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Paraplanner for an Australian Financial Adviser

$2-8 AUD / hour

Fechado
Publicado há mais de 10 anos

$2-8 AUD / hour

Recently started an outsourced Paraplanning function for Australian Financial Advisers. Ideally looking for someone with some experience in the field and have written Financial Plans before. That being said, if you have a finance and or tax/accounting background, or are simply a very proficient person who has the intellect to learn new skills, and have brilliant English skills, there is the opportunity to be trained in full by an experienced Adviser/Paraplanner. You will be provided all resources in order to handle the project, and will be given the processes on how to write a professional and high quality plan. The hourly wage would differ for someone who requires full training and someone who has experience, but you WILL be paid while you are trained. The project would be ideal for someone who is willing to work for between 30-50 hours a week and commit to focus on the project for around 9 months. I would be more than willing to provide bonus payments for hitting particular KPI's, which will be agreed upon after the first month of work. Strong English writing skills, mathematical ability, problem solving ability, fast learning, and a good work ethic are all skills that are required to be able to perform the project to a high standard.
ID do Projeto: 5146122

Sobre o projeto

13 propostas
Projeto remoto
Ativo há 10 anos

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13 freelancers estão ofertando em média $11 AUD/hora for esse trabalho
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Hello dear sir, I'm very interested and ready to start immediately once you accept, I've very good accounting, business skills as i worked for many years accountant in more than a company. also I'm a professional full time worker now so you can rely on me at the next period to work for you as a full time job. kindly ask for any more information before awarding me the job. also I've strong English writing skills, mathematical ability, problem solving ability, and fast learning too. kind regards Romany
$5 AUD em 30 dias
4,8 (10 avaliações)
4,4
4,4
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Hi, I just noticed that you are looking for someone who can help you to paraphrase your Finance writings perfectly and in professional way. Please note that i am PHD qualified from Cambridge University UK with more than 7 Years Academic Writing, PhD thesis, Master and Bachelor thesis writing and technical writing experience. I joined freelancer just 50 days before and you can check my reviews from previous clients for the surety of quality. I can do your Finance writings paraphrasing perfectly. Looking forward to hear from you soon... Best Regards, Mohammed
$10 AUD em 30 dias
5,0 (5 avaliações)
3,4
3,4
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Hi. Thanks for the opportunity extended. I understand the project needs and find myself confident to carry out the work in the stipulated time frame. What differentiates me from my competitors is the consistency and the commitment towards any assignment I undertake to finish. Looking forward to hear from your end. Regards, Monish.
$5 AUD em 30 dias
5,0 (5 avaliações)
1,8
1,8
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I am an MBA in finance., I understand basics in finance balance sheet, cash flow and P& L statements. I put my MBA project “Valuation of GSK SmithKline” on my portfolio. I recently worked on "20 Articles in commodity markets". I will not be able to showcase my work as this is confidential., My other two projects were on excel sheets based on mortgage lending and statistics. this is a sample (Analysis based on pie charts and bar charts done by me) - changed the company name and countries to maintain confidentiality Pranay Ltd is planning a total of 111 new stores with 80% of its stores in Middle East with maximum number of Stores in UAE. . From the last section it is evident that market prospects for retail industry in UAE are strong. While its main competitor is getting into new markets, planned new stores indicate Pranay Ltd is focusing more on Middle East market. I am looking forward to a long term relationship with a company and I will need some training. My financial analysis was academic in nature except for one project, having said that, I am a fast, quick learner. My feedback is 4.4 on the commodity articles, because of SEO understanding which was required and I was not familiar with., In other projects the feedback was five stars and some how it does not reflect on the relevant feedback. Looking forward to working with you
$5 AUD em 30 dias
4,0 (1 avaliação)
1,7
1,7
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To Whom It May Concern, I am native to English and was born in Australia. I currently do freelance jobs all over the world for blogs, news reports, press releases, data entry and many more. I would love to show you how well i can do the job as i understand your business needs. I would gladly appreciate discussing this with you further. Regards, Ange Hanna
$22 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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Hello, Greetings! I am a financial consultants having expertise in feasibility studies, business planning and excel modelling. I am a CFA Level 2 candidate and have completed feasibility analysis and business planning for sectors like IT, education, hospitality, entertainment, media, health care and many more. I will create the desired feasibility study excel for you which will be tailored to meet your individual needs. If you need this kind of profile we can discuss it further. Thanks Bimlesh
$22 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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Đề xuất vẫn chưa được gửi
$4 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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A proposal has not yet been provided
$5 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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I am proficient in English and have learned accountancy in MCA which will advantage for your project. I will grasp quickly and work with commitment and dedication.
$5 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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Hi, I had been working as a financial/equity analyst in an asset management industry for three years before deciding to become a freelancer. Currently I manage a small private portfolio focusing on Nordic equities and funds. I used to write various equity reports on companies' performance and possess solid fund accounting skills. I am graduated from the University of Bath and pretty good with numbers, maths and logic in general. My English is considered to be very good, though I am a native Russian speaker. Saying that, I would like to impress my will to get your job on a 30-hour weekly basis and hope to attain your interest. Regards, Jevgenij
$8 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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Dear Sir, Hope this finds you well. I am very eager to work in this project i already wrote the financial plan of my current employer which helped to secure an investment for the company. I am sure i can be of an added value for your project. Lets have a skype call or Mail conversation to discuss the details. Regards Habash
$7 AUD em 50 dias
0,0 (0 avaliações)
0,0
0,0
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Hi, I'm ADRIAN T. FELISMINO, CPA in PHILIPPINES. I have good knowledge in accounting and willing to learn about financial planning. I also have running knowledge about financial markets like stocks, bonds, futures, mutual funds and etc. I hope you that we can work together as a team in the future. Best Regards, ADRIAN +639054430941
$6 AUD em 30 dias
0,0 (0 avaliações)
0,0
0,0
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Hi, I have some experience in writing business and financial plans, I use to do the accounts for a large entertainment company in Melbourne and since then have work in projects that require me to do forecasting and financial projections. I am also very familiar with the Australian tax system and other terminology unique to our system. Happy to talk more about this project with you. Regards Katherine
$33 AUD em 30 dias
0,0 (1 avaliação)
0,0
0,0

Sobre o cliente

Bandeira do(a) AUSTRALIA
Australia
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Membro desde nov. 20, 2013

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