Career Building Jobs

CV, Interview and Job Application Tips

Mike Jacobsen

Interview Question: Describe a time when you had to learn a new skill quickly. How did you approach it? – Answer Tips…

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Other interview questions that are similar

  1. Can you recall an instance where you had to adapt to a completely unfamiliar task at work? What strategies did you use to become proficient?
  2. Share an experience where you were required to acquire knowledge in a subject you were previously unfamiliar with. How did you ensure effective learning?
  3. Tell us about a situation where you had to develop a new skill under a tight deadline. What resources did you utilize to meet the challenge?
  4. Describe an occasion when you had to teach yourself a complex concept or skill for a project. How did you structure your learning process?
  5. Can you discuss a time when you had to rapidly improve in an area you had little experience in? What was the outcome of this accelerated learning?
  6. Reflect on a moment when you were thrust into a role or task outside your comfort zone. How did you manage to upskill yourself effectively?
  7. Relate an experience where learning a new skill was essential for your career advancement. How did you balance this learning with your existing responsibilities?

What the interviewer is looking for by asking this question

There are probably an infinite number of questions that the interviewer could ask you on the day. Some questions are incredibly common appearing in almost every interview you will have, while other questions you might hear once and never again regardless of how many jobs you apply for.

Fundamentally though all interview questions are really trying to find out one of 3 things:

1 – Can you do the job? (Do you have the skills/experience needed?)
2 – Will you do the job? (Do you have the drive/motivation to get the job done?)
3 – Will you fit in? (Does your personality match the workplace culture? Are you likeable?)

That’s it. Those are the 3 things that the interviewer is trying to ascertain. Every question that is asked of you will fundamentally be trying to resolve one (or more) of these 3 things.

Understanding this framework can help you effectively prepare for any interview question, including ones asking about learning new skills.

This question, at its core, is assessing multiple aspects:

Firstly, it’s checking for ‘Can you do the job?’. By sharing how you learned a new skill, you’re demonstrating your ability to adapt and grow, which is crucial in any role. Your answer gives insight into your learning process, problem-solving skills, and technical abilities. This shows the interviewer that not only do you possess the foundational skills, but you also have the capability to evolve as the job demands.

Secondly, it delves into ‘Will you do the job?’. Your approach to learning a new skill, particularly under pressure or within a tight deadline, reflects your work ethic, determination, and motivation. It’s an opportunity to showcase your drive and commitment to achieving goals, even in challenging situations. By explaining the steps you took and the effort you invested, you are affirming your willingness to go above and beyond when necessary.

Lastly, it subtly touches on ‘Will you fit in?’. The way you describe your learning process can also give hints about your personality and how you interact with others. Did you seek help from colleagues? Did you use online resources, indicating an independent and self-starting nature? Your response can reveal how you handle teamwork, stress, and new environments, which are key indicators of how well you’ll integrate into the company’s culture.

How Best To Structure Your Answer

Unless the question you are asked is a straight ‘up or down / yes or no’ style question then you are going to need to learn to describe, expand and elaborate on your answers. The best way of doing this is to follow the B-STAR technique for answering interview questions.

Answers using this method follow the below structure:

B – Belief – What are your thoughts and feelings with regard to the subject matter? When reflecting on learning a new skill, share your personal beliefs and feelings about continuous learning and skill development. Are you someone who thrives on learning new things, or do you find it challenging yet rewarding? This insight helps the interviewer understand your motivation and passion for personal and professional growth.

S – Situation – What was going on? Briefly explain the scenario that was taking place. – Try not to spend too much time describing the situation. The bulk of your answer needs to be about you and what you did so keep the situation simple to understand and even simpler to describe. In the context of learning a new skill, succinctly describe the situation that necessitated this learning. This sets the stage for illustrating your adaptability and problem-solving skills, which are key traits employers look for.

T – Task – What was your role in the action? Most of the time it is best that you are taking an active rather than passive role in the encounter. Explain your specific role in learning the new skill. Were you leading a project, supporting a team, or self-initiating the learning? This demonstrates your level of responsibility and initiative, which are valuable in any job.

A – Activity (or action) – What did you do? Detail the steps you took and why you took them. – This should take up the bulk of your time answering the question. Describe the actions you took to learn the new skill. Emphasize the strategies you used, resources you accessed, and how you overcame any challenges. This part of your answer showcases your problem-solving abilities and learning agility, both critical for job success.

R – Result – How did everything end up? Try to use figures if possible (e.g. we cut costs by $3m, customer satisfaction scores increased 25%, failures reduced to zero, ice cream parties increased ten-fold etc.). Finish by discussing the outcomes of your efforts to learn the new skill. Quantify the results if possible, as this provides tangible evidence of your ability to effectively learn and apply new skills, making a strong case for your candidacy.

Remember though that the B-STAR technique is descriptive not prescriptive. You do not need to follow this flow strictly, go with what is best for your answers and that will allow you to put your point across and show your experience the best.

What You Should NOT Do When Answering Questions

Do not avoid the question.

Do not say you have no experience with the subject matter.

Do not downplay the importance of learning the skill.

Do not overhype the difficulty of the situation.

Do not focus solely on external help without highlighting your own efforts.

Do not provide vague or generalized statements about the learning process.

Do not leave out the outcome or impact of acquiring the new skill.

Describe a time when you had to learn a new skill quickly. – Example answers

Example answer 1

“I’ve always believed that learning new skills is vital for professional growth. While it can be challenging, I find it incredibly rewarding to push beyond my comfort zone and acquire new knowledge.

Last year, our company introduced a new customer relationship management (CRM) system. As a sales manager, I was responsible for ensuring my team adapted quickly to this change.”

My role involved not only learning the software myself but also facilitating training sessions for my team. I needed to ensure everyone was comfortable and efficient in using the new system.

I started by dedicating extra hours each day to thoroughly understand the software. I attended online workshops, consulted with our IT department, and practiced using the system extensively. Then, I organized weekly training sessions for my team, where I broke down the software’s features into manageable segments. I also created a user guide and set up a peer-mentoring system for additional support.

Within a month, our team’s proficiency with the new CRM system significantly improved. We saw a 30% increase in our sales process efficiency and a noticeable enhancement in customer follow-ups. My team appreciated the support and hands-on training, which reflected in their performance and morale.”

Example answer 2

More Sample Answers…

The examples provided above can serve as a foundation for creating your unique answers. For additional inspiration, our new guide includes five sample responses to this question and over 250 answers to all of the most common interview queries.

Check out “INTERVIEW SUCCESS: How to answer the Most Popular Interview Questions (with over 250 sample answers!)”

