My Financial Planning Project

We are looking for a freelance business advisor to initially cover Bournemouth, Poole and surrounding areas. Do you have an entrepreneurial mindset, mentallity and attitude? Would you enjoy helping budding entrepreneurs to succeed by passing on your own business expertise and knowledge? Do you value the flexibility of organising your own work hours and workload to suit your own life style? Do you like the idea of being rewarded based on the results of your work? We pay $150 for each successful client processed plus bonuses every 5 clients processed. We are a new organisation established to provide start-up loans finance, business advice and mentoring support to budding entrepreneurs in England working with our partner Virgin StartUp. We are looking for a business professional with a strong understanding of the challenges facing early stage start up business to help us provide advice and guidance to loan applicants through their journey from business planning to loan application on a one-to-one basis and via workshops and events. This will include face to face meetings from our brand new offices in central Bournemouth as well as via Skype and Telephone. The applicant must have a passion for supporting entrepreneurs to realise their full potential and possess the range of skills and experiences described below. Full training will be given. KEY ELEMENTS TO THE ROLE *Conduct initial personal assessment and viability of the business idea to determine what support is needed, agree action plans and provide feedback. * Review clients’ business plan and assist them to further develop and improve their business plans and cash flow forecasts until they are “loan ready”. * Produce detailed loan application appraisal before submitting the applications to the Loan Panel for funding decision. *Maintain all quality procedures relating to client files and records in line with our requirements. * Ensure work, at all times, conforms to our procedures and standards. * Motivate clients and manage caseload effectively to ensure clients are processed within a reasonable timescale (typically between 4-8 weeks). KNOWLEDGE AND EXPERIENCE * Well-developed analytical skills including the ability to assimilate complex information, identify and prioritise key issues and assist the client to identify practical solutions *Strong interpersonal and negotiation skills * Strong IT skills, proficient in Microsoft Office especially in excel. *Experience in assessing business plans and financials * Understanding of commercial business * Extensive knowledge of key business aspects that affect the success of start-ups * Understanding of management accounts and their impact on business * Well-developed training, coaching, mentoring and motivational skills * Strong project management and client portfolio management skills COMPETENCIES AND BEHAVIOUR *Excellent planning, organisational and communication skills, both written and verbal * Ability to operate in a dynamic working environment, handling multiple tasks and deadlines * Accustomed to delivering excellent results against targets and meeting deadlines * Self-motivated and strong team player * Ability to prioritise and manage a high caseload of work * Flexible, adaptable, resourceful and resilient *Proactive, enthusiastic and independent I want everyone in my company to be fully charged, present and productive. To enjoy what they do, whilst getting paid to do what they love... My team help grow my business, reach their full potential and develop their skills and knowledge on the journey... Personally I work long hours with focus, energy and enthusiasm and I need people alongside me who can help implement my ideas, add value to people's lives and provide world-class service, systems and support. WHAT WE OFFER IN RETURN - We are a fast growing company with a work hard, play hard work ethic. We do epic stuff, and we're in business to make a huge