Financial Advisor CV Template + Tips and Download - CV Plaza

Financial Advisor CV Template + Tips and Download

author Sobhan Mohmand, Career Expert         date 1 May 2021

Tip: Use the Financial Advisor CV Template below as an example to help you write your own personal and fully-tailored CV.

Dan Chapman

289 New Road
Mob: 079 6326 0097       Email: [email protected]

Personal profile statement

I am a motivated and driven Financial Advisor with a keen eye for detail and a natural ability to collect and analyse information and quickly grasp complex technical issues. I have excellent negotiation and problem-solving skills with a proven ability to manage and complete projects to the highest standard. My past work experience has given me excellent knowledge of economic trends and principles, financial markets, analysis and reporting of financial data. I take great pride in my work and strive to complete all tasks quickly and efficiently.


  • Academic Excellence Award, University of Birmingham
  • Team Leader, Clapham Runners


2011 – 2014BSc Accounting and FinanceUniversity of BirminghamGrade achieved: [2:1]

Relevant Modules:

  • Introduction to Economics
  • Academic and Professional Skills
  • Introduction to Finance
  • Management Accounting
  • Business Management

2008 – 2011
Results: Mathematics: B Economics: A Business Studies: B
A LevelsCadbury College
2002 – 2008
Results: 12 GCSEs at Grades A*-C.
GCSEsWaverley School

Work experience

Jul 2014 – PresentFinancial Advisor           Aviva

Main duties performed:

  • Providing financial advice to potential customers on a variety of issues
  • Analysing business, management and financial documents
  • Completing daily, weekly and monthly reports for managers and clients
  • Building and maintaining client base; recruiting new clients on an ongoing basis
  • Setting and reviewing monthly targets with customers
  • Organising paperwork and scheduling appointments and meetings
  • Interviewing clients to perform financial analyses
  • Selling insurance and investment plans to businesses and the public
  • Simultaneously working with several clients on multiple projects
  • Conducting Annual Reviews on behalf of the clients
  • Recommending best debt solutions based on clients individual needs
  • Researching products and preparing investment reports
  • Dealing with compliance issues
  • Completing online returns to the Financial Services Authority
  • Documented and updated all customer information
  • Having direct contact with clients including arranging and attending business meetings
  • Carrying out in-depth reviews of a client’s financial situation and providing a clear overview of opportunities available
  • Dealing with customer calls, emails and face-to-face enquiries
  • Producing financial strategies
  • Reviewing any documentation should a client’s situation change
  • Keeping up to date will all financial legislation and regulations

Feb 2015 – Sept 2015Data Analyst Intern         Field Technologies

Main duties performed:

  • Collecting data from a variety of sources, ready for the use of senior staff
  • Producing clear and concise reports and presentations
  • Working with members of staff from a variety of departments including Marketing and Human Resources
  • Carrying out research for a variety of projects and reports
  • Organising meetings and carrying out general office admin


  • IFA Level 4 Award for SME Tax Advisers (QCF)
  • IFA Level 4 Award for SME Financial Accounting (QCF)


  • I am a practical individual with excellent analytical skills with the ability to conceptualise complex data and extracting meaningful information from it
  • Strong negotiating, influencing and relationship building skills which enable me to retain more customers for the business
  • Broad knowledge in financial services and the telecoms industry
  • I take great pride in my time management and organisational skills as they enable me to correctly prioritise different caseloads and ensuring that the tasks are methodically done on time and within budget

Hobbies and interests

I am an active member of my local running team, partaking in races and charity events throughout the year. I have recently taken on the role of Team Leader giving me the opportunity to develop my management skills outside of an office environment.


Mr Charles Brown
Senior Financial Consultant, Aviva
Address: 12 Park Avenue, Chester, CE4 1PE
Tel: 0734 5732 6756
Email: [email protected]
Mrs Diana Clark
Lecturer, University of Birmingham
Address: 1 Queens Rd, Sutton, K70 3FG
Tel: 0768 6579 3452
Email: [email protected]

Please note: the above CV Example is presented in the UK format and layout.





Click here to download the above CV Sample (blank).

COLLECTION: You may also want to browse through our collection of Free CV Templates and download any of the editable CVs to create your own (available in Microsoft Word format and convertible to PDF).


  • Work experience: In order to secure a job as a Financial Advisor in this current market, you will need to demonstrate that you have some relevant work experience in the field. Your CV should, therefore, be largely focused on your previous experience in the financial sector AND your skills and abilities that will enable you to be successful at this job.

Good Luck!

Written by Sobhan Mohmand
Sobhan is a qualified Careers Advisor and Professional CV Writer with over 10 years of experience in helping job seekers get a job. He is a Member of the Careers Development Institute (CDI) and is listed on the official UK Register of Career Development Professionals. He holds a Level 6 Diploma in Career Guidance and Development (QCF).


    £20.000 – £60.000
    Degree and Relevant Work Experience
    38+ hours per week


  • Communication Skills
    Ability to communicate ideas and concepts clearly and effectively
  • Computing Skills
    Having good knowledge of computers, Microsoft Office suite and major analytical and financial services software
  • Analytical Skills
    Ability to analyse business finances and market information
  • Interpersonal Skills
    Excellent interpersonal skills to build business relationships
  • Commercial Awareness
    Having a sound commercial awareness and knowledge of business conventions, practises and strategies
  • Numeracy Skills
    Dealing with numbers and figures in a financial context

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