Senior WordPress Developer for Premium Financial Editorial & Knowledge Website

# Senior WordPress Developer for Premium Private Wealth Knowledge Platform ## Project Overview We are building AllPrivateWealth.com, a premium international editorial and knowledge platform focused on private wealth. The platform will provide clear, structured and trustworthy information for private clients, UHNWI, family principals and their professional advisers. Relevant professional audiences include private banks, External Asset Managers (EAMs), family offices, lawyers, trustees, fiduciaries and tax or wealth-planning specialists. This is not an investment platform and will not provide investment, legal or tax advice. It will not focus on markets, trading, financial products, performance rankings or daily market commentary. The positioning is: **Understanding Private Wealth** The website should feel independent, discreet, authoritative, contemporary and international. ## Launch Strategy AllPrivateWealth is intended to become a global platform, but Phase 1 will follow a focused launch strategy. General content about private banks, EAMs, family offices and wealth planning must be accessible globally and form the primary structure of the website. Switzerland will be the only active and fully published jurisdiction at launch. Future financial centres may include the UAE, Mauritius, Malta, Cyprus, Hong Kong, Singapore, Liechtenstein, Luxembourg, Monaco, the UK and others. These countries must not appear as empty, unfinished or “coming soon” pages. They will be activated individually when sufficient high-quality content is available. The technical architecture must support this future expansion without requiring a complete rebuild. ## Information Architecture The main navigation should be: **Home | Private Banks | EAMs | Family Offices | Wealth Planning | Knowledge | Regions | About** Contact should remain a clearly visible but discreet separate action. The architecture must support two parallel user journeys: ### 1. Topic-first discovery Example: Private Banks → general information → Switzerland-specific content ### 2. Region-first discovery Example: Regions → Switzerland → private banks, EAMs, family offices and wealth-planning content in Switzerland General information must never require the user to select a country first. News should be implemented as a content type within Knowledge and does not need to appear in the main navigation. A future “People & Moves” content type should be considered in the CMS architecture but remain disabled and unpublished during Phase 1. ## Design Direction The visual direction should be premium editorial rather than a traditional private-bank website or a generic financial WordPress template. The desired characteristics are: - Modern and internationally sophisticated - Calm and discreet - Strong editorial typography - Generous whitespace - Clear modular layouts - Excellent long-form readability - Deep navy and warm neutral colours - Restrained teal or muted gold accents - High-quality editorial imagery - Minimal and purposeful animation - Fully responsive on desktop, tablet and mobile Please avoid visual clichés such as gold bars, handshakes, trading screens, stock charts, luxury cars or excessive displays of wealth. An existing Airo prototype is available as a content and structural reference: https://airo.ai/share/Zjh5dnNodmFjNzpjMzk6UFFaNWpBZ244UkdY The Airo prototype is not the final design reference. We prefer a more contemporary, bespoke editorial direction. Additional strategy, design and mockup documents will be provided with the job post. The supplied mockups communicate the desired creative direction. They are not intended as final pixel-perfect layouts. The selected freelancer is expected to develop and improve this direction professionally in Figma. Figma designs must be approved before the main WordPress implementation begins. ## Phase 1 Scope Phase 1 should include: - Discovery and confirmation of the sitemap - UX and information architecture - Figma design system - Desktop and mobile designs - WordPress development - Responsive implementation - Structured editorial CMS - Technical SEO foundation - Performance optimisation - Contact and enquiry forms - Content import within the defined allowance - Testing and quality assurance - Deployment and handover - Editor documentation - Recorded CMS training session ## Required Designs and Templates The project must include designs and working templates for: - Homepage - Topic hub - Switzerland country hub - Long-form article or guide - Knowledge archive - FAQ page - Glossary entry - About page - Contact page - Search results - Relevant taxonomy archives - Basic legal and policy pages - Error and empty-result states where applicable ## Homepage Structure The homepage should approximately contain: 1. Header and primary navigation 2. Hero section with “Understanding Private Wealth” 3. Concise introduction to the platform 4. Core topic areas 5. Featured guides and knowledge 6. Switzerland focus 7. Explanation of the Information → Trust → Contact model 8. Knowledge formats such as guides, FAQs, glossary and selected news 9. Discreet assistance or contact section 10. Editorial standards and footer The homepage must not display: - Empty regions - Unfinished future countries - Invented statistics - Fake testimonials - Unauthorised partner logos - Stock tickers - Market charts - Provider rankings - Unfinished directory functions - Aggressive pop-ups or sales forms The homepage should establish the brand and explain the platform before attempting to generate a lead. ## CMS Requirements The WordPress CMS must allow non-technical editors to create, manage and update content efficiently. It should support structured content models for: - Articles and guides - FAQs - Glossary entries - Authors - Expert reviewers - Organisations for future profiles - Topics - Content formats - Jurisdictions - Related content - Sources and references - Last-reviewed dates - Disclaimers - Selected news Custom Post Types, Advanced Custom Fields or an