Financial Advisor Skills you Need for your CV and Career in Banking

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Financial Advisor Skills List in Banking

Below we have compiled a list of the most popular skills for a Financial Advisor role. We ranked the top skills based on the percentage of Financial Advisor job descriptions they appeared on. For example, 50% of Financial Advisor job descriptions contained customer service as a required skill.

Keywords / Skills

Popularity

customer service
50%
financial services
50%
financial advice
25%
building society
25%
pensions
13%
relationship management
13%
private banking
13%
customer experience
13%
adviser
13%
microsoft project
13%
taxation
13%
call centre
13%
investments
13%
financial planning
13%
treasury
13%
knowledge of financial services
13%
communication skills
13%
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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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more job interviews?

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