...what kind of trace/flow do you think ? *all my easy action, now start from http://www.expotv1.com/JWT_mkt.htm === old asset - new asset; Aruba / Italia ...next to Hostinger / Lituania http://www.expotv1.com/ ...next to http://www.expotv1.eu/ http://www.jwt-jwt.it/ ...next to http://www.jwt-jwt.eu/ http://www.iteg-jwt.it/ ...next to http://www.iteg-jwt.eu/ http://www.mbgc-jwt.it/ ...next to http://www.mbgc-jwt.eu/ http://www.pbrc-jwt.it/ ...next to http://www.pbrc-jwt.eu/ http://www.sidr-jwt.it/ ...next to http://www.sidr-jwt.eu/ http://www.sdgc-jwt.it/ ...next to http://www.sdgc-jwt.eu/ http://www.gsmf-jwt.it/ ...next to http://www.gsmf-jwt.eu/ http://www.pcrr-jwt.it/ ...next to http://www.pcrr-jwt.eu/ http://www.gfss-jwt.it/ ...next to http://www.gfss-jwt.eu/ ...many materials and ideas can also be reached from these references: GREEN Future - http://www.expotv1.com/JWTeam_to_Ecological_TRANSITION.htm GREEN NFT World - http://www.expotv1.com/ESCP_NFT_GREEN_World.htm GREEN NFT Italy - http://www.expotv1.com/ESCP_NFT_GREEN_Italy.htm GREEN New DEAL - http://www.expotv1.com/ESCP_210101.htm GREEN Innovation - http://www.expotv1.com/ESCP_Patent.htm Hi, Vito Lavanga. Own INDUSTRIAL RIGHTS, mathematician, working in technical-scientific, IT&C and Financial disciplines; ...I have a prestigious development environment, for partner use: https://www.hostinger.com/ - we have Premium, 4 years, WordPress/WooCommerce and many AI/tools for your use; ...I'm looking for a new line for future .EUs and to present to World GOAL: Main: jwt-jwt.eu Staff: expotv1.eu pcrr-jwt.eu Large Basic: iteg-jwt.eu, mbgc-jwt.eu, pbrc-jwt.eu, sdgc-jwt.eu, sidr-jwt.eu, gsmf-jwt.eu, gfss-jwt.eu TARGETS: broker, bookmakers, traders, agents, investors (financial or industrial); ...every person positive to him land and its people (patrons or public personalities);
10 days ago15 proposalsRemoteopportunity
Service Terms and Conditions for an upcoming e-service app
England and Wales Qualified Solicitor required to to draft service terms and conditions. I'm requesting draft service terms and conditions for an upcoming e-money service app. I'm currently onboarding with Plaid, a financial service company that will provide solutions for Open Banking (bank–to–bank transfer) and Identity Verification (IDV). The service terms and conditions are required for onboarding with Plaid, as we aim to partner with a few more companies before going live; these terms and conditions will require further amendments to ensure they are fully compliant and aligned with our end product/service. I will provide more details and resources to help draft the T&Cs.
a month ago9 proposalsRemoteBrochure needed for sales marketing
When creating a brochure for Jordan Ledger Skill Shortage Recruit, it's essential to highlight the key points succinctly and effectively. Here's a draft outline for your brochure content: Cover Page: Company name: Jordan Ledger Skill Shortage Recruit Tagline: "Connecting Talent, Fostering Success" Visual: Perhaps an image representing the textile industry or a diverse group of professionals. Introduction: Brief overview of your company's mission and values. Statement about specializing in textile staff recruitment across the UK. Services Offered: Textile Staff Recruitment: Highlight your expertise in sourcing skilled professionals for textile industry roles. Relocation Assistance: Emphasize your support for Ukrainian nationals relocating to the UK, including finding sponsors and providing financial guidance. Multinational Team: Showcase the diversity of your team, including Romanian, Polish, and Ukrainian recruiters. Why Choose Us: Experience: Mention the years of experience your company has in the industry. Personalized Service: Highlight your commitment to tailored solutions for each client. Success Stories/Testimonials: Include quotes or case studies from satisfied clients. Contact Information: Provide contact details for inquiries, including phone number, email address, and office location. Back Cover: Company logo and additional contact information.
18 days ago37 proposalsRemoteCase studies - stories to camera
This progressive social organization seeks a video artist to craft compelling narratives promoting workers' rights. We assist individuals impacted by unstable, unpredictable schedules and aim to build understanding through shared experiences. For our campaign abolishing zero-hour contracts, six testimonial videos must be carefully conceived, filmed and edited. Interviewees from our casework in Milton Keynes will vulnerably recount hardships of financial insecurity and lack of work-life balance imposed by fluctuating hour arrangements. Your sensitive, empathetic storytelling skills will help humanize complex policy issues and motivate viewers to join our fight for stable, dignified employment. Raw footage should be tastefully post-produced into two-to-three minute mini-docs with smooth transitions and an emotive score/sound design. Final products must authentically convey our clients' struggles. Solid camerawork, lighting and audio capture will ensure messages resonate online. Knowledge of creative nonfiction, social justice media and public policy campaigns is preferable. This is an impactful chance to lend artistic talents supporting workers' rights. We aim to elevate unheard voices and inspire change through the moving power of personal testimonials.
