Financial Adviser Skills you Need for your CV and Career in Financial Services

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Financial Adviser Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Adviser role. We ranked the top skills based on the percentage of Financial Adviser job descriptions they appeared on. For example, 75% of Financial Adviser job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
75%
independent financial advice
63%
financial advice
44%
financial services
25%
wealth management
25%
bonus
25%
advice
19%
adviser
19%
hnw
19%
pensions
13%
back office
13%
investments
13%
annual reviews
7%
existing clients
7%
paraplanning
7%
high net worth individuals
7%
financial advisory
7%
financial goals
7%
advisor
7%

While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


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more job interviews?

Improve your CV's success rate by using these Financial Adviser skills and keywords or scan your CV to get a personalised score.