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, 54% of Senior Financial Planner job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
54%
wealth management
47%
financial advice
39%
financial services
31%
hnw
31%
investments
24%
inheritance tax planning
24%
investment management
24%
paraplanning
24%
sales management
16%
private client
16%
financial planners
16%
investment
16%
financial advisory
16%
holistic financial planning
16%
pensions
16%
financial
8%
administrative
8%
witney
8%
didcot
8%
cirencester
8%
banbury
8%
abingdon
8%
retirement
8%
planner
8%
personal
8%
oxfordshire
8%
ifa
8%
financial management
8%
finance
8%
estate planning
8%
business planning
8%
bicester
8%
cash flow
8%
independent financial advice
8%
investment portfolio
8%
portfolio management
8%
pfs
8%
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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.