16 days ago10 proposalsRemoteopportunity
Professional & Trainee Appointment Setters / Sales Closers
Are you either a highly experienced, humble, successful direct sales consultant / closer or are you a want to be sales expert? Here at Proactiv we offer the best sales training available. If you are experienced in sales we can help you be better & if you are fairly new to sales we can help you be one of the top 1%. We are a pioneering UK-based firm with a track record of delivering unique concepts that have empowered over 10,000 business clients. As we grow internationally, we are undergoing a transformative shift in our sales and marketing strategies. In addition to our traditional face-to-face approaches. Our online marketing techniques are helping us generate remote appointments. This is an opportunity to be a part of a rapidly growing organisation. We are aiming to grow it to over 100 strong within the next 12 months. We firmly believe in promoting from within, offering a clear path to advancement for those with leadership aspirations. If you just want to be responsible for yourself then that is great too. Our commitment to your personal and professional growth is unprecedented. Regardless of your background or experience level, you'll have the opportunity to learn from the best in the business. If you have a proven sales approach, then great. If not we will teach you our proven methods. Once reaching the minimum standard you will enjoy the flexibility of working hours that suit your lifestyle. We are conducting interviews over the next few days. We are looking for enthusiastic, ambitious people with an excellent telephone manner and are interested in progressing quickly to carrying out remote meetings. Simply send us a voice message introducing yourself, stating where you are based, your relevant experience, your financial expectations, and your future aspirations. We look forward to hearing from you. Regards Justin Proactiv
21 days ago15 proposalsRemoteResearcher/Writer
Job Description Groundbreaking not-for-profit (NFP) seeking a researcher, writer and research project manager with a proactive approach. This one-of-a-kind NFP is in the process of forming a high-caliber team and looking to grow with the help of an indispensable researcher-writer, one with a can-do attitude, acute attention to detail and fine-tuned sense of discretion and professionalism. The NFP is working with top-notch stakeholders, who hold them to the highest standards and equally, provide considerable financial and in-kind support. The Role We require a strong all-rounder who can take charge of our deliverable projects, can manage a research project and its timelines to meet strict deadlines, with excellent command of both native written and spoken business-level English. Some of the projects will be regular and predictable; others will be ad-hoc and require initiative and creativity. As part of a smaller organization, flexibility and persistence are essential, and in return, we offer a rewarding experience with considerable variety and opportunities for growth, learning and expansion of remit as we grow. The role will initially be for 1-2 days per week. Responsibilities • Undertake necessary research on topics relevant to assigned projects and maintain familiarity with available information sources • Write and edit to develop high-quality reports, papers, content, etc. • Liaise with opinion leaders/authors or other external parties in such a way as to foster strong and positive relationships and to ensure project success • Develop a sound knowledge of, and keep up-to-date with relevant publications/research developments in key policy areas, both nationally and internationally • Carry out literature reviews (peer-reviewed and grey literature), interpreting, synthesizing, and presenting findings to a high standard, to support dissemination to internal and external stakeholders • Thought leadership: keeping abreast of all the latest movements within the sector we work within • Scope research projects, their delivery and resourcing, as well as RACI stakeholders • Anticipate and identify issues that may arise to delay or hinder progress of a given project and resolve • Ensure continuous and detailed communication with internal stakeholders so that team members are on track with project requirements, deadlines, and deliverables • Explore, experiment, and innovate on current project management patterns and methodologies • Create and manage databases of important research, experts, etc. • Prepare presentations for various meetings from a master presentation of slides Skills & Experience • 8+ years of experience as a researcher and writer in a business environment, demonstrating management of research projects during those years • 5+ years of researching or writing about technology and/or technology regulations • High-level professional writing and communications skills • Proofreading and copy-editing skills • Ability to prioritize work and define steps needed to achieve specified project outcomes • Tech savvy with familiarity with and/or ability to figure out most tech platforms/applications for communications, productivity and research • English as a first language • Advanced knowledge of Microsoft Office suite • Experience with buy side investors highly desirable Attributes • Energetic yet calm under pressure • Ability to deal with fluctuating work loads • Thrives when juggling many balls at once, with flexibility to adapt to continuously changing priorities • Structured and organized; proactive with an ability to navigate organizations to find solutions • Ability to deliver the highest level of quality even under time pressure, combined with strong analytical, conceptual problem-solving skills and excellent conflict resolution skills • Excellent time management • Exceptional attention to detail • Well-honed sense of discretion Start date for this position is ASAP. Working hours are flexible – within the bounds of deadlines, as is the location, with occasional face to face meetings required in central London. Please let us know your hourly rate. *Please note that this will be a self-employed contract*
3 days ago24 proposalsRemote