equivalent maintainable solution may be used. The implementation should not require manually designing every article with a page builder. Structured fields should be used where consistency is important. Flexible editorial blocks may be used where authors require additional presentation options. The architecture should be prepared for later: - Country expansion - Private-bank profiles - EAM profiles - Family-office profiles - Searchable directories - Advanced filters - People & Moves - Additional languages - Additional authors and reviewers - Qualified lead routing These future features are not required to be publicly launched during Phase 1. ## Editorial Requirements Long-form content should support: - Article category and topic - Jurisdiction - Headline and summary - Key takeaways - Table of contents - Author - Expert reviewer - Published date - Last-reviewed date - Sources - Relevant disclaimer - Related articles - Related glossary entries - Contextual contact invitation - Social-sharing metadata FAQ and glossary content must be manageable as structured content rather than only as text embedded inside standard pages. ## Technical and SEO Requirements The project should include: - Clean and maintainable WordPress implementation - Responsive and mobile-first layouts - Good Core Web Vitals - Fast loading times - Image optimisation - Clean URL structure - Editable SEO titles and descriptions - Canonical URL controls - XML sitemap - Robots and indexing controls - Redirect management - Breadcrumbs - Social-sharing metadata - Logical heading structure - Internal related-content functionality - Article schema - Breadcrumb schema - FAQ schema where appropriate - Organisation schema where appropriate - GA4 readiness - Google Search Console readiness - Privacy-conscious forms - Basic accessibility best practices - Secure implementation - Minimal unnecessary plugins - Compatibility with current major browsers Schema must only be used where technically and semantically valid. Blanket or invalid schema implementation will not be accepted. ## Performance and Accessibility The website should be developed with performance and accessibility in mind from the beginning. This includes: - Appropriate image formats and dimensions - Lazy loading where suitable - Efficient CSS and JavaScript - Limited use of unnecessary third-party scripts - Keyboard-accessible navigation - Visible focus states - Readable colour contrast - Descriptive form labels - Accessible error messages - Logical heading hierarchy - Adequate tap targets on mobile - Respect for reduced-motion preferences where relevant ## Contact and Lead Generation Lead generation should remain discreet and consistent with the premium editorial positioning. The website should support: - General contact enquiries - Confidential private-client enquiries - Professional partnership enquiries - Expert contribution enquiries Forms should collect only the information necessary for responding to an enquiry. The implementation must avoid aggressive pop-ups, forced registrations or sales-oriented funnels. The user should understand: - What information is being collected - Why it is required - How the information will be used - Whether it may later be shared with an approved professional partner Advanced CRM automation and complex lead routing are not part of Phase 1 unless explicitly agreed. ## Content Responsibilities We will provide the primary written content and brand direction. The freelancer should import and format: - The main core pages - Up to five supplied articles or guides - Up to twenty supplied glossary entries - Initial supplied images and metadata Large-scale copywriting, translation and legal, tax or regulatory review are not part of the development assignment. Legal and policy texts will be supplied or reviewed separately. The freelancer is responsible for implementing the approved content and layouts correctly. ## Phase 1 Deliverables The final delivery must include: - Confirmed sitemap and information architecture - Approved Figma source files - Desktop and mobile designs - Reusable design system - Component library - Complete responsive WordPress website - Structured CMS and taxonomies - Configured page templates - Imported launch content within the stated allowance - Technical SEO setup - Configured forms - Tested navigation and internal links - Browser and responsive testing - Administrator access - Complete source and custom code - Plugin and licence inventory - Backup of the launch version - Basic editor documentation - Recorded CMS handover session - Deployment to our chosen hosting environment The completed website must not depend on: - The freelancer’s private hosting account - The freelancer’s private Figma account - Inaccessible licence accounts - Proprietary systems that cannot be transferred - Recurring freelancer-controlled infrastructure ## Design Approval Process The main WordPress development should begin only after approval of the Figma direction. The design stage should include: - Homepage desktop design - Homepage mobile design - Long-form article design - Topic-hub design - Switzerland-hub design - Knowledge archive design - Header and navigation behaviour - Footer design - Reusable component system - Basic responsive rules The Figma design stage should include two reasonable revision rounds. Changes that correct deviations from the agreed brief or supplied creative direction are not considered new scope. ## Fixed Budget The total fixed budget for the complete Phase 1 scope is: **USD 2,500** Please apply only if you can deliver the defined Phase 1 scope within this total budget. **Proposals above USD 2,500 will not be considered.