Ready to take your team to the next level?

At Teamified, we're all about connecting you with the brightest minds around the world! Whether you're on the hunt for accountants, admin pros, tech wizards, or customer service champs, we've got your back.

With Teamified, you’ll find top-tier talent and get them onboarded in no time – we're talking days, not weeks! Boost productivity, scale your business, and focus on what you do best – let us handle the rest.

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Financial Planners

Expert Financial Planning: Our financial planners specialise in crafting financial strategies, helping you navigate complex financial decisions and secure long-term growth.

Tailored Planning Services: Whether you need ongoing financial advice or specific guidance for retirement, investments, or estate planning, our planners offer customised solutions to meet your business goals.

Cost-Effective Solutions: By partnering with financial planners through Teamified, you save on recruitment costs while accessing skilled professionals who deliver strategic, personalised financial planning at competitive rates, ensuring a strong return on your investments.

How experienced are our Financial Planners?

JUNIOR

0 - 2 Years Exp.

0-2 years of financial planning experience, often entry-level.
Basic understanding of corporate financial planning and business finance principles.
Proficiency in financial modelling, budgeting, and forecasting for businesses.
Basic knowledge of financial statements, including balance sheets and income statements.
Strong skills in Excel for data analysis, including basic formulas and financial modelling.
Ability to assist in creating financial plans and reports for clients.
Strong attention to detail and analytical skills.
Effective communication skills for presenting data and assisting in client meetings.
Familiarity with financial planning software and ERP systems (advantageous but not essential).

Intermediate

2 - 5 Years Exp.

2-5 years of financial planning experience.
In-depth knowledge of corporate financial planning, including strategic planning and risk management.
Advanced Excel skills, including complex financial models, scenario analysis, and forecasting.
Experience with financial planning and analysis (FP&A) tools and software.
Ability to analyse business performance, develop financial strategies, and advise on budgeting and investment decisions.
Strong skills in preparing and presenting financial plans, reports, and recommendations to business clients.
Solid understanding of business taxation, cash flow management, and financial regulations.
Effective communication and interpersonal skills for client interactions and relationship management.

SENIOR

5 + Years Exp.

5+ years of financial planning experience, including leadership roles.
Expertise in developing and executing comprehensive financial plans for businesses, including long-term strategic planning.
Advanced proficiency in financial modelling, valuation techniques, and risk assessment.
Proven ability to lead financial planning initiatives, guide teams, and provide strategic advice to senior management.
Experience in managing client relationships, delivering high-level presentations, and influencing business decisions.
In-depth knowledge of industry-specific financial regulations, compliance issues, and market trends.
Expertise in using advanced financial planning software and ERP systems.