Other Interview Question and Answers

The Most Popular Interview Questions (YOU WILL BE ASKED THESE QUESTIONS – 100%)
45 Civil Service Interview Question and Answers

Interview Question: Describe a time when you communicated effectively in a difficult situation – Answer Tips

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Watch the video or carry on below for the written version

Question forms part of

Civil Service Question Bank
The Most Popular Interview Questions (YOU WILL BE ASKED THESE QUESTIONS – 100%)

Other interview questions that are similar

  1. Can you share an instance where your communication skills resolved a potentially negative situation?
  2. Tell me about a time when your ability to communicate helped you handle a challenging circumstance at work.
  3. Could you provide an example of when you had to deliver difficult information to a team member or superior? How did you handle it?
  4. Have you ever had to mediate a conflict within your team using your communication skills? Can you tell me more about that?
  5. Describe a situation when you had to persuade someone who disagreed with you using effective communication.
  6. Can you recall an instance where clear communication helped you manage a crisis situation at work?
  7. Describe a time when you used your communication skills to build consensus during a challenging project.
  8. Could you tell me about a time when you had to rely on your communication abilities to handle a difficult client or customer situation?
  9. How do you maintain good communication during challenging circumstances?
  10. Have you ever had a situation where communication broke down? How did you overcome this?

What the interviewer is looking for by asking this question

“Difficult situation” is a bit of a vague term, and can mean completely different things based on your line of work.

A difficult situation for an ER nurse is going to involve a whole heap of injuries I imagine. Whereas an IT project manager a difficult situation would be when a server crashed and users cannot access the system.

Completely different stakes involved in both situations, however good communication skills are required in each.

And that is what the interviewer is looking for by asking this question.

Are you able to communicate effectively when everything seems to be falling apart? This is what the interviewer wants to know.

The reason why they ask this question this way (“Describe a time when”) is because they want to hear from you how you have handled difficult situations before.

The best predictor of future behaviour is past behaviour.

The interviewer wants to understand if you have experience with communicating under pressure and wants to see how you handle yourself.

The best approach to answering this question

This is a “Describe a time” question so the best answers will follow the B-STAR technique. Let’s see how you should structure your answer for this question:

B – Belief – Discuss your thoughts / feelings as they pertain to effectively communicating during difficult situations. In your answer ensure you talk about how you believe it is best practice to prepare yourself for all eventualities so that when difficult situations arise you can remain calm regardless of what is happening and fall back on your planning.

S – Situation – Briefly describe the difficult situation that was taking place and touch on why being able to communicate effectively was so crucial. The situation you choose will vary greatly depending on your role/profession. A good answer will put you in the middle of a difficult situation that was not of your doing (for example a natural disaster, or an IT issue if you are not the IT manager). Remember that you might not have that much time to explain all of the intricate details of the situation. Pick a nice easy to follow example and stick to high level scene setting.

T – Task – What was your role / responsibility in this situation. The best answers will have you in the middle of whatever drama or action is unfolding. Talk about how it was your responsibility to ensure everyone had the correct and up-to-date information.

A – Activity – What did you do? You have just talked about how it was your responsibility to communicate, but how did you do it? Drill down and give a step-by-step description of what you did and why.

R – Results – How did it all end up? This is an interview and you are trying to impress. So your answer should always be that everything worked out well in the end. Feel free to talk about lessons you learned that you would implement the next time around but ensure that the overall message is positive.

How NOT to answer this question

Do not avoid the question. I have seen candidates answer all types of different questions except the one being asked. This question is about communicating effectively in a difficult situation. It is not about how you develop a communication strategy, or how you influence stakeholders using your communication skills. You can talk about those things should it help you but your answer should definitively answer the question that has been set.

Do not downplay the situation. Oftentimes interviewees will try to show off their resolve and experience by talking about the situation as if it were a minor inconvenience. The idea being that you are so confident in your abilities that difficult situations are nothing but trivial matters to you. Don’t do that, you want to show that you have confidence in your skills and communication abilities but you want the interviewer to understand the gravity of the situation you were in. If you downplay the situation did you even communicate effectively in a difficult situation?

Do not overhype the situation. The opposite of the above. Don’t take a small situation and make it some huge dramatic exercise. Sure it gives you the chance to play the hero whose communication skills in the face of adversity saved the day. But it also shows the interviewer that you do not have much real world experience as your ‘difficult situation’ is nothing more than a minor inconvenience in their office.

Describe a time when you communicated effectively in a difficult situation – Example answer

The examples provided below can serve as a foundation for creating your unique answers. For additional inspiration, our new guide includes five sample responses to this question and over 100 answers to all of the most common interview queries.

Check out “INTERVIEW SUCCESS: How to answer 20 of the Most Popular Interview Questions (with over 100 sample answers!)”

Example 1

“I believe that proper planning and training is the most effective way to get out of most difficult situations. Sure you cannot plan for everything but if you prepare as best you can you will be happy to fall back on that preparedness when difficult situations arise.

Recently while working on a major software deployment at my current employer I was tasked with being the ‘Go-live Day Coordinator’. This meant that I had to communicate with the IT team, the business team and senior stakeholders all throughout the deployment. We took the servers down for 4 hours to deploy and 2 hours to test before release.

During these 6 hours it was my job to receive status updates from the IT teams and to facilitate the communication between IT areas. I also needed to communicate with the business team doing the testing so that any issues were raised through the IT team for fixing and then back for retesting. All of this had to be done without delay otherwise we would not meet our 6 hour target. On top of this it was expected I provide hourly updates to senior management.

In order to prepare for this I needed to establish a communication strategy. We use Teams within the organisation so I created a number of new Team groups so that information could flow through. I also established a backup WhatsApp group for the IT team and the Testing team – this came in handy when all of our systems went down partway through the activity!

Even though the whole 6 hours felt like one long continuous hectic process we were never hindered by a lack of communication. All information was provided as and when it was needed thanks to the effective planning that took place earlier. At the end the deployment was completed successfully and on time.

Example 2

Other Interview Question and Answers

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45 Civil Service Interview Question and Answers
32 Test Manager Interview Questions (And Sample Answers)
34 Change Manager Interview Questions (And Sample Answers)
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Interview Question: Can you give an example of how you have handled a significant change at work? – Answer Tips

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Other interview questions that are similar

  1. How do you adapt to new technologies or tools introduced in your workplace?
  2. Can you describe a time when you had to adjust to a major shift in your company’s strategy?
  3. How have you managed a situation where your job responsibilities were altered significantly?
  4. Can you provide an instance where you successfully navigated through a company restructure or merger?
  5. How do you handle unexpected challenges or obstacles in your professional environment?
  6. Can you share an experience where you had to quickly learn a new skill to keep up with your job’s demands?
  7. How do you maintain productivity and focus during periods of organizational change?

What the interviewer is looking for by asking this question

There are probably an infinite number of questions that the interviewer could ask you on the day. Some questions are incredibly common appearing in almost every interview you will have, while other questions you might hear once and never again regardless of how many jobs you apply for.

