Investments Skills you Need for your CV and Career in Financial Services

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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, 39% of Investments job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
39%
financial services
35%
pensions
31%
paraplanning
27%
wealth management
27%
investment
24%
financial advice
20%
investments
20%
research
16%
administrative
16%
sipp
12%
funds
12%
complaints
12%
clients
12%
independent financial advice
12%
customer contact
8%
communication skills
8%
customer queries
8%
bonds
8%
financial planners
8%
pension administration
8%
personal pensions
8%
isa
8%
regulatory guidelines
8%
adviser
4%
certified financial planner
4%
advisor
4%
isas
4%
admin
4%
tax
4%
finance
4%
holistic financial planning
4%
income protection
4%
insurance
4%
mortgage advisor
4%
mortgage broker
4%
mortgage brokers
4%
protection products
4%
high net worth individuals
4%
compliance
4%
annual reviews
4%
financial modelling
4%
risk
4%
administration duties
4%
microsoft excel
4%
organisational skills
4%
positive team player
4%
advice
4%
financial data
4%
report writing
4%
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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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more job interviews?

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