A template for advisors who help clients build and protect their wealth.
Chartered Financial Planner with 7 years of experience providing holistic financial advice to high-net-worth individuals. Manages client portfolios totalling £45M+ AUM. Specialist in retirement planning, investment management, and estate planning.
Financial Advisor CVs are driven by numbers. Recruiters want to see your CII level, AUM managed, annual revenue generated, client retention rate, and specialist areas like pensions or estate planning.
Financial planning, investment management, pension planning, estate planning, cash flow modelling, FCA conduct rules, client relationship management, and financial planning software.
Not including your revenue figures. This is a commercial role. If you generate £380K annually with 98% client retention, those numbers must be in your opening summary.
One page. Lead with your CII level and AUM. Include a Key Metrics section: annual revenue, client count, retention rate, and VouchedFor rating.
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