Financial advisor uk jobs

I aim to gather insights from financial advisors on how they manage their personal finances. Understanding their investment philosophies and retirement planning strategies is key. This project focuses on growing wealth, and you'll be tasked with providing these insights in written format.

I'm in search of a Python developer with strong skills in both data analysis and financial modeling. The main task is to assist in analyzing market data. The outcomes of this analysis needs to be presented as interactive visualizations. Key responsibilities: - Utilize Python for data analysis: Your solid experience in Python should allow you to clean, manipulate, and analyze financial data effectively. - Implement financial modelling: Your understanding of financial modelling is important for you to interpret the data correctly in a financial context. - Analyze market data: The core objective of the project is to carry out analysis on market data. Strong attention to detail and good research skills are crucial here. - Present results: The final del...

I need some help building and testing quant strategies 1. Create IA framework to collect, process and append data for analysis, 2. write the rules for each strategy, 3. produce dataframes to visually produce signals 4. strategies run each day on daily data, framework will serve results each morning after market close

I'm seeking a freelancer who can provide a list of 2000 leads of 'small gyms' in the UK. The list should include the following information: I want to Purchase this data if you have ? - Company name - Website - Decision maker name - Email (personal if available, otherwise company email) - Address - Instagram handle I have a specific criterion for the gym size, which should be verified before including it in the list. Ideal skills for this job: - Proficient in lead generation - Familiarity with the UK gym market - Attention to detail - Good communication skills Please provide a proposal with your experience in this field, and how you plan to source and verify the leads.

I'm seeking a skilled professional to create a comprehensive pitch deck for my real estate project, with the primary goal of attr...create a comprehensive pitch deck for my real estate project, with the primary goal of attracting investors. Key Points: - The target audience for the pitch deck is primarily real estate investors. - The pitch deck should include detailed market data, financial projections, and unique selling points. Ideal Skills: - Proven experience in creating successful pitch decks for real estate projects that have secured investor funding. - Strong understanding of the real estate market and investment landscape. - Proficiency in presenting financial data in a clear and compelling manner. - Ability to articulate unique selling points and competitive a...

...Process Management -Interview Scheduling: Calendar integration to show available time slots and scheduled interviews. -Automated Notifications: Design for email and SMS notifications setup. -In-Platform Messaging: Messaging interface for secure communications between recruiters and candidates. 5. Financial Management and Reporting -Invoice and Billing: Automated system for generating and sending invoices. -Financial Dashboard: Real-time display of financial metrics and customizable financial reports. 6. Mission Management and Reporting -Mission Tools: Design tools to manage the lifecycle of a mission including creation, tracking, and reporting interfaces. 7. Security and Compliance -Verification Processes: Interfaces for uploading and verifying docum...

Seeking a talented developer to assist in automating mass payment processing, specifically for e-commerce platforms, through Cybersource Payouts. This automation should enable streamlined transactions and financial accuracy. Skills Required: -Experience with Cybersource Payouts implementation -Proficiency in e-commerce platform integration -Keen understanding of payment processing and automation Expected Deliverables: -Massive payment processing automation -Integration of this automation with an e-commerce platform Working on this project will entail a significant understanding of financial transactions within the digital marketplace. With this automation, the goal is to move towards a more efficient, faster, and less error-prone means of managing and executing payments.

I'm in need of someone skilled in Microsoft Excel for a couple of tasks. - **Formatting:** Firstly, I require assistance in formatting the spreadsheet. This will include ensuring that the data is clear and easy to read. I would like the spreadsheet to look professional. - **Formula checking:** While the formulas used are n...in formatting the spreadsheet. This will include ensuring that the data is clear and easy to read. I would like the spreadsheet to look professional. - **Formula checking:** While the formulas used are not too complex, I still want them to be checked thoroughly for accuracy and consistency. This will mainly involve basic arithmetic operations. I'd appreciate it if you have a background in financial analysis. It would be helpful to have a good eye...

As part of our company's pre-employment process, I'm seeking a skilled professional to conduct a thorough background check on potential candidates in Málaga, Spain. Key Components of Background Check: - Criminal Records: Verify if the candidate has any past criminal record that might be relevant to their role or our organization. - Credit History: Analyze the candidate's financial behavior and assess if it aligns with our company's standards. - Employment Verification: Validate the candidate's employment history to confirm the accuracy of their provided information. Key Aspects for Investigation: - Criminal Records: We need to ensure that the candidate doesn't have any criminal background that could pose a risk to our business or team. - Educa...

