Financial Planning Manager Skills you Need for your CV and Career in Financial Services

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Financial Planning Manager Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Planning Manager role. We ranked the top skills based on the percentage of Financial Planning Manager job descriptions they appeared on. For example, 66% of Financial Planning Manager job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
66%
financial services
40%
paraplanning
35%
pensions
27%
wealth management
27%
investments
22%
administrative
18%
pension administration
18%
financial advice
18%
team leader
18%
wealth management services
18%
holistic financial planning
14%
estate planning
14%
management
14%
investment
9%
ifa
9%
manager
9%
pension schemes
9%
compliance
9%
operations
9%
project management
9%
practice manager
9%
team management
9%
management experience
9%
personal pensions
9%
communication skills
9%
invoice
5%
fp&a
5%
people skills
5%
financial data
5%
manage client relationships
5%
diary management
5%
client facing skills
5%
isas
5%
bonds
5%
report writing
5%
advice
5%
qualified accountant
5%
accounts assistant
5%
accounts clerk
5%
accounts payable
5%
bookkeeper
5%
chartered accountancy
5%
finance accountant
5%
finance clerk
5%
group accountant
5%
management accountant
5%
purchase ledger
5%
financial planners
5%
revenue accountant
5%
bereavement
5%
empathy
5%
relationship management
5%
chartered
5%
collections
5%
credit control
5%
debt
5%
accountant
5%
line management
5%
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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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Improve your CV's success rate by using these Financial Planning Manager skills and keywords or scan your CV to get a personalised score.