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

Share

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, 79% of Financial Services job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
79%
wealth management
50%
administrative
33%
financial planning
24%
administrative support
22%
admin
20%
compliance
16%
wealth management services
14%
administration
14%
finance
11%
financial advice
11%
investment
9%
financial admin
7%
investments
7%
operations
7%
pensions
7%
client accounts
5%
it literate
5%
graduate
5%
office experience
5%
holistic financial planning
5%
accounting
5%
head of finance
5%
senior finance
5%
microsoft office
5%
insurance
5%
ifa
5%
wealth management administration
5%
marketing
5%
independent financial advice
5%
sales
5%
great customer service
5%
office duties
3%
client requirements
3%
corporate events
3%
communication skills
3%
training
3%
customer satisfaction
3%
marketing manager
3%
income protection
3%
banking
3%
project manager
3%
invoice finance
3%
graduate entry
3%
administration supervisor
3%
onboarding
3%
underwriting
3%
client services
3%
client support
3%
customer service
3%
financial services administrator
3%
senior administrator
3%
manage client relationships
3%
team leader
3%
crm
3%
regulatory
3%
proposals
3%
mailbox
3%
client meetings
3%
advisor
3%
maintenance
3%
tax
3%
pension administration
3%
time management
3%
mortgage brokers
3%
paraplanning
3%

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.