...access to the financial statements and data required for this project. I am seeking a proficient professional who can conduct a comprehensive valuation for a listed company using three different models; Discounted Cash Flow (DCF), Gordon model, and residual income. The project should be conducted with a 5-year timeframe in mind. Key Deliverables: - Thorough valuation of a listed company using DCF, Gordon model, and residual income - Clear and well-structured report detailing the results and rationale of the valuation - Analysis that corresponds to a 5-year timeframe Ideal Skills and Experience: - Strong financial analysis background with experience in valuations - Expertise in using DCF, Gordon model and residual income for company valuation - Ability to present complex...

I'm looking for a skilled web designer from USA OR UK to implement some small but crucial changes to my website. Key Requirements: - Updating the design: This involves changing the color scheme and updating the fonts. I want to refresh the look and feel of my site to make it more engaging and modern. - Content modifications: While I didn't specify the exact details of the content modifications, I want the freelancer to have a keen eye for design and layout. Skills and Experience: - Proven experience in web design, particularly with solid understanding of color theory and typography. - Proficient with HTML/CSS and possibly website builders or CMS platforms. The ideal candidate must be detail-oriented and able to take direction effectively. I'm looking for someone...

**Contest: Excel Specialist Wanted for Comprehensive Property Portfolio Management Tool!** Are you an Excel virtuoso with a passion for crafting intricate and comprehensive spreadsheets? We're embarking on a quest to develop the of a cutting-edge Property Portfolio & Financial position Management Tool for our discerning clients. If you possess the expertise to meticulously organize data, create advanced formulas, and design visually captivating presentations, this contest is tailored for you! Join us in revolutionizing property portfolio management with a document that sets the standard for clarity, accuracy, and usability. I would like to be able to edit if required in the future therefore 2 copies will be required. 1 being password and field protected and the other with ...

...investment advisor who can help me make informed decisions. Key Requirements: - **Location Selection**: I'm particularly interested in high foot traffic areas and those close to colleges or universities. Your advice in this area will be crucial. - **Demographic Understanding**: My target market includes students and working professionals. I'll need you to guide me in ensuring the franchise is appealing and accessible to this audience. Ideal Skills and Experience: - **Investment Advisory**: Previous experience in advising on successful food or cafe franchises would be a major plus. - **Market Analysis**: Understanding the Jaipur market and its nuances, particularly in terms of location and demographics, is key. - **Communication Skills**: You should be able to explain...

I'm looking for a seasoned researcher who can provide me with a comprehensive analysis of the best food franchises in J...Skills: - Strong research and analysis background, preferably within the food industry. - Previous experience in the franchise sector would be a significant advantage. - Knowledge of the Jaipur market would also be a plus. Key Requirements: - A detailed, well-structured report on the researched franchises with a focus on the brand OneBite Tealogy. - The report should include market insights, financial requirements, and competitive analysis. - A summary outlining the pros and cons of each franchise option. The chosen candidate will play a key role in shaping my decision-making process, and in helping me to identify the most viable investment options in the...

I'm seeking a skilled professional to help me create the financial section of my business plan. Key Requirements: - The primary aim is to attract investors - familiarity with investor expectations in the tech industry is crucial. - The business is currently at the growth/expansion stage, so the financials need to reflect this. Ideal Expertise: - Proven track record in constructing financial sections for business plans, particularly in the tech sector. - Strong financial analysis skills and understanding of business growth trajectories. - Experience with investor communication and financial projections in a growth context. Please provide examples of prior work in a similar context. Your understanding of the tech industry and past success in attracting i...

I'm looking to create a comprehensive web-based accounting software with essential features that will allow me to manage my finances, track inventory, generate GST reports, and handle billing. This software should also support up to 5 users. Key Features Needed: - Financial Management: The software should offer robust financial management functionalities to help me track and manage my finances effectively. - Inventory Management: A sophisticated inventory management system is required which involves product categorization, stock monitoring, and purchase order tracking. - GST Reporting: The software should have the capability to generate accurate GST reports in compliance with the relevant regulations. - Billing Features: I would require the software to support invoicing...

