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, 86% of Financial Services job descriptions contained financial services as a required skill.

Keywords / Skills

Popularity

financial services
86%
wealth management
46%
administrative support
38%
financial planning
30%
pensions
21%
administrative
19%
investment
15%
admin
15%
ifa administrator
13%
ifa
11%
holistic financial planning
11%
financial advice
11%
advice
9%
telephone manner
9%
finance
9%
investments
9%
financial services administrator
9%
client support administrator
9%
compliance
7%
sales support
7%
administrator
7%
administration
7%
wealth management services
7%
case management
5%
conference production
5%
coordinating meetings
5%
client administration
5%
marketing
5%
business correspondence
5%
training
5%
abingdon
5%
aylesbury
5%
banbury
5%
bicester
5%
onboarding
5%
didcot
5%
oxford
5%
witney
5%
businesses
5%
communicator
5%
bonus
5%
independent financial advice
5%
client accounts
5%
intelligent office
3%
business applications
3%
data maintenance
3%
document management
3%
professional development
3%
practice
3%
paraplanning
3%
microsoft office
3%
asset
3%
advisors
3%
bonds
3%
data
3%
isa
3%
pension
3%
experienced administrator
3%
client requirements
3%
communication skills
3%
customer satisfaction
3%
income protection
3%
invoice finance
3%
financial admin
3%
graduate
3%
operations
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.