Fundamentally though all interview questions are really trying to find out one of 3 things:

1 – Can you do the job? (Do you have the skills/experience needed?)
2 – Will you do the job? (Do you have the drive/motivation to get the job done?)
3 – Will you fit in? (Does your personality match the workplace culture? Are you likeable?)

That’s it. Those are the 3 things that the interviewer is trying to ascertain. Every question that is asked of you will fundamentally be trying to resolve one (or more) of these 3 things.

Taking the example of the question, “Can you give an example of how you have handled a significant change at work?”, it’s clear that this question is designed to probe multiple aspects of the three fundamental points. Primarily, it touches on the first point: Can you do the job? By asking about your experience with significant change, the interviewer is looking to understand if you possess not only the technical skills but also the adaptability and problem-solving abilities required in dynamic work environments. Such a question reveals your capacity to handle the evolving demands of the job.

Simultaneously, it also delves into the second point: Will you do the job? Your response to this question can showcase your motivation and resilience. The interviewer is looking to gauge your commitment to overcoming challenges and your willingness to embrace new responsibilities or changes in your role. It’s an opportunity for you to demonstrate your dedication and proactive approach to work, qualities that are essential in ensuring that you will not only take on the job but also thrive in it.

Lastly, the question subtly touches on the third point: Will you fit in? How you have dealt with change in the past can reflect your interpersonal skills and your ability to work in a team, especially during transitional periods. Your attitude towards change, whether positive or resistant, can also indicate how well you will mesh with the company’s culture. If you respond with examples that show flexibility, open communication, and a collaborative spirit, you are effectively signaling that your personality and work style are compatible with the organization’s environment.

How Best To Structure ‘Can you give an example of how you have handled a significant change at work?’

Unless the question you are asked is a straight ‘up or down / yes or no’ style question then you are going to need to learn to describe, expand and elaborate on your answers. The best way of doing this is to follow the B-STAR technique for answering interview questions.

Answers using this method follow the below structure:

B – Belief – What are your thoughts and feelings with regard to the subject matter? In the context of handling a significant change at work, it’s important to articulate your belief system towards change – whether you see it as an opportunity for growth or a challenge to overcome. This reflects your mindset and adaptability, key traits that interviewers look for.

S – Situation – What was going on? Briefly explain the scenario that was taking place. When discussing a significant change at work, briefly set the scene to provide context for your actions. This helps the interviewer understand the background and complexity of the change you were dealing with.

T – Task – What was your role in the action? Most of the time it is best that you are taking an active rather than passive role in the encounter. In relation to the interview question, clarify your specific role during the period of change. This shows your level of responsibility and direct involvement, highlighting your ability to handle important tasks under pressure.

A – Activity (or action) – What did you do? Detail the steps you took and why you took them. In answering how you handled a significant change at work, focus on the specific actions you took and the rationale behind them. This not only demonstrates your problem-solving skills but also gives insight into your decision-making process during challenging times.

R – Result – How did everything end up? Try to use figures if possible. Finally, when discussing the outcome of the significant change you managed, quantify the results if possible. This tangible evidence of your effectiveness adds weight to your story and showcases your ability to produce positive outcomes in challenging situations.

Remember though that the B-STAR technique is descriptive not prescriptive. You do not need to follow this flow strictly, go with what is best for your answers and that will allow you to put your point across and show your experience the best.

What You Should NOT Do When Answering Questions

Do not avoid the question.

Do not downplay the significance of the change.

Do not overhype the situation or your role in it.

Do not give a vague or non-specific response.

Do not focus solely on the actions of others; highlight your own contributions.

Do not leave out the outcome or results of your actions.

Do not provide an answer that suggests an inability to handle change effectively.

Can you give an example of how you have handled a significant change at work? – Example answers

Example answer 1

“I’ve always believed that change, while challenging, is an opportunity for growth and innovation. In my last role at TechCorp, we faced a significant change when the company decided to switch from our traditional software systems to a completely new, cloud-based platform. This was a massive shift not just in technology but also in our working culture.

As the lead project manager, my task was to oversee the transition. I recognized the importance of my role in not just managing the technical aspects but also in guiding my team through the change.

I initiated the process by conducting thorough research to understand the new system’s capabilities and limitations. I organized training sessions for my team and created a detailed rollout plan. Recognizing the apprehensions and resistance from my team, I held regular meetings to address their concerns and to ensure a smooth transition.

My proactive approach paid off. The transition, while challenging, was completed two weeks ahead of schedule. This led to a 30% increase in operational efficiency and a significant reduction in downtime. My team adapted well and even came up with innovative ways to leverage the new system, increasing overall productivity.

This experience taught me the value of not just managing change but leading by example, maintaining open communication, and focusing on team morale. It’s these principles I believe would make me a valuable asset to your team, especially in times of change.”

Example answer 2

More Sample Answers…

The examples provided above can serve as a foundation for creating your unique answers. For additional inspiration, our new guide includes five sample responses to this question and over 250 answers to all of the most common interview queries.

Check out “INTERVIEW SUCCESS: How to answer the Most Popular Interview Questions (with over 250 sample answers!)”

Other Interview Question and Answers

The Most Popular Interview Questions (YOU WILL BE ASKED THESE QUESTIONS – 100%)
45 Civil Service Interview Question and Answers
Interview Question: How do you approach delegating tasks? – Answer Tips
Interview Question: How Did You Prepare For This Interview? – Answer Tips
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Interview Question: Prioritizing tasks in a fast-paced work environment? – Answer tips

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Tell me about a time when you had to prioritize tasks in a fast-paced work environment. How did you manage the situation?

Other interview questions that are similar

  1. In a high-pressure situation with multiple tasks, what is your strategy for managing your workload effectively?
  2. When faced with tight deadlines and competing priorities, how do you decide which tasks to focus on first?
  3. Can you describe a time when you had to adjust your priorities quickly due to changing demands in the workplace? How did you handle it?
  4. How do you balance urgent tasks against important tasks in a dynamic work setting?
  5. What methods do you use to stay organized and efficient when handling a variety of tasks simultaneously?
  6. How do you ensure that high-priority tasks are completed on time when you are dealing with an unpredictable workflow?
  7. Can you give an example of how you have adapted your task management approach in response to a sudden increase in workload?

What the interviewer is looking for by asking this question

There are probably an infinite number of questions that the interviewer could ask you on the day. Some questions are incredibly common appearing in almost every interview you will have, while other questions you might hear once and never again regardless of how many jobs you apply for.

Fundamentally though all interview questions are really trying to find out one of 3 things:

1 – Can you do the job? (Do you have the skills/experience needed?)
2 – Will you do the job? (Do you have the drive/motivation to get the job done?)
3 – Will you fit in? (Does your personality match the workplace culture? Are you likeable?)

