Financial Services Planning Jobs

18 were found based on your criteria

  • Hourly – More than 6 months – 30+ hrs/week – Posted
    The company based in Australia is a firm of successful and trusted financial advisors. Retirement Planning, Lending and Finance, Risk and Insurance and the increasingly popular Self-Managed Superannuation are where their strengths come to fruition. They are currently looking for a home based, full time, long term Paraplanner. Purpose of the Role The Paraplanner is responsible for: Overseeing the operational aspects of the risk process within the business for the purpose of driving process efficiency and consistency Supporting and assisting ...
  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    I have relatively simple cap table that includes equity and convertible debt. I need a finance expert who can help me create various scenarios that would include examples such as: 1. The existing convertible debt converts to equity at the next funding event. I need someone who can create scenarios that would show how the cap table is affected based on how much is raised at the funding event. 2. If the existing investors want to keep their pro-rata share ...
  • Fixed-Price – Est. Budget: $100.00 Posted
    Spreadsheet Expert needed to help build Startup Financial Model - Marketplace business like eBay / oDesk / eLance must account for: 1. Revenue based on a percentage of sale 2. Revenue model based on launching state-by-state, country-by-country, etc. capturing increasing percentages of populations month-by-month, quarter-by-quarter, year-by-year 3, Target customers include:(1) Small businesses, (2) Working Class, (3) Lower Middle Income, (4) Upper Middle Income.
  • Hourly – Less than 1 month – 10-30 hrs/week – Posted
    I am looking to hire someone that can advise me on US Tax. My client is a non resident alien and her US source income has been withheld at source even though there is a double tax avoidance agreement (DTAA) between the US and UK. The tax withheld was 35%. I need some ongoing guidance on claiming this back. I will have lots of regular work of this nature.
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Dear All, We need to credit check our customers using Experian: https://www.businessexpress-uk.com/, or similar, and have the results recorded within an excel spreadsheet. Is this something you can do? We look forward to your confirmation. Many thanks, Warren Bidmead.
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    We have been retained by a client at the consultant microjob portal - http://hourlyconsultant.com for choosing Investment Consultants. The ideal consultant would - Have in depth knowledge of different financial products Be adept with financial industry, stocks and shares Have exposure to banking and corporate procedures Exposure to portfolio management an added advantage Analyse risks and advise accordingly Formulate and create RFPS Candidates with experience most welcome.
  • Hourly – More than 6 months – Less than 10 hrs/week – Posted
    I am looking for someone who can teach me everything I need to know about the foreign currency exchange market, forex. I need help learning how this market operates and how to actually make money with forex. I am an ameture with forex but would love the opportunity to learn from an expert.
  • Hourly – Less than 1 month – Less than 10 hrs/week – Posted
    Research will support a small deal team in merger and acquisition deal generation efforts. Responsibilities include identifying, researching, and profiling potential acquisition candidates in specific industries to private equity and corporate clients. The first industry to focus on is Specialty Pharmacies.
  • Fixed-Price – Est. Budget: $200.00 Posted
    I need to build a very preliminary financial model to give to potential investors interested in buying land in Tulum (Mexico). I have all the assumptions / necessary data. I just don't have the time to build a professional looking model + charts myself.
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