Financial Planner CV Example

In today’s competitive job market, having a standout CV is crucial for landing your dream job as a financial planner. Your CV is your first impression on potential employers, so it’s essential to make it count. Follow this step-by-step guide to create an impressive Financial Planner CV that will catch the attention of recruiters and hiring managers.

Step 1: Personal Profile

Your personal profile is the first section of your CV and should succinctly summarize who you are as a professional. Include a brief overview of your experience, skills, and career goals. Use keywords relevant to the financial planning industry to optimize for search engines.

Step 2: Key Skills

Highlight your key skills related to financial planning. This could include financial analysis, investment management, risk assessment, client relationship management, and proficiency in financial software. Tailor your skills to match the job description of the position you’re applying for.

Step 3: Chronological History

List your work experience in reverse chronological order, starting with your most recent position. Include the name of the company, your job title, and the dates of employment. Provide a brief description of your responsibilities and achievements in each role.

Step 4: Key Achievements

Highlight your key achievements and accomplishments in each position. Quantify your achievements where possible, using numbers and percentages to demonstrate your impact. This could include meeting financial targets, improving efficiency, or implementing successful financial strategies.

Step 5: Qualifications

List any relevant qualifications, certifications, or licenses you hold. This could include a degree in finance, accounting, or a related field, as well as professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst).

Step 6: Education

Include details of your education, including the name of the institution, the degree you obtained, and the dates of study. Highlight any academic achievements or honors relevant to your field.

Step 7: Hobbies

While optional, including a section on hobbies can provide insight into your personality and interests outside of work. Choose hobbies that showcase desirable qualities such as leadership, teamwork, or analytical thinking.

General CV Writing Advice

Keep your CV concise and to the point, aiming for no more than two pages.

Use a professional and easy-to-read font, such as Arial or Calibri.

Proofread your CV carefully to avoid spelling and grammar mistakes.

Tailor your CV to each job application, highlighting the most relevant skills and experience.

Use bullet points to make your CV easy to scan and read quickly.

Why Hire a Professional CV Writer?

Writing a standout CV can be challenging, but it’s essential for advancing your career. A professional CV writer can save you time and ensure your CV effectively showcases your skills and experience. They have a deep understanding of what recruiters and employers are looking for and can help you stand out from the competition.

Book an appointment today with expert CV writers at CVLondon to take the next step in your career journey!


Crafting a standout Financial Planner CV requires attention to detail, careful consideration of your skills and experience, and a clear understanding of what employers are looking for. By following this step-by-step guide and considering the tips provided, you can create a CV that makes a lasting impression and helps you land your dream job in financial planning.

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