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, 86% of Financial Planning Manager job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
86%
pensions
72%
investments
72%
financial services
72%
financial advice
72%
finance
8%
senior adviser
8%
ifa
8%
head of financial planning
8%
financial adviser
8%
chartered financial planner
8%
forecasting
8%
financial analyst
8%
communication skills
8%
budget
8%
manage client relationships
8%
client facing skills
8%
wealth management
8%
project management
8%
management
8%
insurance
8%
diary management
8%
crm
8%
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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.