Financial Advisor CV Example

A financial advisor CV that includes all the necessary details and is tailored carefully to the job description puts you in a great position. It can help you pass the ATS screening stage, make a strong impression with the employer and reach the latter stages of the recruitment process. We’ll now review the essential sections of a CV and outline how to write each for the strongest results.

Key sections for a financial advisor CV

Your financial advisor CV strategy will depend on various factors, including your previous experience, your seniority and the details listed in the job description.

However, at any stage of your career, a financial advisor CV serves as a professional biography that must clearly illustrate your career trajectory. To help you tell that story effectively, we will now break down the document piece-by-piece, starting with your contact header and moving through the key pieces of your professional path.

CV Header

Start your financial advisor CV with a professional-looking header that includes all the relevant contact information. This usually includes your name, your email address, your phone number and your location, but not your full address. Additionally, including your LinkedIn profile as a URL can be useful, as it will help the reader to quickly and easily access further information about your career and credentials.

When you're applying for jobs in the UK, it's generally not advisable to include a photo or more personal details than are strictly necessary, such as your age, gender, ethnicity or nationality. Including these can jeopardise the recruitment process by introducing bias, and can fall foul of the Equality Act 2010.

CV Summary

Below your CV header, the next section tends to be a CV summary or CV objective. This paragraph briefly explains a few of your key skills and qualities, so employers can easily understand whether you're likely to be a suitable candidate for the financial advisor job. The CV objective provides an alternative to the standard CV summary. While the CV summary focuses on your skills and achievements through your work experience, a CV objective highlights your ambitions and plans for the future, including how the role fits with these. This makes it ideal for junior candidates.

For either a CV summary or an objective, aim for a length of two or three sentences. Showcase a few key skills, personal qualities and career achievements or ambitions, always reviewing the job description as you write, to show how you fulfil the requirements of the role.

A good CV summary would typically focus on a couple of key skills that match the job description, demonstrating how you've used them to good effect in previous roles. It's important to focus on your unique qualities and provide a preview of how they've made an impact in your career to date, which you'll unpack later in the document. Find an example below of a positive financial advisor CV summary, characterised by evidence to support your claims and well-structured, easy-to-read sentences.

Above is an example of CV summary that doesn't follow best practice, with some subtle shortcomings and failings. Common mistakes that lead to an ineffective summary include a lack of quantifiable experience, vague statements or failing to tailor your summary to the job description. Long, rambling sentences that lack structure can also make your summary harder to read.

Work Experience

A CV's work experience section is usually its most important element. Employers tend to value the work experience section, as it shows evidence of how you've put your relevant skills to good use in your career to date. Always tailor this section of your CV, focusing on keywords and phrases that match the job description, so employers can assess how you might put the same skills and qualities to good use in the future.

List only relevant previous jobs, and add your job title, the name of the employer, its location and your dates of employment. Under this, write several bullet points showing employers how your skills and key qualities contributed to positive outcomes.

What differentiates one CV work experience section from all the others is the use of action verbs and quantifiable evidence in your bullet points. It should showcase how your actions led to positive outcomes for the employer, and show a progression in your skills throughout your career. Take a look at an example of a strong financial advisor CV work experience section below.

Above you can see an example of what not to do with your financial advisor CV work experience section. A poor work experience section might look more like a generic list of responsibilities rather than an account of how you've used your skills to positive effect in previous roles. It might also include old or irrelevant job entries and lack tailoring to the job description.

Education

Your education section should showcase your most recent and highest qualifications, paying particular attention to anything that's specifically required for the role.

To be eligible for financial advisor positions, you typically need to have a relevant university degree, and include it in your CV. If you have a Bachelor of Science in Finance or another related degree that qualifies you for the role, you should definitely mention it in your CV, along with any other degrees or qualifications that highlight your most relevant skills, such as proficiency in financial modelling or understanding of risk assessment.

