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

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Financial Services Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Financial Services role. We ranked the top skills based on the percentage of Financial Services job descriptions they appeared on. For example, 30% of Financial Services job descriptions contained wealth management as a required skill.

Keywords / Skills

Popularity

wealth management
30%
financial services
30%
administration
24%
finance
24%
investment
24%
admin
18%
financial services administrator
12%
microsoft excel
12%
financial admin
12%
pensions
12%
graduate
12%
operations
12%
ifa administrator
12%
ifa
12%
administrative
12%
administrative duties
6%
business correspondence
6%
appointment making
6%
general office administration
6%
bromsgrove
6%
client support
6%
ifa admin
6%
ifa administration
6%
adviser support
6%
financial planner
6%
client support administrator
6%
independent financial adviser
6%
independent financial advisor
6%
outstanding verbal
6%
wealth manager
6%
investments
6%
administrative support
6%
pension administration
6%
client services
6%
protection products
6%
computer literate
6%
senior administrator
6%
customer service
6%
written communication
6%
communication skills
6%
client service administrator
6%
financial advisor
6%
isa
6%
customer service administrator
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.


Do you want
more job interviews?

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