That’s it. Those are the 3 things that the interviewer is trying to ascertain. Every question that is asked of you will fundamentally be trying to resolve one (or more) of these 3 things.


So, when you’re asked a question like “How do you prioritize tasks in a fast-paced work environment?”, the interviewer is not just interested in your task management skills. They are looking deeper, trying to understand how you will fit into their organization and whether you have the necessary attributes to succeed in their specific work environment.

This question, in particular, touches on all three fundamental areas of interest. First, it gauges whether you can do the job by assessing your organizational skills and your ability to manage time effectively, which are crucial for productivity. Second, it probes into your willingness to do the job by exploring how you handle pressure and whether you have the motivation to tackle challenges head-on. Lastly, it provides insight into whether you will fit in by revealing your approach to teamwork, communication, and adaptability to the company’s pace and culture.

By understanding that each question is an opportunity to address these three fundamental areas, you can provide more thoughtful, comprehensive answers that demonstrate your fit for the role in a well-rounded way.

How Best To Structure ‘Tell me about a time when you had to prioritize tasks in a fast-paced work environment. How did you manage the situation?’

Unless the question you are asked is a straight ‘up or down / yes or no’ style question then you are going to need to learn to describe, expand and elaborate on your answers. The best way of doing this is to follow the B-STAR technique for answering interview questions.

Answers using this method follow the below structure:

B – Belief – What are your thoughts and feelings with regard to the subject matter? In the context of prioritizing tasks in a fast-paced environment, this might involve your belief in the importance of efficient time management and how it contributes to overall success in your role.

S – Situation – What was going on? Briefly explain the scenario that was taking place. In answering the interview question, describe a specific, high-pressure work situation where prioritization was key, but keep the focus on your response to the challenge.

T – Task – What was your role in the action? When discussing task prioritization, emphasize the active role you played in managing and executing tasks efficiently, demonstrating your hands-on approach to tackling challenges.

A – Activity (or action) – What did you do? Detail the steps you took and why you took them. In your response, outline the specific actions you took to prioritize tasks in a fast-paced work environment, showing your problem-solving skills and adaptability.

R – Result – How did everything end up? When concluding, tie the results back to task prioritization, such as how your approach led to successful project completion, improved team efficiency, or other measurable outcomes.

Remember though that the B-STAR technique is descriptive not prescriptive. You do not need to follow this flow strictly, go with what is best for your answers and that will allow you to put your point across and show your experience the best.

What You Should NOT Do When Answering Questions

Do not avoid the question. Instead, address it directly and confidently.

Do not have a passive role in the situation. Emphasize your active involvement in prioritizing tasks.

Do not say you have no experience with the subject matter. If you have limited experience, focus on related skills or how you would handle such situations.

Do not describe a failure (unless specifically asked). Focus on positive outcomes or learning experiences related to task prioritization.

Do not reject the premise of the question. Acknowledge the importance of prioritizing in a fast-paced environment.

Do not overly describe the scenario and miss the action. Briefly set the scene, then focus on your actions and their impact.

Do not downplay the situation. Recognize the challenges of prioritizing tasks under pressure.

Do not overhype the situation. Be realistic about the complexities and your approach to resolving them.

Do not give a one-sentence answer. Provide enough detail to demonstrate your competency in task prioritization effectively.

Tell me about a time when you had to prioritize tasks in a fast-paced work environment. How did you manage the situation? – Example answers

More Sample Answers…

The examples provided below can serve as a foundation for creating your unique answers. For additional inspiration, our new guide includes five sample responses to this question and over 250 answers to all of the most common interview queries.

Check out “INTERVIEW SUCCESS: How to answer the Most Popular Interview Questions (with over 250 sample answers!)”

Example answer 1

“I strongly believe that effective task prioritization is crucial in a fast-paced work environment. It not only helps in managing workload efficiently but also ensures timely completion of projects. In my previous role as a project manager, we were often faced with tight deadlines and multiple projects running concurrently.

There was one particular instance when our team was working on two major projects with overlapping deadlines. My role was to oversee the progress of both projects and ensure they were on track. The challenge was to keep both projects moving forward without compromising on quality.

To tackle this, I first categorized tasks based on urgency and importance. I used a digital project management tool to assign and track tasks, ensuring transparency within the team. I also held brief daily stand-up meetings to monitor progress and address any roadblocks immediately.

By implementing these steps, we were able to maintain a steady workflow. The team was able to focus on critical tasks first while not losing sight of other important activities. This approach led to both projects being completed on time, with one project finishing two days ahead of schedule, which was a significant achievement for the team.

Furthermore, this method of prioritization not only helped in meeting our deadlines but also improved the team’s overall efficiency by 15%, as reflected in our quarterly review. It was a clear demonstration of how effective prioritization can positively impact project outcomes and team productivity.”

Example answer 2

Other Interview Question and Answers

The Most Popular Interview Questions (YOU WILL BE ASKED THESE QUESTIONS – 100%)
45 Civil Service Interview Question and Answers
Interview Question: Briefly describe a situation where you effectively communicated with a team to achieve a common goal. – Answer Tips
INTERVIEW ANSWER VIDEO: Tell me about a time you had to manage a difficult stakeholder…
Interview Question: Tell Me About A Project That Failed – Answer Tips

How to Write a Real Estate Agent CV (With Examples)

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Writing a CV or resume for a real estate agent position requires a clear and structured approach. This article will guide you through the essential steps to create a compelling and professional CV or resume. We’ll provide practical tips and examples to help you highlight your skills, experiences, and achievements in the real estate industry.

Real Estate Agent CV Template

Read The Job Description / Advert

The first step is, of course, to read the job description. We need to know what the firm is looking for so that we can properly highlight these characteristics in our CV. So read back over the job description and try to pinpoint the important points. A lot of times a firm will call things “required”; if you see this, you need to make sure you include that in your CV. Similarly, if certain things are repeated throughout the advert, this indicates they are of high importance, so we will want to make sure our CV shows that as well.

When performing this analysis, take care to copy the ‘exact’ words and phrases that are being used by the hiring manager. We will want to pepper these into our CV later.

Real Estate Agent Job Description Example

Real Estate Agent – Exciting Opportunity to Excel in a Dynamic Market

We are seeking a motivated and client-focused Real Estate Agent to join our dynamic team. This role offers a fantastic opportunity for both experienced agents and enthusiastic newcomers to make a significant impact in a fast-paced real estate environment.

Responsibilities:

  • Develop and nurture relationships with clients, identifying their property needs and providing expert advice.
  • Conduct market analysis to stay abreast of trends and leverage opportunities in the residential and commercial property markets.
  • List and sell residential or commercial properties, managing the entire process from initial listing to closing.
  • Coordinate with various stakeholders including buyers, sellers, and legal professionals to ensure smooth transactions.
  • Utilize innovative marketing strategies to promote properties and attract potential buyers.
  • Provide exceptional customer service, maintaining ongoing communication with clients to ensure their satisfaction.
  • Participate in continuing education and training to stay current with real estate laws, regulations, and best practices.

