Ad Code



Financial Advisor CV Example

Financial Advisor CV example and template. Amend as suitable and create your own CV in seconds. Your job is to help people choose right financial products and services.

You will need to pass many exams and have great deal of experience in Finance.

Financial advisor jobs can be found on the job sites online. Visit the major job boards and start searching current vacancies and apply for the ones that are near you or you are prepared to relocate for.

- You would also need to write a cover letter for the job applications. Click here to view examples of covering letters.

- If you have any questions about your career then visit our job seekers forums today.

Here is the Financial Adviser CV Template:

financial advisor cv example

Ben Andrews: Financial Advisor.

0208 123 456789

1 Job Hunter Way, Employmentville, UK. EM1 5LO

Your email address here

Professional Profile

As a financial advisor it is my duty to ensure that I give the most honest and sensible advice to people as possible. I can advise on all aspects of finance, such as debt advice, investing, mortgages, credit cards and loans and shares.

  • Trustworthy.

  • Sensible and practical.

  • Approachable and Friendly.

  • Mathematical.

  • Highly organised.

  • Neat and Tidy.

  • Intuitive.

  • Flexible.

  • Adaptable.

Professional Qualifications.

Registered Financial Advisor.

Work History

January 2010 - Present

Financial Advisor, BuyNSell shares, London

Working for this small firm of Stock brokers it was my main duty to ensure that my clients were advised on investing their money in financially sensible share options. I worked with a variety of different clients who all had different levels of risk when it came to investing so I had to provide a tailored solution for each investor to ensure that they got the best possible returns for their money.

January 2008- January 2010

Financial Advisor, Debt Free Masters, London.

I worked for Debt Free Masters as a financial advisor in order to try and help people get out of debt, and manage their finances properly. I would have to log details of all of their debts and the amounts, and who the creditors was, and then devise a plan for the client to make repayment within their budget, or assist them in filing for bankruptcy or an IVA or other debt management solutions.

January 2007 – January 2008

Financial Advisor, Camelot, London

Working for the UK’s leading lottery and gambling company as a financial advisor saw me dealing with newly made millionaires. I would have to meet with winners of substantial sums and help to guide them through the various aspects of handling such a large amount of cash. This would typically entail discussing high interest accounts, investment and trust options, advice on dealing with relatives and the public following such a windfall, and how to make the money grow.


GCSE 10xA Grades including English, Maths and Science.

Londonberry Comprehensive School




References are available on request, or in writing to the above previous employers.

Copyright Notice:
This CV Example cannot be published on any other site without prior permission however you are more than welcome to link to this page.

Post a Comment