Creating the education section of your CV means selecting the most relevant and highest qualifications, and listing them in reverse-chronological order, starting with your most recent achievements and working back from there. For each entry, include the name and level of the degree or certification, the institution, its location and your graduation date or dates of study. To emphasise your qualifications and achievements, you might wish to include one or two bullet points, which highlight things like specialist areas of study, projects, dissertations or society memberships.

You might also wish to add specialist qualifications, certifications or licences that are required for the role. If you add any of these, include the expiry date, if the qualification requires renewal in the future.

Skills

The skills section of a financial advisor CV provides space for showcasing the key skills and qualities that set you apart as a candidate. You'll want to only include the most relevant skills, so review the job description and list hard and soft skills that match the requirements, while reserving some space to mention your own unique characteristics. In a financial advisor CV, only list the most relevant and essential skills you possess, such as empathy and knowledge of regulatory compliance, to make a positive first impression and show you're qualified for the financial advisor position.

Hard Skills

Hard skills refer to the technical and specialist skills required for the everyday duties of the job. They might include specialist knowledge, or the use of certain software and equipment. You can gain these skills through study, training or industry experience, and they might require a licence or certification. For financial advisor jobs, critical hard skills you've gained in your career can include knowledge of regulatory compliance, and understanding of risk assessment. Review the job description, and include four or five key hard skills in your CV that show employers you're capable of completing the key duties of the role.

The best hard skills section will contain a mix of your strongest technical skills and those listed in the job description as 'essential' or 'desirable'. The closer your skills list is to matching the essential job description skills, the better your chances of success.

The following section highlights skills that are commonly listed under hard skills in a financial advisor CV:

Soft Skills

Soft skills are distinct from hard skills and tend to reflect your inherent personal qualities and strengths. These are often more transferable to different roles, and help the reader understand your working style, and your likely fit to the team and the organisational culture. Transferable skills are among the most in-demand skills for employers, with rapidly changing and evolving ways of working requiring ever-more flexible and adaptable employees. Soft skills are also highly valuable for junior and entry-level positions, where candidates aren't expected to have a wealth of relevant work experience and career achievements.

Similar to your hard skills section, it's best to first review the job description to know which soft skills to focus on in your financial advisor CV. You'll want to include a combination of soft skills that you can provide evidence for throughout your CV. Draft a list of up to five key soft and transferable skills, combining the most essential skills from the job description with your strongest personal qualities.

Consider the following soft skills that frequently appear in a financial advisor CV.

Language Skills

If you speak a foreign language, it can be beneficial to include a languages section on your financial advisor CV. Whether languages are a requirement of the job description or not, if your CV lists additional languages, this typically reflects well on you as a candidate. Within this section, list the foreign languages you speak to a reasonable degree of competence, together with an indicator of your skill levels.

There are several methods of confirming your foreign language skills on your CV. The simplest way is by assigning a basic descriptive word, such as:

• English: Fluent
• Spanish: Intermediate

You might choose to adopt an international standard framework for languages, such as the Common European Framework of Reference (CEFR). This assigns a standardised level to your language skills, for example:

• A1: Beginner
• A2: Elementary
• B1: Intermediate
• B2: Upper intermediate
• C1: Advanced
• C2: Proficiency

Certifications and Licences

To showcase additional qualifications and training beyond the basic requirements for the role, consider adding a certifications section to your CV. It can be a valuable way of differentiating yourself from other candidates and showing employers your dedication, motivation and commitment to professional development. Furthermore, the CV certifications and training section is a great showcase for official licences and certifications when applying for roles where these are a key requirement listed in the job description. These could include positions where the use of specialist software and equipment is a routine part of your everyday responsibilities.

Here are some key examples of certifications and licences that you could add to your CV for financial advisor positions:

Additional Sections

In addition to the core sections of your CV, optional sections can be a useful way of proving you've got the necessary financial advisor skills. Consider optional sections for your CV if you're looking for ways to show you're right for the job, beyond your work experience. Optional sections are particularly valuable if you haven't had the chance to build up relevant work experience, for example, if you're applying for entry-level roles or you're changing careers to a new industry or role.

