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How to Write a Financial Planner CV

Build a financial planner CV highlighting client portfolio growth and retention rates.

Why tailoring matters for Financial Planner roles

Recruiters hiring for Financial Planner positions receive hundreds of applications per role. Applicant tracking systems filter out CVs that don't match key requirements. A tailored CV that mirrors the job description's language passes ATS filters and reaches human reviewers faster.

Example bullet points for a Financial Planner CV

Strong Financial Planner CVs lead with measurable achievements. Here are examples of high-impact bullet points:

  • •Managed £30M client portfolio with 98% annual retention rate
  • •Grew assets under advice by 25% year-on-year through referrals and new client acquisition
  • •Structured tax-efficient investment strategies saving clients an average of £15K annually

Key skills and keywords for Financial Planner CVs

Based on analysis of Finance job descriptions, these are the most in-demand skills for Financial Planner roles:

wealth managementretirement planninginvestment advicepensiontax planningclient relationshipsFCA regulated

How to tailor your Financial Planner CV with Landed

  1. 1.Upload your existing CV or create one from scratch using our builder.
  2. 2.Paste the Financial Planner job description. Landed identifies every key requirement and keyword.
  3. 3.Get a tailored CV that aligns your experience with the role — in under 60 seconds.

Common mistakes on Financial Planner CVs

  • •Using a generic CV instead of tailoring to each Finance role
  • •Listing responsibilities instead of measurable achievements
  • •Missing key Finance terminology that ATS systems scan for
  • •Formatting that breaks applicant tracking system parsers

Financial Planner CV — Frequently Asked Questions

What should I include in a Financial Planner CV?▾
Focus on measurable achievements relevant to Finance roles. Include key skills like wealth management, retirement planning, investment advice, and quantify your impact wherever possible. Tailor each application to the specific job description.
How long should a Financial Planner CV be?▾
For most Financial Planner roles, aim for 1–2 pages. Early-career candidates should keep it to one page. Senior professionals with 10+ years of experience can extend to two pages if every line adds value.
How do I pass ATS filters for Financial Planner roles?▾
Mirror the exact language from the job description. Use standard section headings and avoid tables, columns, or graphics that confuse parsers. Landed automates this — paste any Financial Planner job listing and get an ATS-optimised CV in seconds.

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