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CV Example for Financial Adviser
Name
1 Any Road, Anytown AN1 1CV
Telephone: 01234 567 890
Email: anyaddress at example.com
PROFESSIONAL PROFILE
A dynamic and results-driven professional with a positive outlook. An experienced financial adviser, with proven success in advising and selling to both personal and corporate customers. Possesses excellent interpersonal skills and the ability to communicate and negotiate concisely and articulately at all levels. Enjoys being part of, as well as managing a successful and productive team and thrives in highly pressurised and challenging working environments. Committed to achieving and exceeding demanding targets, strives to be top of the league tables while remaining focused on providing an exceptional standard of service.
KEY SKILLS & EXPERTISE
• Able to provide excellent reports and presenting to senior managers
• Customer driven and able to carry out a sales focused service
• Experienced in researching and analysing financial and marketing information
• Successfully proven to work well within a team or on my own, visiting customers at home or work
• Willingness to continue my training and development
CAREER SUMMARY
Dater – Present: Financial Adviser Company Name
Key Responsibilities:
• Experienced in meeting clients face to face for in-depth discussions
• Confident in self generating leads
• Experienced in providing tailored financial advice
• Worked evenings and weekends, visiting clients at home at their convenience
• Responsible for ensuring clients receive the best return for investments
• Monitoring and assessing trends in the market
• Successfully contributed to growth in customer base for the company
EDUCATION AND QUALIFICATIONS
Date: Diploma – Business Management
4 A Levels: Including: Mathematics; English; French
PROFESSIONAL DEVELOPMENT
• CF30
• Provision of high quality standard of service to customers
FURTHER SKILLS
• Auditing
• Investment Strategies
INTERESTS AND ACTIVITIES
Currently include: Walking, Cycling, Socialising
REFERENCES ARE AVAILABLE ON REQUEST
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