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, 89% of Financial Planning Manager job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
89%
financial advice
56%
financial services
39%
wealth management
34%
paraplanning
34%
compliance
28%
project management
28%
ifa
23%
operations
23%
investments
17%
communication skills
12%
wealth management services
12%
pensions
12%
computer literate
12%
client facing skills
12%
administrative
12%
manage client relationships
12%
diary management
12%
budget
6%
financial analyst
6%
finance
6%
management
6%
insurance
6%
crm
6%
estate planning
6%
training
6%
forecasting
6%
independent financial advice
6%
financial advisory
6%
equity release
6%
employee benefits
6%
cross selling
6%
cas
6%
process driven
6%
io
6%
customer service
6%
collaboration
6%
admin
6%
active team player
6%
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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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more job interviews?

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