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

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Retail Financial Advisor Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Retail Financial Advisor role. We ranked the top skills based on the percentage of Retail Financial Advisor job descriptions they appeared on. For example, 89% of Retail Financial Advisor job descriptions contained financial advice as a required skill.

Keywords / Skills

Popularity

financial advice
89%
financial planning
87%
financial services
77%
investments
75%
pensions
75%
customer advisor
3%
reporting
3%
sas
3%
sql
3%
acquisition
3%
building relationships
3%
sales
3%
stakeholder management
3%
wealth management
3%
call centre
3%
fraud analytics
3%
debt
3%
financial
3%
flexibility
3%
hybrid working
3%
python
3%
hunter
3%
estate planning
3%
fraud analyst
3%
data analysis
3%
analysis
3%
ssp
3%
smp
3%
payroll
3%
hmrc
3%
cipp
3%
positive team player
3%
holistic financial planning
3%
high net worth individuals
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 Retail Financial Advisor skills and keywords or scan your CV to get a personalised score.