I need an expert to design an effective ...document will be targeted towards investors and aim to provide a clear understanding of our business model and financial health. Key Requirements - Business plan -Vacation rental industry not a must - Proven experience in drafting offering memorandums and business plans, preferably within the real estate sector. - Strong understanding of financial data presentation, particularly income statements, cash flow statements, and balance sheets. - Ability to design a document that is engaging and convincing to potential investors. The perfect candidate will demonstrate impeccable attention to detail, a solid understanding of the real estate and investment sector, and experience in financial document preparation. I look forward...

I'm in need of expertise in Appfolio to assist in reconciling the cash accounts of my Wells Fargo and Crew Banks. Over the last 22 months, six of my bank accounts have not been properly checked or balanced out. Skills and Experience: - Strong familiarity with cash reconciliation processes - Proficiency in using Appfolio's accounting software - Experien...Proficiency in using Appfolio's accounting software - Experience with Wells Fargo's banking systems Job Responsibilities: - Reconciling six bank accounts from June 2022 to the present - Detecting and resolving discrepancies in the accounts - Reporting on the reconciliation status and any potential issues. This task requires precision and keen attention to detail. Knowledge and experience in financial auditi...

...the US and Mexico markets. Our primary goal for this project is to attract investors who can support our international growth. Key Objectives: - Develop detailed financial projections: We need a professional who can create a comprehensive and realistic financial model that incorporates various elements such as revenue streams, costs, and growth potential. - Design Go-to-Market Strategy: This will involve formulating a detailed plan on how we can enter and penetrate the US and Mexican markets, highlighting key milestones and tactics. Requirements: - Expertise in Financial Modeling: Demonstrated experience in developing financial projections, especially for technology companies targeting international markets. - Proven Track Record: We are looking for someone...

As I transition into retirement, I'm in need of expert advice to navigate the nuances of personal tax. My primary focus is understanding how to transition from Obamacare to Medicare, and when to proceed with Social Security and IRA withdrawals. I'm also particularly interested in comprehending the tax implications as an Amazon Vine member. Ideal candidates...Familiar with tax laws related to Social Security, Medicare, IRA withdrawals. - Knowledgeable with the transition from Obamacare to Medicare - Well-versed in the tax implications and options for Amazon Vine participants - Possibilities in converting funds from IRA to Roth In essence, I'm looking for a knowledgeable professional who can provide me with the guidance I need to make informed financial decisi...

I'm in need of a professional to draft a secured personal loan agreement. This agreement will integrate specific components, which are listed below to ensure ... The borrower will use his property as a security. 4. I will offer an early repayment after 3 years. Conditions to be specified in the contract. 3. Loan Default Conditions: Clear conditions about the circumstances and consequences of a loan default need to be stated in the agreement. The loan agreement will be active for a duration of 7 years. Ideal candidates would possess expertise in financial laws and contract writing. Experience in drafting personal secured loan agreements is highly desirable. A keen attention to detail and the ability to ensure that all aspects are lawful and ensure protection for both partie...

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...assist in preparing and submitting our company's CT600 form. Ideal Skills/Experience: - Proven track record in successfully preparing and submitting CT600 forms - Proficient in UK tax regulations and ensuring compliance - Strong attention to detail to avoid errors The successful candidate will be responsible for: - Reviewing our financial records for the fiscal year ending on March 31st - Preparing and submitting our CT600 form accurately and in a timely manner - Ensuring that all tax obligations are met and that we comply with all relevant legislation It is imperative that you have a comprehensive understanding of the UK tax system and that you have successfully managed similar tasks in the past. A proactive approach to ensuring the accuracy and completene...

I'm seeking a professional experienced in algo trading in the stock market to manage my trading position. Knowledge and expertise in the following areas would be beneficial: ...would be beneficial: - Day Trading: Your main focus should be on day trading strategies. Your ability to stay ahead of real-time news and trends is essential in securing high yield returns. - Moderate Risk: While I'm open to a moderate level of risk to achieve my day trading investment goals, it's crucial to maintain a strong stance on risk mitigation strategies. Professional favorites in financial markets, trading algorithms, and risk management under medium-risk settings would be an excellent fit for this role. Please share any similar previou experience or successes within the stock mark...