Requirements:

  • Proven track record in real estate sales, with a focus on achieving and exceeding sales targets.
  • Strong interpersonal and negotiation skills, with an ability to connect with clients from diverse backgrounds.
  • Excellent communication skills, both written and verbal.
  • Self-motivated with a results-driven approach, able to work independently and as part of a team.
  • Proficiency in using real estate software and technology for market analysis, property management, and customer relationship management.
  • Current real estate license or willingness to obtain one.
  • Reliable transportation for property visits and client meetings.

What We Offer:

  • A vibrant and supportive team environment that fosters growth and professional development.
  • Access to leading-edge tools and technology to enhance your effectiveness as a real estate agent.
  • A flexible schedule that respects work-life balance.
  • Opportunities for career advancement in a growing company.
  • A competitive commission structure that rewards your hard work and dedication.

Join our team and be a part of a thriving real estate company where your contributions are valued and your professional growth is a priority. If you’re passionate about real estate and committed to delivering outstanding service, we would love to hear from you.

Research The Company

Time to put on your detective hat and do some research on your target company. Look at their website, LinkedIn, Twitter, Facebook, and other platforms. You are looking for any piece of intel that will give you the leg up.

  • Find out about recent work/projects they have undertaken or will be embarking on (highlight your experience in these areas on your CV)
  • Find out what software/processes they use and make sure you include your proficiency in them in your CV
  • Learn what interview questions you might expect should you make it that far

See if you know anyone who works there and/or connect (LinkedIn) with people ahead of the interview. A little nepotism could never hurt, and you might be able to glean more information about the role/hiring process in the meantime.

Find A Good CV Template

When selecting a CV template, it’s essential to opt for a simple design and structure. Not only are straightforward layouts more compatible with Applicant Tracking Systems (ATS), but they also make it easier for recruiters and hiring managers to quickly identify and understand key details. A clutter-free and organized CV ensures that your most important information stands out, facilitating a smoother review process for potential employers.

This is the CV template that we recommend (click here)

Write 2 Or 3 Bullet Points As A ‘Professional Summary’

A handy approach is to craft three sentences: the first highlighting your qualifications and experience, the second showcasing your biggest professional achievement, and the third detailing your most recent experience.

Real Estate Agent Professional Summary Example

With over 10 years of experience in the real estate industry, holding a Real Estate Broker license and a degree in Business Administration, expertise lies in residential and commercial property sales, client relationship management, and market analysis. Proficient in using MLS systems, CRM software like Salesforce, and digital marketing tools for effective property promotion.

Achieved a record-breaking sale of a high-value commercial property within the first quarter of 2022, which resulted in securing a major corporate client for the agency and an award for ‘Top Sales Performer of the Year’.

Recently focused on expanding the luxury residential property portfolio, successfully closing deals totaling over $10 million in the past year alone, while maintaining a 95% client satisfaction rate through personalized service and in-depth market insights.

Detail Your Employment History

Begin by listing your employment history in reverse chronological order, starting with your most recent role. This allows potential employers to see your recent experience upfront, which holds greater value. Keep in mind that brevity is key.

As you go further back in time, reduce the level of detail to ensure your CV doesn’t exceed two pages. Employers are less likely to read lengthy CVs.

When describing your responsibilities on your CV, it’s important to frame them in a way that highlights your achievements and skills. For example, instead of simply stating “Handled property listings,” you could say, “Expertly managed over 30 property listings in a year, consistently ensuring 90% of the properties sold within the first month on the market.” This not only shows your experience in managing listings but also demonstrates your effectiveness in selling properties quickly. Similarly, rather than saying “Worked with clients,” try “Developed strong relationships with over 50 clients, leading to repeat business and a 30% increase in referrals.” This approach showcases your client management skills and your ability to generate new business. Remember, it’s about illustrating your impact and success in your role as a Real Estate Agent.

Detail Your Education History

Keep your CV concise, aiming for a two-page limit. The education section can often be streamlined.

Highlight the most relevant qualifications. For instance, if you have a degree, your A-levels become less significant. Similarly, if you’re in the U.S., having an MBA overshadows your high school GPA.

Unless an older educational milestone is crucial for the job or highly pertinent, focus on showcasing your Bachelor’s degree, post-graduate studies, or professional certifications. If you lack these, mention your latest qualifications. Remember, having a Master’s suggests you’ve finished school, so no need to state the obvious. Only include your educational background if it’s pertinent to the job.

CV Structure

Tactically structure your CV to the ‘most wanted’ attributes of the job description. For example, if the job description values “qualified”, then place your qualifications first; if they want someone with RECENT experience, put your last job up top. If they want multiple years of experience, highlight your tenure.

We always recommend that you have a Professional Summary up top (after your name/contact info), as it will be the first thing that anyone reads. As discussed earlier, this should be tailored towards the job advert and showcase your experience and skills in what the employer is looking for.

A fairly typical structure would go:

  1. Name and contact info
  2. Professional Summary
  3. Current (or most recent employment)
  4. Education & Professional Qualifications
  5. Employment History

WHAT NOT TO DO

Now that we’ve discussed what you should be including in your CV, let’s look at some things that you should avoid doing.

  • Do not include personal history or likes. Employers are not going to care about your hobbies, so unless you have some inside information that the hiring manager only hires people who play a particular sport, for example, then leave your extracurricular activities off your CV. This does not extend to things like volunteer or charity work. Definitely include that if you have the space.
  • Do not list your skillset and the tools/applications you have experience with. It takes up valuable space and is often obvious (Skilled in Excel…?). Instead, include these in your achievements section (Example: “Used Asana to manage and coordinate tasks for a remote team of 25 members”).
  • Do not include references or “references available on request”. If employers want a reference, they will ask you for them; otherwise, this is just wasted space on your CV.
  • Do not include a photo of yourself unless specifically asked. In many countries, including the UK and US, you should not include a photo of yourself on your CV/resume. Companies don’t want you to do it, as it opens them up to liability, and there is absolutely nothing for you to gain by doing so – plus, you are making it easier for firms to discriminate against you, either implicitly or explicitly.
  • Do not use any fancy graphic or artistic CV format. Most CVs come in a standard format, allowing Application Tracking Software, recruiters and hiring managers to easily pick out the key pieces of information they need quickly based on their experience. If you throw them a CV in an artistic format, they are more likely to get annoyed and throw your application away. This is not a situation where standing out is good. You want your skills/experience to be noted, not your CV format.
  • Do not include your previous salaries. This will severely impact your negotiation abilities down the line.

Real Estate Agent CV Tips – Recap

Let’s recap what we’ve discussed so far:


Tailor Your CV to the Real Estate Industry
Make sure your CV reflects your understanding and experience in real estate. Highlight relevant skills like negotiation, market analysis, and client relationship management. ?

