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, 81% of Financial Services job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
81%
wealth management
53%
administrative support
34%
financial planning
30%
administrative
28%
admin
22%
pensions
18%
investment
14%
financial advice
12%
ifa administrator
10%
holistic financial planning
10%
ifa
10%
financial services administrator
10%
compliance
10%
wealth management services
10%
client support administrator
8%
investments
8%
administration
8%
finance
8%
advice
6%
telephone manner
6%
sales support
6%
independent financial advice
6%
graduate
4%
financial admin
4%
operations
4%
client accounts
4%
bonus
4%
administrator
4%
businesses
4%
case management
4%
communicator
4%
bonds
2%
intelligent office
2%
business correspondence
2%
client administration
2%
coordinating meetings
2%
conference production
2%
marketing
2%
training
2%
experienced administrator
2%
abingdon
2%
aylesbury
2%
banbury
2%
witney
2%
bicester
2%
didcot
2%
oxford
2%
advisors
2%
it literate
2%
office experience
2%
administration supervisor
2%
client support
2%
senior administrator
2%
team leader
2%
advisor
2%
tax
2%
paraplanning
2%
microsoft office
2%
asset
2%
onboarding
2%
great customer service
2%
data
2%
isa
2%
pension
2%
practice
2%
client requirements
2%
communication skills
2%
customer satisfaction
2%
income protection
2%
invoice finance
2%
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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.