I'm seeking a USA citizen to assist me with opening both personal and business accounts. The business entities I require accounts for are an LLC and a Corporation. Key Requirements: - Account Opening: I require t...business accounts. The ideal candidate should be familiar with the necessary documentation and procedures when dealing with LLCs and Corporations. - Strong Understanding of Banking Procedures: A strong understanding of banking procedures, especially those relevant to business entities, is essential for this task. - Good Communication Skills: The ability to communicate effectively and clearly about financial matters is crucial. This project is only open to individuals who are USA citizens, as the physical presence is required. Please include any relevant experien...

I'm seeking a Wix Velo expert to enhance my website with a focus on lead generation. Your primary task will be to integrate efficient contact forms across strategic pages to facilitate visitor engagement and ultimately, lead generation. I need somebody who can work with Velo to create the following: I have a website that I would like to create dynamic pages for all locations in the UK. I need the original template setting up, instructions how to generate the pages automatically. I need to be able to change the recipient of the form data on each of the dynamic pages. Key Points: - Your expertise in Wix Velo is essential as this platform is the foundation for the project. - You'll be tasked with implementing contact forms in key locations. These forms should be int...

I seek a proficient financial management expert to provide support with several aspects of strategic financial management. The primary goal is to offer assistance in evaluating investment opportunities. Key Responsibilities: - Assistance with financial planning and forecasting - Guidance in investment analysis and decision-making - Support in risk management and mitigation Ideal Candidate: - experience in financial planning and forecasting - background in investment analysis - Proficiency in risk management strategies This role entails offering thorough insight and guidance in financial management, with a focus on evaluating possible investment opportunities. It's actually a study task, and I need help that for the university.

I'm seeking a skilled developer to create a custom Chartink scanner designed specifically for equities. It should provide real-time and historical data analysis capabilities. Key Requirements: - Equities Focus: The tool should be optimized for stocks and securities. - Real-time Data...Analysis: Analyzing past data is crucial for spotting trends and making informed decisions. - Potential Stock Trends: The tool should help me identify potential trends in the equities market. - Trading Opportunities: I want to be able to use the output to identify profitable trading opportunities. It's important that the tool is user-friendly, efficient, and reliable. Experience in developing financial tools or trading platforms is highly desirable. Please provide examples of similar projec...

I need a professional to create a comprehensive retrospective drawing for a retaining wall that has already been installed. This drawing is vital for proving that the wall meets UK building control standards and is sufficient. Key Deliverables: - The drawing must include the dimensions of the retaining wall. - The drawing must include the material specifications of the retaining wall. Communication: I prefer communication via email for updates and revisions. Ideal Skills and Experience: - Proficiency in UK building control standards, specifically Building Regulations Approved Document A. - Previous experience in creating retrospective drawings for retaining walls. - Strong attention to detail when it comes to dimensions and material specifications. - Excellent communicati...

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I'm seeking a skilled developer to code a trading strategy in Pinescript. Your expertise should primarily lie in Pinescript programming, and ideally, experience in financial markets and trading. Key Requirements: - Deep understanding of both Zig Zag Retracement and Bollinger Bands. - Ability to encode these indicators into Pinescript for use in Trading View. - This strategy must operate on an hourly timeframe. Ultimately, I require an efficient and accurate implementation that accurately reflects the specified trading indicators.

I am looking for a NetSuite consultant proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Res...proficient in the field of Finance and Accounting. As my business has already implemented NetSuite, I need a specialist who could help me: - Resolve existing implementation issues - Offer general advice for optimization The ideal freelancer for this job should have an in-depth understanding of the NetSuite platform, specifically in financial modules. Expertise in troubleshooting and providing practical solutions are highly essential. Past experience with complex financial reporting would be a significant advantage. I'm eager to collaborate with someone who can help make the most out o...

I am looking for an experienced tester for my remittance mobile app. The app is designed to work on both iOS and Android devices. The project involves a thorough and detailed analysis of its functionality on t...launched our version 1 of the app so now we would like feedback of everything to make version 2 more professional. Requirements: - Proficiency in testing mobile applications - Familiarity with both iOS and Android platforms - Experience with remittance or financial apps Tasks: - Test the app's functionality and usability - Report any crashes, bugs or weaknesses found - Suggest possible improvements or updates Please share your previous work experiences specifically in mobile app testing. Knowledge and understanding of remittance and financial systems would...

