How to Write a Financial Planner CV (With Examples)

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.

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.

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.

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.

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