Financial Services Planning Jobs

2 were found based on your criteria

  • Hourly – Less than 1 week – Less than 10 hrs/week – Posted
    We are a fund and looking to make an investment decision on 3 early stage companies. A recruitment company and two tech start ups. Don't have any prior financials, all assumption based. Planning to have shared resources between the 3 companies ie rent, legal, insurance, accounting, UX/UI, marketing. Though also want the model to show the businesses stand up independently Have a short timeline, ideally looking for the mostly completed model in the next couple of days. Prior ...
  • Hourly – More than 6 months – 30+ hrs/week – Posted
    I am looking for an experienced Paraplanner to complete Statements of Advice for my financial planning business. Skills required: - Experience in completing financial statements of advice - ability to research financial products - knowledge of financial planning - have dealt with an australia/ UK / New zealand or american financial planning business
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