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Financial Advisor CV Template + Tips and Download

Sobhan Mohmand, Career Expert 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
Lancashire
SD8 7UF
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.

Achievements

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

Education

2011 – 2014

BSc Accounting and Finance

University of Birmingham

Grade 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 Levels

Cadbury College

2002 – 2008
Results: 12 GCSEs at Grades A*-C.

GCSEs

Waverley School

Work experience

Jul 2014 – Present

Financial 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 2015

Data 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

Qualifications

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

Skills

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.

References

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.

Preview

Download

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).

Tips

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).

OVERVIEW

SALARY RANGE
£20.000 – £60.000
ENTRY
Degree and Relevant Work Experience
WORKING HOURS
38+ hours per week

Competencies

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