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, 81% of Financial Services job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
81%
wealth management
56%
administrative support
35%
financial planning
32%
administrative
28%
admin
22%
pensions
15%
investment
15%
holistic financial planning
11%
financial advice
11%
wealth management services
11%
compliance
11%
ifa
9%
finance
9%
administration
9%
ifa administrator
7%
financial services administrator
7%
investments
5%
marketing
5%
client accounts
5%
administrator
5%
operations
5%
graduate
5%
financial admin
5%
client support administrator
5%
telephone manner
5%
independent financial advice
5%
advice
5%
training
5%
coordinating meetings
3%
onboarding
3%
invoice finance
3%
case management
3%
client administration
3%
business correspondence
3%
sales support
3%
bonds
3%
conference production
3%
experienced administrator
3%
abingdon
3%
aylesbury
3%
banbury
3%
bicester
3%
didcot
3%
oxford
3%
witney
3%
bonus
3%
businesses
3%
communicator
3%
microsoft office
3%
office experience
3%
great customer service
3%
project manager
3%
marketing manager
3%
administration supervisor
3%
client support
3%
senior administrator
3%
team leader
3%
advisor
3%
tax
3%
sales
3%
paraplanning
3%
income protection
3%
corporate events
3%
asset
3%
advisors
3%
it literate
3%
data
3%
isa
3%
pension
3%
practice
3%
client requirements
3%
communication skills
3%
customer satisfaction
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.


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