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, 75% of Financial Services job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
75%
wealth management
55%
administrative support
32%
administrative
25%
financial planning
25%
admin
19%
investment
17%
finance
13%
pensions
13%
compliance
11%
administration
11%
financial advice
11%
wealth management services
11%
holistic financial planning
9%
marketing
7%
financial services administrator
7%
ifa
7%
financial admin
7%
graduate
7%
operations
7%
ifa administrator
5%
independent financial advice
5%
client accounts
5%
client support administrator
5%
training
5%
head of finance
5%
senior finance
5%
accounting
5%
sales
5%
microsoft office
5%
telephone manner
3%
investments
3%
advice
3%
asset
3%
administrator
3%
conference production
3%
advisors
3%
bonds
3%
income protection
3%
data
3%
isa
3%
coordinating meetings
3%
onboarding
3%
invoice finance
3%
pension
3%
practice
3%
client requirements
3%
communication skills
3%
customer satisfaction
3%
great customer service
3%
client services
3%
customer service
3%
manage client relationships
3%
crm
3%
proposals
3%
mortgage brokers
3%
office duties
3%
corporate events
3%
marketing manager
3%
project manager
3%
experienced administrator
3%
it literate
3%
office experience
3%
administration supervisor
3%
client support
3%
senior administrator
3%
team leader
3%
advisor
3%
tax
3%
paraplanning
3%
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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.