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

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Senior Financial Planner Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Senior Financial Planner role. We ranked the top skills based on the percentage of Senior Financial Planner job descriptions they appeared on. For example, 63% of Senior Financial Planner job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
63%
wealth management
57%
paraplanning
44%
independent financial advice
38%
ifa
32%
financial services
32%
financial planner
19%
independent financial adviser
19%
independent financial advisor
19%
wealth manager
19%
technical research
13%
report writing
13%
financial planners
7%
client meetings
7%
business development
7%
holistic financial planning
7%
new business development
7%
technical support
7%
financial advice
7%
inheritance tax planning
7%
sales support
7%
investment management
7%
adviser
7%
planner
7%
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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 Senior Financial Planner skills and keywords or scan your CV to get a personalised score.