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Investments Skills List in Financial Services
Below we have compiled a list of the most popular skills for an Investments role. We ranked the top skills based on the percentage of Investments job descriptions they appeared on. For example, 40% of Investments job descriptions contained financial planning as a required skill.
Keywords / Skills
Popularity
financial planning
40%
financial services
31%
paraplanning
27%
wealth management
27%
pensions
22%
financial advice
18%
investment
18%
investments
14%
administrative
14%
research
9%
complaints
9%
sipp
9%
communication skills
9%
administration duties
9%
positive team player
9%
holistic financial planning
9%
high net worth individuals
9%
adviser
5%
advice
5%
financial data
5%
report writing
5%
pension administration
5%
annual reviews
5%
admin
5%
organisational skills
5%
advisor
5%
certified financial planner
5%
clients
5%
funds
5%
bonds
5%
isa
5%
regulatory guidelines
5%
isas
5%
customer contact
5%
customer queries
5%
financial planners
5%
estate planning
5%
income protection
5%
private markets investment operations
5%
chief financial officer
5%
cio
5%
financial manager
5%
financial officer
5%
investment manager
5%
bereavement
5%
empathy
5%
relationship management
5%
paraplanner
5%
senior paraplanner
5%
microsoft excel
5%
insurance
5%
mortgage advisor
5%
mortgage broker
5%
mortgage brokers
5%
protection products
5%
independent financial advice
5%
compliance
5%
finance
5%
financial modelling
5%
risk
5%
Improve your CV's success rate by using these Investments skills and keywords or scan your CV to get a personalised score.