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

Share

Financial Planning Manager Skills List in Financial Services

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

Keywords / Skills

Popularity

financial planning
63%
financial services
38%
paraplanning
34%
pensions
30%
wealth management
25%
investments
21%
team leader
17%
pension administration
17%
financial advice
17%
administrative
17%
wealth management services
17%
holistic financial planning
13%
management
13%
estate planning
13%
pension schemes
9%
practice manager
9%
manager
9%
investment
9%
team management
9%
project management
9%
operations
9%
ifa
9%
compliance
9%
communication skills
9%
personal pensions
9%
management experience
9%
financial data
5%
report writing
5%
bonds
5%
isas
5%
client facing skills
5%
people skills
5%
fp&a
5%
diary management
5%
manage client relationships
5%
advice
5%
debt
5%
management accountant
5%
product development
5%
proposition development
5%
retirement
5%
accountant
5%
accounts assistant
5%
accounts clerk
5%
accounts payable
5%
bookkeeper
5%
chartered accountancy
5%
finance accountant
5%
finance clerk
5%
group accountant
5%
financial planners
5%
purchase ledger
5%
qualified accountant
5%
revenue accountant
5%
bereavement
5%
empathy
5%
relationship management
5%
chartered
5%
collections
5%
credit control
5%
invoice
5%
line management
5%
Export

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 Planning Manager skills and keywords or scan your CV to get a personalised score.