You can find more detailed advice on tailoring your CV in our career resources, where we cover proven ways to highlight your skills effectively.

Hobbies and Interests

One valid way to show you have relevant skills for the job is by listing your hobbies and interests. In addition, you can use hobbies and interests to show elements of your personality that might not shine through otherwise, giving you a chance to offer something different to most candidates. However, a hobbies and interests section will only make an impact with the reader if the skills you showcase are relevant to the role. As such, only include this section if it helps you fulfil requirements of the role that you've been unable to show elsewhere.

Achievements

Compiling your key career achievements into a single list is an effective way of making your CV more readable at a glance. If you've won any awards or achieved any key milestones in your career to date, you might want to mention them here.

Volunteering

Another valuable optional section for your CV is volunteering. This section can offer a great alternative showcase for your skills and experience, if you don't have much relevant work experience. Consider adding this section if you have any relevant unpaid experience, either as a junior candidate or a career changer. For this section, use a similar structure to your work experience section.

List your job title or a description of the role, the organisation name, its location and the dates you occupied the role. Use bullet points to show employers how you put your skills to use, and any positive achievements from your time in the role.

Best action verbs for an engaging financial advisor CV

Adding strong action verbs to the bullet points in your CV's work experience section is a great way to focus on the key skills required for the job, while showing the impact you've made. Start each bullet point with an action word that reflects the job description, so the reader can easily identify your best qualities. Remember to always back up the action verbs you use with quantifiable evidence that shows the impact you made. You can use past tense for any action verbs describing previous jobs, with present tense for action verbs to describe your current role and responsibilities.

Financial advisor CV example

Now that you know exactly what to include in your financial advisor CV, we can take a look at a final, finished example below:

To get an idea of how your completed, one-page CV will look once its been fully designed, see our selection of CV examples.

How to optimise your CV for ATS screening

Many employers now use applicant tracking systems (ATS) to assist with managing the recruitment process. One of the key elements of most ATS apps is the ability to scan CVs and rank them according to their likely match to the job description. By taking on this task, the systems can save hiring managers the time and effort of reviewing every CV in detail. With vacancies regularly receiving hundreds of applications, this can increase the efficiency of the recruitment process.

Because ATS software is becoming more common in the recruitment process, it's important to make some concessions in your CV to give yourself the best chance of progressing beyond the initial screening. With that in mind, here are some tips on preparing your CV for ATS screening:

• Include keywords and phrases that match the job description, making it easy for ATS apps to identify a strong fit for the role.
• Use standard CV headings that make your CV easier to navigate, such as 'work experience', 'education' and 'skills'.
• Opt for a simple CV layout with consistent formatting, avoiding any special design elements that could make your CV harder for ATS apps to scan.
• Select a font that increases the readability of your CV, such as popular serif and sans serif fonts, between the sizes of 10 and 12 for main text and 14 and 16 for headings.
• Use bullet points instead of writing full sentences, to reduce the overall length of your CV, make it more keyword-dense and help ATS apps to scan it more easily.

There are lots of things to think about when crafting an effective, engaging financial advisor CV, but ATS compatibility is something that's easy to overcome. Use one of our expert-designed, ATS-compatible CV templates and remove the stress from creating a CV that puts you in the frame for the role.

Key takeaways for your financial advisor CV

For the best chance of impressing employers, always tailor your CV for every application and include keywords and phrases that reflect the job description. Select a suitable CV format for your experience level, and show the reader how you've used skills relevant to the role, to create a positive impact in your career to date.

Finally, building your CV using Jobseeker's HR-approved CV templates can help to catch the eye of recruiters and hiring managers, making your application stand out and giving you the best chance of gaining your dream job.

Sources:

1. Barnet Council (UK local government), Recruitment tips: How to write a supporting statement
2. Jobseeker, HR Insights