Senior Financial Planner Skills you Need for your CV and Career in Financial Services

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Senior Financial Planner Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Senior Financial Planner role. We ranked the top skills based on the percentage of Senior Financial Planner job descriptions they appeared on. For example, 50% of Senior Financial Planner job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
50%
wealth management
42%
financial advice
42%
hnw
34%
investment management
25%
investments
25%
financial services
25%
inheritance tax planning
25%
paraplanning
25%
sales management
17%
financial advisory
17%
private client
17%
financial planners
17%
investment
17%
pensions
17%
abingdon
9%
banbury
9%
cirencester
9%
didcot
9%
witney
9%
retirement
9%
planner
9%
estate planning
9%
personal
9%
oxfordshire
9%
ifa
9%
financial management
9%
financial
9%
finance
9%
business planning
9%
bicester
9%
cash flow
9%
portfolio management
9%
pfs
9%
investment portfolio
9%
independent financial advice
9%
holistic financial planning
9%
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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 Senior Financial Planner skills and keywords or scan your CV to get a personalised score.