** The total project price is not open to upward negotiation after application. Applicants may propose a different allocation between milestones, but the total project price may not increase. Do not reduce the stated scope silently to meet the budget. Any exclusion, assumption, limitation or dependency must be stated clearly in the original proposal. The price must include all design, development, testing, deployment, training and handover work described above. ## Third-Party Costs Hosting, premium plugins, paid fonts, stock imagery or other third-party recurring costs are excluded only where genuinely necessary. Every expected third-party cost must be: - Listed precisely in the proposal - Identified as one-time or recurring - Supported by an explanation of why it is required - Approved in writing before purchase or implementation No unexpected subscriptions, renewals or recurring technical dependencies will be accepted. The freelancer should prefer stable, transferable and reasonably priced solutions. ## Suggested Milestones ### Milestone 1: Discovery, sitemap and design direction Amount: USD 300 Deliverables: - Confirmed sitemap - Information architecture - CMS and content-model proposal - Technical implementation plan - Initial visual direction ### Milestone 2: Figma templates and component system Amount: USD 450 Deliverables: - Desktop and mobile homepage - Article template - Topic hub - Switzerland hub - Knowledge archive - Reusable component system - Two reasonable revision rounds ### Milestone 3: CMS architecture and core development Amount: USD 550 Deliverables: - WordPress installation and configuration - Custom content types - Taxonomies - Structured fields - Editorial relationships - Core template development ### Milestone 4: Responsive website build and content import Amount: USD 650 Deliverables: - Responsive frontend implementation - Core page templates - Navigation - Contact forms - Import of supplied launch content within the agreed allowance ### Milestone 5: Technical SEO, performance and quality assurance Amount: USD 350 Deliverables: - Technical SEO configuration - Relevant schema - Sitemap and indexing controls - Performance optimisation - Responsive and browser testing - Form and link testing - Corrections ### Milestone 6: Deployment, training and handover Amount: USD 200 Deliverables: - Final deployment - Administrator access - Backup - Source files - Licence inventory - Documentation - Recorded handover session **Total fixed price: USD 2,500** Payment will be released after the agreed deliverables for each milestone have been completed and accepted. Each implementation milestone includes one reasonable correction round for deviations from the approved design or agreed functionality. ## Exclusions Unless Explicitly Agreed The following are not included in Phase 1 unless explicitly added without increasing the fixed project price or placed in a later separate project: - Large-scale copywriting - Professional translation - Legal, tax or regulatory review - Paid stock photography - Custom illustrations - Public provider directories - Published provider profiles - Public People & Moves functionality - Membership portal - User accounts - Advanced CRM automation - Advanced lead-routing automation - Large-scale multilingual implementation - Ongoing content management - Ongoing maintenance after the agreed correction period - Hosting fees - Unapproved third-party licences ## Ownership and Handover Upon payment of the relevant milestones, AllPrivateWealth must receive: - Complete website access - WordPress administrator credentials - Approved Figma source files - Custom theme or child-theme files - Custom code - Relevant configuration details - Documentation - Transferable licences where permitted - Backup of the final launch version Custom work created specifically for this project must be transferred to AllPrivateWealth. The final website must be deployable on hosting chosen by AllPrivateWealth. ## Required Experience We are looking for an experienced WordPress professional with strong capabilities in: - Premium editorial website design - Figma - WordPress development - Custom Post Types - Advanced Custom Fields - Structured content architecture - Responsive frontend implementation - PHP - HTML - CSS - Technical SEO - Website performance - Long-form content websites - Knowledge platforms Experience with financial services, professional services, publishing, legal services, wealth management or other trust-sensitive industries is an advantage. ## Communication and Working Method We value: - Clear written communication - Honest technical recommendations - Transparent scope management - Reliable milestone delivery - Early identification of risks - Structured feedback rounds - Good documentation - Direct communication with the person performing the work The applicant must disclose whether any part of the work will be subcontracted. We do not want a project manager selling the work while unidentified junior staff perform the complete design and development. ## Application Requirements Please include all of the following: 1. A brief explanation of how you would approach this project. 2. Two or three relevant WordPress examples, preferably editorial, knowledge-based or professional-services websites. 3. Your specific personal role in each portfolio example. 4. Your proposed technical setup. 5. Your proposed WordPress theme or development approach. 6. The main plugins you expect to use. 7. Confirmation that you accept the total fixed budget of USD 2,500. 8. Confirmation that you can deliver the complete stated Phase 1 scope within that budget. 9. Your proposed milestone schedule. 10. Your estimated project duration and completion date. 11. A list of all expected premium plugins, licences and recurring costs. 12. A clear list of assumptions, exclusions and dependencies. 13. Confirmation that all design files, custom code, credentials and documentation will be transferred at handover. 14. Identification of any work that would be subcontracted. 15. Confirmation that Figma designs will be approved before the main development begins. Please begin your proposal with the words: **Understanding Private Wealth** Applications that do not include this phrase, relevant portfolio examples and explicit budget confirmation may not be considered. Generic or automatically generated proposals that do not address the specific CMS, design and expansion requirements will not be shortlisted.