Example CV Template For a Financial Planner

Using a CV Template when creating a CV for a Financial Planner position is a helpful way of putting structure into your CV, and a great way to learn ideas; it is good practice to view several examples of CVs from your industry, so you can define what you would like to achieve.

Be careful when using a CV template because the content you include needs to be unique content, tailored to your experiences as a Financial Planner and specifically, about your achievements. When creating your CV, a key tip is to carefully insert your personality, give an overview of your job responsibilities and share insights about your career that you are proud of.

Start with a unique personal statement tailored specifically to you. Focus on who you are, what your strengths are and share the traits that make you a standout candidate for jobs in Finance In your CV, you need to address who you are, what you have to offer, what you are aiming for in your career and you need to let the reader understand the type of impact you will have in their company, should you be employed.

Sample CV Summary for a Financial Planner

As a Financial Planner, I ensured our clients made wise and profitable decisions to meet their financial goals. I was responsible for managing the client's finances, acted as a trusted advisor in areas such as investments, savings, and debt management.

The role required me to be highly-analytical and customer-oriented. I provided effective financial advice to a variety of individuals and businesses.

CV Example for a Financial Planner's Experience

  • Evaluating clients’ financial documents including their income, expenses, and liabilities.
  • Creating strategic financial plans and budgets for clients.
  • Offering support and guidance in financial, insurance and investment planning.
  • Preparing financial and business analysis reports.
  • Monitoring clients’ needs and adjusting their financial plans accordingly.
  • Presenting and marketing financial products and services.
  • Finding potential clients and foster long-lasting relationships.
  • Ensuring you stay updated on the latest regulations, practices and financial products.

CV Tips for a Financial Planner

  • Aptitude to analyse large amounts of financial data and comply with regulations.
  • Outstanding communication and presentation skills.
  • Must demonstrate strong attention to detail and excellent problem-solving abilities.
  • Bachelor’s degree in Accounting, Finance or similar field.