Quantify Your Achievements
Use numbers to demonstrate your successes. For example, mention the number of properties sold, percentage increase in sales, or client satisfaction rates. Numbers make your achievements more tangible. ?

Showcase Your Communication Skills
As a real estate agent, effective communication is key. Include instances where your communication skills led to positive outcomes, like closing deals or resolving client issues. ?

Highlight Technological Proficiency
Mention your experience with real estate software, CRM tools, or social media marketing. This shows you’re adept at using technology essential in modern real estate practices. ?

Include Professional Development
List any real estate courses, certifications, or seminars you’ve attended. This shows your commitment to staying updated in the field. ?

Focus on Client Service
Emphasize your customer service skills and how they’ve benefited clients. Happy clients are a big plus in real estate. ?

Keep It Concise and Clear
Ensure your CV is easy to read and to the point. Avoid jargon and use simple language. Your CV should quickly convey your value as a real estate agent. ?

Proofread for Errors
A CV with no spelling or grammatical errors shows professionalism. Take the time to proofread or have someone else review it. ✅

Real Estate Agent CV Sample

Below is an example CV from someone with a number of years experience in the field. For an editable .DOCX version, click here.

Click here to see page 2…

How to Write An Investment Banker CV (With Examples)

by


Writing a CV or resume for an investment banking position can be challenging, yet it’s crucial for securing your dream job in the finance sector. This article is designed to guide you through the process of crafting an effective investment banker CV or resume. We will provide clear, step-by-step instructions on how to highlight your skills, experiences, and accomplishments in a way that resonates with hiring managers in the financial industry. Additionally, we will include practical examples to illustrate how these concepts can be applied in real-world scenarios.

Investment Banker CV Template

Read The Job Description / Advert

The first step is, of course, to read the job description. We need to know what the firm is looking for so that we can properly highlight these characteristics in our CV. So read back over the job description and try to pinpoint the important points. A lot of times a firm will call things “required”; if you see this, you need to make sure you include that in your CV. Similarly, if certain things are repeated throughout the advert, this indicates they are of high importance, so we will want to make sure our CV shows that as well.

When performing this analysis, take care to copy the ‘exact’ words and phrases that are being used by the hiring manager. We will want to pepper these into our CV later.

Investment Banker Job Description Example

Investment Banker Position

About the Role:

We are seeking a dynamic and results-driven Investment Banker to join our team. In this role, you will be responsible for delivering strategic advice and solutions to our clients, including mergers and acquisitions, capital raising, and other financial services. You will work closely with clients to understand their financial needs and goals, and develop tailored strategies to help them achieve their objectives.

Key Responsibilities:

  • Conduct in-depth financial analysis and modeling to evaluate the financial performance of companies and industries.
  • Develop and present pitch books and financial proposals to clients and potential investors.
  • Lead and coordinate the execution of M&A transactions, IPOs, and other capital raising activities.
  • Build and maintain strong relationships with clients, offering continuous financial advice and support.
  • Collaborate with cross-functional teams to ensure seamless transaction execution.
  • Stay abreast of market trends, regulatory changes, and competitive landscape to provide informed recommendations.
  • Contribute to the firm’s business development efforts by identifying new client opportunities and participating in industry events.

Qualifications:

  • Bachelor’s degree in Finance, Economics, or related field; advanced degree or certification (e.g., MBA, CFA) preferred.
  • Proven experience in investment banking, financial advisory, or related field.
  • Strong understanding of financial modeling, valuation techniques, and financial statement analysis.
  • Excellent communication and presentation skills, with the ability to articulate complex financial concepts clearly.
  • Demonstrated ability to manage multiple projects and deadlines in a fast-paced environment.
  • High level of professionalism and ethical standards.
  • Ability to work collaboratively in a team setting and build effective relationships at all levels.

What We Offer:

  • A challenging and rewarding career in a dynamic and competitive industry.
  • Opportunities for professional growth and development.
  • Exposure to a wide range of financial transactions and top-tier clients.
  • A collaborative and supportive work environment.
  • Competitive compensation and benefits package.

We are committed to fostering a culture of excellence and inclusivity. We encourage professionals from all backgrounds to apply, as we value diversity of thought and experience in our team.

If you are passionate about investment banking and looking to take your career to the next level, we would like to hear from you. Join us and be a part of a team that shapes the financial landscape.

Research The Company

Time to put on your detective hat and do some research on your target company. Look at their website, LinkedIn, Twitter, Facebook, and other platforms. You are looking for any piece of intel that will give you the leg up.

  • Find out about recent work/projects they have undertaken or will be embarking on (highlight your experience in these areas on your CV)
  • Find out what software/processes they use and make sure you include your proficiency in them in your CV
  • Learn what interview questions you might expect should you make it that far

See if you know anyone who works there and/or connect (LinkedIn) with people ahead of the interview. A little nepotism could never hurt, and you might be able to glean more information about the role/hiring process in the meantime.

Find A Good CV Template

When selecting a CV template, it’s essential to opt for a simple design and structure. Not only are straightforward layouts more compatible with Applicant Tracking Systems (ATS), but they also make it easier for recruiters and hiring managers to quickly identify and understand key details. A clutter-free and organized CV ensures that your most important information stands out, facilitating a smoother review process for potential employers.

This is the CV template that we recommend (click here)

Write 2 Or 3 Bullet Points As A ‘Professional Summary’

A handy approach is to craft three sentences: the first highlighting your qualifications and experience, the second showcasing your biggest professional achievement, and the third detailing your most recent experience.

Investment Banker Professional Summary Example

  • With over 10 years of experience in investment banking, holding an MBA from Harvard Business School, and a CFA charterholder; expertise in mergers and acquisitions, capital market transactions, and financial restructuring. Proficient in financial modeling using Excel and Bloomberg Terminal, adept in creating pitch decks and leading due diligence processes.
  • Successfully led a high-profile merger between two leading tech companies, valued at $5 billion, overseeing all aspects of deal structuring, negotiations, and regulatory compliance, resulting in a 20% increase in market share for the client.
  • Recently managed a portfolio of corporate clients, focusing on developing tailored financial solutions, including IPOs and private equity funding, leveraging in-depth market analysis and trend forecasting to maximize client wealth and satisfaction.

Detail Your Employment History

Begin by listing your employment history in reverse chronological order, starting with your most recent role. This allows potential employers to see your recent experience upfront, which holds greater value. Keep in mind that brevity is key.

As you go further back in time, reduce the level of detail to ensure your CV doesn’t exceed two pages. Employers are less likely to read lengthy CVs.