...energy sector. The insights gathered will be essential for strategic decision making. Your primary task will be to conduct a comprehensive analysis of the company's financial performance, market position, sustainability practices, enterprises value, and strategy. Your analysis should provide thorough insights into these areas, helping us understand the company's strengths, weaknesses, opportunities, and threats. Key requirements: - Evaluating Financial Performance: I need a detailed analysis of the company's revenue, profitability, cash flow, and debt levels. Your insights here will be crucial in understanding the company's financial health and stability. - Assessing Market Position: You should gather data on the company's market share, co...

I'm in need of a professional who can verify a large number of ntlworld & blueyonder email leads for the UK. These leads will be used for a marketing campaign. Key requirements for this project include: - Verification of both ntlworld & blueyonder email leads. - Handling a significant volume of leads, exceeding 10,000. - Ensuring high accuracy and valid email addresses. Ideal candidates will have: - Experience in email lead verification. - A track record of managing large lists of email addresses. - Demonstrated success in maintaining high levels of accuracy. - Previous work with ntlworld & blueyonder email leads would be a plus. I'm looking for someone who can efficiently and effectively verify these email leads to ensure the success of our upcoming market...

...focused on providing disability support services, I'm in need of a seasoned business plan writer who can help me craft a solid foundation for my business. Key Concerns: - Market Analysis and Positioning: I'm looking for someone who can delve deep into the market, identify our target audience, and pinpoint our unique selling points. - Financial Planning and Projections: I need an expert who can create a detailed financial plan that reflects our current financial situation, and provides projections for growth. - Operational Structure and Processes: The ideal candidate will be able to help me create a sustainable operational structure that ensures smooth running of the business. Target Market: I'm looking to cater to a wide range of individuals includ...

As someone requiring assistance with craigslist postings, I'm specifically looking for an expert who's in tune with financial service postings, particularly under the category of credit repair. The emphasis of this project is credit counseling. Your expertise should ideally cut across the following: - Deep experience in creating engaging and effective craigslist postings - Background in financial service postings, specifically credit repair - Solid understanding of credit counseling language and how to appeal to targeted clients - Superior communication skills, being able to capture complex concepts in easy-to-understand postings. Your application will stand out if you are able to demonstrate a history of success in these areas. I look forward to your proposals...

...understanding of tax laws and calculations in each country. - The tool should be user-friendly and intuitive, catering to users with different levels of tax knowledge. - It should be well-structured, with separate sections for each country to avoid any confusion for the end-users. Ideal Skills and Experience: - Advanced Excel proficiency, with experience in creating complex calculators or financial models in Excel. - In-depth knowledge of income tax laws and calculations in various countries. - UX/UI design skills are an added advantage to ensure the calculator is user-friendly. I'm seeking a freelancer who can deliver a high-quality, robust, and reliable tool. Your ability to accurately interpret tax laws and translate them into functional Excel formulas will be cr...

I'm looking to establish a new business in the Food & Beverage industry. I'm still in the ideation phase, so I need help with the following: - Conducting Market Research: Understanding the current landscape, identifying tre...Research: Understanding the current landscape, identifying trends and potential gaps in the market. - Crafting a Business Plan: I need a comprehensive business plan that includes a clear vision, mission, and a strategy for sustainable growth. - Financial Projections: Creating realistic financial projections that will help me understand the financial viability of the business. Ideal freelancers for this project should have experience in the food and beverage industry, have previous experience starting a business, and be skilled in m...

Hi, we need to translate the attached file from German to English, destination: Camerun. So, I would say the target language is English UK. No specific deadline.

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I'm looking for an expert who can run Google Ads from India to generate service inquiries in the UK. The target audience for this service is both businesses and individuals in the UK. Key Responsibilities: - Creating and optimizing Google Ads campaign. - Targeting both businesses and individuals in the UK. - Focus on generating service inquiries. Ideal Skills and Experience: - Proven experience in running successful Google Ads campaigns. - Understanding of targeting strategies for international audiences. - Previous work generating service inquiries. Looking forward to hearing from skilled professionals who can help me achieve my lead generation goals.

