Adviser Support

This project received 11 bids from talented freelancers with an average bid price of $384 AUD.

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Project Budget
$30 - $250 AUD
Total Bids
Project Description

Background - I am a State Development Manager (SDM) for a Financial Services company (Licensee) that gives Financial Advisers a licence for them to give advice. As a SDM, I look after a panel of Financial Adviser which involves the coaching, mentoring and training of the these adviser as well as assisting them to run their practice more efficiently by using the IT tools and systems promoted by the company. I also ensure that the advisers don’t compromise the Licensee by enforcing the correct protocols like compliance. I also act as a mentor to new advisers to the industry.

The Job - Although I have nominated an Android App, I will also need it to work on an iPhone too. The App is simple. Therefore low cost. The function of the App is for the User to;

1. Interact with me (or others on my Team) by sending queries, notes, news etc.

2. Interact with others by posting ideas to all Users of this App eg: send question to other Advisers - like a Notice Board

3. Events page so I can inform users of events coming up

4. Users/Advisers to report back to me their Activity

5. A Contact page for the users to contact me by either phone, email etc

6. My Social Media Links Page

7. A page About Me and the purpose of Apps etc

This App will need to easy to use for the User as well as easy to be updates by me (for new information to be posted (eg: on the Notice Board) or News Alerts Page

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