When describing your job responsibilities on your CV, focus on highlighting your accomplishments, not just listing your duties. For example, rather than simply stating “Managed financial portfolios,” you could say, “Effectively managed financial portfolios totaling $10 million, consistently outperforming market benchmarks by 15%.” This approach shows you not only handled portfolio management but also excelled in growing investments significantly. It’s a way to demonstrate your skills and success in a real-world context, making your experience more impressive and relevant to a potential employer in investment banking.

Detail Your Education History

Keep your CV concise, aiming for a two-page limit. The education section can often be streamlined.

Highlight the most relevant qualifications. For instance, if you have a degree, your A-levels become less significant. Similarly, if you’re in the U.S., having an MBA overshadows your high school GPA.

Unless an older educational milestone is crucial for the job or highly pertinent, focus on showcasing your Bachelor’s degree, post-graduate studies, or professional certifications. If you lack these, mention your latest qualifications. Remember, having a Master’s suggests you’ve finished school, so no need to state the obvious. Only include your educational background if it’s pertinent to the job.

CV Structure

Tactically structure your CV to the ‘most wanted’ attributes of the job description. For example, if the job description values “qualified”, then place your qualifications first; if they want someone with RECENT experience, put your last job up top. If they want multiple years of experience, highlight your tenure.

We always recommend that you have a Professional Summary up top (after your name/contact info), as it will be the first thing that anyone reads. As discussed earlier, this should be tailored towards the job advert and showcase your experience and skills in what the employer is looking for.

A fairly typical structure would go:

  1. Name and contact info
  2. Professional Summary
  3. Current (or most recent employment)
  4. Education & Professional Qualifications
  5. Employment History

WHAT NOT TO DO

Now that we’ve discussed what you should be including in your CV, let’s look at some things that you should avoid doing.

  • Do not include personal history or likes. Employers are not going to care about your hobbies, so unless you have some inside information that the hiring manager only hires people who play a particular sport, for example, then leave your extracurricular activities off your CV. This does not extend to things like volunteer or charity work. Definitely include that if you have the space.
  • Do not list your skillset and the tools/applications you have experience with. It takes up valuable space and is often obvious (Skilled in Excel…?). Instead, include these in your achievements section (Example: “Used Asana to manage and coordinate tasks for a remote team of 25 members”).
  • Do not include references or “references available on request”. If employers want a reference, they will ask you for them; otherwise, this is just wasted space on your CV.
  • Do not include a photo of yourself unless specifically asked. In many countries, including the UK and US, you should not include a photo of yourself on your CV/resume. Companies don’t want you to do it, as it opens them up to liability, and there is absolutely nothing for you to gain by doing so – plus, you are making it easier for firms to discriminate against you, either implicitly or explicitly.
  • Do not use any fancy graphic or artistic CV format. Most CVs come in a standard format, allowing Application Tracking Software, recruiters and hiring managers to easily pick out the key pieces of information they need quickly based on their experience. If you throw them a CV in an artistic format, they are more likely to get annoyed and throw your application away. This is not a situation where standing out is good. You want your skills/experience to be noted, not your CV format.
  • Do not include your previous salaries. This will severely impact your negotiation abilities down the line.

Investment Banker CV Tips – Recap

Let’s recap what we’ve discussed so far:

Tailor Your CV to the Role
Make sure your CV specifically addresses the requirements of the investment banking role you’re applying for. Highlight relevant skills and experiences.

Quantify Your Achievements
Use numbers and percentages to make your accomplishments stand out. For example, “Increased client portfolio value by 20% over two years.”

Showcase Relevant Skills
Emphasize skills critical in investment banking, like financial modeling, risk analysis, and client management.

Professional Summary
Start with a strong summary that outlines your experience, key skills, and career goals.

Relevant Education and Certifications
Include your degree, relevant courses, and any certifications like CFA or MBA, especially if they are prerequisites in the field.

Use a Clear, Professional Layout
Ensure your CV is easy to read with a clean, professional format. Use headings and bullet points for clarity.

Highlight Key Projects
Detail key projects or deals you’ve worked on, explaining your role and the project’s outcome.

Industry Keywords
Incorporate industry-specific keywords that are commonly used in investment banking job descriptions.

Proofread
? Double-check for spelling and grammar errors. A polished CV reflects attention to detail.

Update Regularly
Keep your CV updated with your latest achievements and roles in the industry.

Investment Banker CV Sample

Below is an example CV from someone with a number of years experience in the field. For an editable .DOCX version, click here.

Click here to see page 2…

How to Write a Financial Planner CV (With Examples)

by

Writing a compelling CV or resume as a financial planner is crucial for standing out in the competitive job market. This article aims to guide you through the process, providing practical tips and examples to help you showcase your skills and experience effectively.

Financial Planner CV Template

Read The Job Description / Advert

The first step is, of course, to read the job description. We need to know what the firm is looking for so that we can properly highlight these characteristics in our CV. So read back over the job description and try to pinpoint the important points. A lot of times a firm will call things “required”; if you see this, you need to make sure you include that in your CV. Similarly, if certain things are repeated throughout the advert, this indicates they are of high importance, so we will want to make sure our CV shows that as well.

When performing this analysis, take care to copy the ‘exact’ words and phrases that are being used by the hiring manager. We will want to pepper these into our CV later.

Financial Planner Job Description Example

Financial Planner Opportunity

We are seeking a dynamic and experienced Financial Planner to join our team. This is an exciting opportunity for a motivated individual passionate about wealth management and client service. As a key member of our team, you will play an integral role in providing strategic financial planning advice to our clients.

Key Responsibilities:

  • Conduct in-depth reviews of clients’ financial circumstances, current provisions, and future aims.
  • Analyze information and prepare plans best suited to individual clients’ requirements.
  • Research the marketplace and provide clients with information on new and existing products and services.
  • Design financial strategies and assist clients in making informed decisions.
  • Help clients plan for short- and long-term goals, such as education expenses and retirement.
  • Regularly review and revise plans based on changes in clients’ life circumstances.

Qualifications and Skills:

  • A degree in finance, economics, or a related field.
  • Relevant professional qualifications (e.g., CFP or similar).
  • Proven experience in a financial planning or wealth management role.
  • Strong understanding of the financial services regulatory framework.
  • Excellent analytical skills and the ability to interpret data and financial statistics.
  • Proficient in financial planning software and MS Office Suite.

Personal Attributes:

  • Outstanding communication and interpersonal abilities.
  • Commitment to maintaining high ethical standards and integrity.
  • Proactive, with a client-centered approach to financial planning.
  • Excellent problem-solving skills and the ability to think critically.
  • Ability to work effectively under pressure and meet tight deadlines.

We offer a supportive and collaborative work environment where you can grow your career. This position provides opportunities for professional development and a chance to make a significant impact on our clients’ financial health.

If you are a highly motivated individual with a passion for financial planning and a commitment to excellence, we would love to hear from you. Join us in our mission to deliver top-tier financial advice and services to our diverse client base.