We are looking for a skilled Tron developer to join our team and help develop a smart contract fo...contracts. Please message here to know more details and requirements. Requirements: Proficiency in Tron blockchain development. Experience with BIP 39 or BIP 44 for address generation. Strong understanding of smart contract development and blockchain technologies. Excellent problem-solving skills and attention to detail. Preferred Qualifications: Previous experience developing wallets or financial applications on the Tron blockchain. Familiarity with decentralized finance (DeFi) concepts and protocols. If you are passionate about blockchain technology and are looking for an exciting opportunity to work on a cutting-edge project, we would love to hear from you. Apply now to join...

I require a comprehensive business plan, our primary goal being defining our business strategies. We also aim to develop an impressive company portfolio highlighting key elements. This project will demand strategic thinking, proficient business writing skills, and extensive knowledg...strategic business plans - Emphasizing our relationships with major brands (Brand A, Brand B, Brand C) - Detailing our revenue from the previous year and projections for the next Ideal candidate would come with solid experience in creating business plans and compiling outstanding company portfolios. Having industry contacts would be a plus. Expert-level understanding of the market dynamics, financial modeling, and strategic planning is critical for this role. Previous work with renowned brands will ...

Preparing financial statements for the year 2023 typically involves gathering data from various sources such as income statements, balance sheets, and cash flow statements. This data is then organized, analyzed, and compiled into the appropriate financial statement formats following accounting principles and standards. Additionally, any necessary adjustments or reconciliations are made to ensure accuracy and compliance with regulatory requirements.

I'm searching for a senior-level accountant to manage a range of accounting tasks for my business. Key responsibilities include: - Expertise in bookkeeping, tax preparation and financial statement analysis - Handling all the accounting aspects with precision and accuracy - Providing regular financial updates and reports - Ensuring all the accounting practices are in line with the latest regulations Ideal candidates should have: - Proven track record in senior accounting roles - Extensive experience in bookkeeping, tax preparation, and financial statement analysis - Ability to communicate effectively through email - Strong organizational and analytical skills - Up-to-date knowledge of accounting laws and regulations - Professional accounting certification(s) is ...

As part of our company's pre-employment process, I'm seeking a skilled professional to conduct a thorough background check on potential candidates in Málaga, Spain. Key Components of Background Check: - Criminal Records: Verify if the candidate has any past criminal record that might be relevant to their role or our organization. - Credit History: Analyze the candidate's financial behavior and assess if it aligns with our company's standards. - Employment Verification: Validate the candidate's employment history to confirm the accuracy of their provided information. Key Aspects for Investigation: - Criminal Records: We need to ensure that the candidate doesn't have any criminal background that could pose a risk to our business or team. - Educa...

I'm seeking a Facebook advertising specialist - For now , I just want to understand if this is doable or not - nothing else. We are a Malta-based affiliate company. We do not have UK address or contact but website targets UK audience . Key Requirements: - Specialization in Facebook advertising, particularly in the gambling and UK market niches. - I just need an overview right now of whether we can do this or not since we are a Malta based affiliate website promoting UKGC casinos

I'm seeking a professional auditor to conduct a comprehensive annual financial audit for my company in Vancouver, Canada. The primary goal of this audit is to validate financial statements, with a keen focus on the balance sheet, income statement, equity, and cash flow statement. Ideal Skills/Experience: - Proven experience in financial auditing, particularly annual audits - Excellent knowledge of financial regulatory compliance - Skilled at identifying financial irregularities - Proficient in reviewing and validating balance sheet, income statement, and cash flow statement. This engagement will require a meticulous individual who can handle the complexities of a comprehensive financial audit while upholding the highest degrees of pr...

...comprehensive business plan tailored to secure funding for my wholesale business venture. The project specifically requires a focus on the wholesale of scrap metal, minerals and ores on an international scale. Key Project Components: - A detailed market analysis to showcase the viability and potential for growth within the international wholesale market of scrap metal, minerals and ores. - Comprehensive financial projections outlining the expected costs, revenue streams, and potential return on investment. - A well-crafted and persuasive narrative that clearly communicates the unique value proposition of the business. - A solid understanding of the challenges and opportunities within the wholesale industry and a strategy to address these within the document. - A professional and...