Research The Company

Time to put on your detective hat and do some research on your target company. Look at their website, LinkedIn, Twitter, Facebook, and other platforms. You are looking for any piece of intel that will give you the leg up.

  • Find out about recent work/projects they have undertaken or will be embarking on (highlight your experience in these areas on your CV)
  • Find out what software/processes they use and make sure you include your proficiency in them in your CV
  • Learn what interview questions you might expect should you make it that far

See if you know anyone who works there and/or connect (LinkedIn) with people ahead of the interview. A little nepotism could never hurt, and you might be able to glean more information about the role/hiring process in the meantime.

Find A Good CV Template

When selecting a CV template, it’s essential to opt for a simple design and structure. Not only are straightforward layouts more compatible with Applicant Tracking Systems (ATS), but they also make it easier for recruiters and hiring managers to quickly identify and understand key details. A clutter-free and organized CV ensures that your most important information stands out, facilitating a smoother review process for potential employers.

This is the CV template that we recommend (click here)

Write 2 Or 3 Bullet Points As A ‘Professional Summary’

A handy approach is to craft three sentences: the first highlighting your qualifications and experience, the second showcasing your biggest professional achievement, and the third detailing your most recent experience.

Financial Planner Professional Summary Example


With over 10 years of experience in financial planning, holding a Certified Financial Planner (CFP) certification, and expertise in wealth management and retirement planning

Expertly led a team to develop an integrated financial planning strategy that increased client assets under management by 25% within a year, leveraging advanced tools like MoneyGuidePro and Excel for data analysis and projections

Recently focused on tailoring investment portfolios using Morningstar and Riskalyze, ensuring alignment with clients’ risk tolerance and long-term goals, resulting in a 95% client retention rate.

Detail Your Employment History

Begin by listing your employment history in reverse chronological order, starting with your most recent role. This allows potential employers to see your recent experience upfront, which holds greater value. Keep in mind that brevity is key.

As you go further back in time, reduce the level of detail to ensure your CV doesn’t exceed two pages. Employers are less likely to read lengthy CVs.

When writing about your responsibilities in your CV, go beyond just naming them. Show how you’ve excelled in those duties. For instance, instead of saying “Handled client financial portfolios,” you could say “Effectively managed financial portfolios for over 50 clients, consistently outperforming market benchmarks and achieving an average client satisfaction rate of 90%.” This way, you’re not only stating that you managed portfolios, but also demonstrating your success in doing so, highlighting your skills in managing multiple clients and delivering above-average results. This approach makes your experience more impactful to potential employers.

Detail Your Education History

Keep your CV concise, aiming for a two-page limit. The education section can often be streamlined.

Highlight the most relevant qualifications. For instance, if you have a degree, your A-levels become less significant. Similarly, if you’re in the U.S., having an MBA overshadows your high school GPA.

Unless an older educational milestone is crucial for the job or highly pertinent, focus on showcasing your Bachelor’s degree, post-graduate studies, or professional certifications. If you lack these, mention your latest qualifications. Remember, having a Master’s suggests you’ve finished school, so no need to state the obvious. Only include your educational background if it’s pertinent to the job.

CV Structure

Tactically structure your CV to the ‘most wanted’ attributes of the job description. For example, if the job description values “qualified”, then place your qualifications first; if they want someone with RECENT experience, put your last job up top. If they want multiple years of experience, highlight your tenure.

We always recommend that you have a Professional Summary up top (after your name/contact info), as it will be the first thing that anyone reads. As discussed earlier, this should be tailored towards the job advert and showcase your experience and skills in what the employer is looking for.

A fairly typical structure would go:

  1. Name and contact info
  2. Professional Summary
  3. Current (or most recent employment)
  4. Education & Professional Qualifications
  5. Employment History

WHAT NOT TO DO

Now that we’ve discussed what you should be including in your CV, let’s look at some things that you should avoid doing.

  • Do not include personal history or likes. Employers are not going to care about your hobbies, so unless you have some inside information that the hiring manager only hires people who play a particular sport, for example, then leave your extracurricular activities off your CV. This does not extend to things like volunteer or charity work. Definitely include that if you have the space.
  • Do not list your skillset and the tools/applications you have experience with. It takes up valuable space and is often obvious (Skilled in Excel…?). Instead, include these in your achievements section (Example: “Used Asana to manage and coordinate tasks for a remote team of 25 members”).
  • Do not include references or “references available on request”. If employers want a reference, they will ask you for them; otherwise, this is just wasted space on your CV.
  • Do not include a photo of yourself unless specifically asked. In many countries, including the UK and US, you should not include a photo of yourself on your CV/resume. Companies don’t want you to do it, as it opens them up to liability, and there is absolutely nothing for you to gain by doing so – plus, you are making it easier for firms to discriminate against you, either implicitly or explicitly.
  • Do not use any fancy graphic or artistic CV format. Most CVs come in a standard format, allowing Application Tracking Software, recruiters and hiring managers to easily pick out the key pieces of information they need quickly based on their experience. If you throw them a CV in an artistic format, they are more likely to get annoyed and throw your application away. This is not a situation where standing out is good. You want your skills/experience to be noted, not your CV format.
  • Do not include your previous salaries. This will severely impact your negotiation abilities down the line.

Financial Planner CV Tips – Recap

Let’s recap what we’ve discussed so far:


Start with a Strong Professional Summary
Begin your CV with a concise summary that highlights your experience, skills, and what makes you unique. This is your chance to grab the employer’s attention. ?

Highlight Relevant Qualifications and Certifications
Make sure to list your relevant qualifications, like a degree in finance or economics, and any professional certifications (e.g., CFP). These are crucial for establishing your credibility. ?

Detail Your Experience with Specifics
Under your work experience, don’t just list tasks. Show how you added value. For example, mention how you increased assets under management or improved client satisfaction. Use numbers for impact. ?

Showcase Your Skills
Include a section for skills. Highlight both technical skills (like proficiency in financial planning software) and soft skills (like communication and problem-solving). ?

Tailor Your CV to the Job
Customize your CV for the job you’re applying for. Use keywords from the job description. This shows you’re a good fit and helps get past automated screening tools. ?

Keep It Concise and Clear
Your CV should be easy to read. Use bullet points and avoid long paragraphs. Stick to a maximum of two pages. ?

Proofread for Errors
Make sure your CV is free from spelling and grammar errors. This shows attention to detail, a key trait for a financial planner. ✅

Include Achievements in Previous Roles
Rather than just listing responsibilities, highlight your achievements. For example, mention any successful investment strategies you developed. ?

Add Professional Memberships
If you’re a member of any relevant professional bodies, include these. It shows commitment to your profession. ?

Financial Planner CV Sample

Below is an example CV from someone with a number of years experience in the field. For an editable .DOCX version, click here.

Click here to see page 2…