As a financial planner, you’re adept at crafting strategies that secure your clients’ futures, but now it’s time to finesse your own by refining your resume.
To give you the edge in a competitive market, we’ve prepared a guide brimming with insights and tailored advice.
Check out our Financial Planner resume example below to kick-start your application with confidence.
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Financial Planner Resume Example
This example Financial Planner resume showcases the optimal structure and great content to include in your own resume.
Designed to be professional and easy for recruiters to read, it serves as an excellent example of a good Financial Planner resume.
Next, we’ll guide you through the process of developing a compelling Financial Planner resume of your own.
Financial Planner resume structure & format
Resume structure
If you want to bag job interviews, you need to give recruiters the info they want.
These are the key sections you need to include in your resume structure:
- Contact details: Your name and how to get in touch with you.
- Resume summary: A brief summary of your skills and experience – designed to grab recruiters’ attention.
- Core skills: A bullet pointed list of your most relevant Financial Planner skills.
- Work experience: Your recent job history in reverse chronological order.
- Education: A list of your education and qualifications.
- Additional info (optional): Any other information that could sway a hiring decision in your favour (like hobbies and interests).
How to format your Financial Planner resume
To make a strong impression, your resume format must be both professionally stylish and easy for recruiters to read quickly.
Here are our vital formatting tips to make your resume both appealing and reader-friendly.
- Resume length: Keep your resume short and sweet, ideally around 1 to 2 pages, as recruiters have loads to get through daily and not much time to read each one.
- Font & colour scheme: Opt for a straightforward font that’s easy on the eyes, avoiding fancy ones that could be hard to read. Stick to a black-text-on-white background, but don’t hesitate to add a touch of colour to make your resume pop.
- Page layout: Ensure your page is divided into clear sections with bold headings or borders, as this enables readers to quickly pinpoint the information they’re interested in.
- Break text up: Break up text with concise bullet points and brief paragraphs, ensuring busy recruiters can easily absorb the info.
- Photos: In Australia, photos aren’t compulsory, but you can include a small headshot at the top if you want.
Quick tip: Achieving a professional look for your resume can be difficult and time-consuming. If you want to create an attractive resume quickly, try our Resume Builder and use one of our eye-catching professional resume templates.
Contact Details
Employers need to know who you are, and how to contact you – so whilst your contact details section is fairly simple, it’s important to get it right.
Add these 4 essential details to the top of your resume, trying not to take up too much space:
- Your name and a professional title: (e.g. Marketing Manager or Management Accountant) Tailor the title to match your target jobs.
- Email address: Ensure that it look professional (e.g.shane.smith21@gmail.com) and don’t use an old one with your school nickname in like shanzeybwoySmitho666@gmail.com.
- Phone number: Ideally your mobile so that you can be easily reached. Don’t forget to tripe check the number is correct!
- Location: Add the general location of where you are looking to work (e.g. Sydney, Brisbane).
You can also add some of the following details optionally:
- Webpage links: You can link out to a relevant social profile such as LinkedIn or even a portfolio. Make sure anything you link to is high-quality and kept up-to-date.
- Photograph: Photographs aren’t normally required but employers in creative industries sometimes like to see them. If you decide to add, make sure that you look professional and don’t take up too much space on the page with it.
You do not need to add personal details such as your date of birth, full address, or gender. These details aren’t needed to make a hiring decision and will waste space on your resume.
Financial Planner Resume Summary
Your resume summary is a crucial, concise introductory paragraph located at the top of your resume. It’s your opportunity to provide a snapshot of your professional strengths and demonstrate your fit for the role.
To capture the recruiters’ interest immediately and motivate them to delve deeper into your resume, follow these strategic tips:
- Keep it short: Keep your summary between 3 to 5 sentences long so it can be read within seconds. Save the detail for your work experience section.
- Tailor to target jobs: Fill your summary with as many keywords from the job adverts you are targeting as possible. This will ensure recruiters instantly see your suitability.
- Avoid using cliches: Resist the temptation to describe yourself as a “self-starter” or a “results-driven professional” – these clichés offer little insight into your actual capabilities.
Financial Planner resume summary example
What to include in your Financial Planner resume summary
- Summary of your experience: What kind of companies have you worked for? What types of jobs have you done? Give employers a clear picture of your experience.
- Relevant skills: Tell employers you have the right skills for Financial Planner roles by detailing your most relevant skills for the job.
- Qualifications: Ensure to briefly note any qualifications relevant to Financial Planner roles, indicating your suitability for the position.
- Benefits of hiring you: Why should a employer hire you? Will you save them money? Improve their productivity? Or get them more customers?
Quick tip: Choose from hundreds of pre-written summaries across all industries, and add one to your resume with one-click in our Resume Builder. All written by recruitment experts and easily tailored to suit your unique skillset and style.
Core skills section
If you really want to ensure that your resume gets noticed, add a core skills section.
It’s a bullet pointed list of your most in-demand skills relating to Financial Planner jobs.
Keep each one under 4 words in length, so they jump off the page and are easily spotted by even the busiest hiring managers.
Skills for your Financial Planner resume
Financial Modelling – Constructing and maintaining complex financial models to forecast a company’s financial performance and assist with strategic decision making.
Investment Portfolio Construction – Crafting diversified investment portfolios tailored to clients’ risk profiles and financial objectives.
Tax Planning Strategies – Providing advice on tax minimisation strategies while ensuring compliance with the Australian Taxation Office regulations.
Superannuation Advisory – Offering expertise in superannuation funds, including self-managed super funds (SMSF), to maximise retirement savings.
Insurance Analysis – Assessing clients’ insurance needs and recommending appropriate types and levels of coverage to protect their financial wellbeing.
Estate Planning – Assisting clients in estate planning, including wills and trusts, to ensure their wealth is distributed according to their wishes.
Debt Management – Advising on strategies for managing and reducing debt, including mortgage structuring and personal loans.
Regulatory Compliance – Ensuring financial advice and practices adhere to the Australian Securities and Investments Commission (ASIC) guidelines and other relevant legislation.
Cash Flow Forecasting – Analysing and projecting clients’ cash flow to optimise their financial position and support their long-term financial plans.
Retirement Planning – Providing guidance on retirement strategies, including superannuation, pension schemes, and savings plans to secure clients’ financial future.
Quick tip: Our Resume Builder contains thousands of in-demand skills for every profession that can be added to your resume in seconds – saving you time and greatly improving your chances of landing job interviews and getting hired.
Work experience section
Use your work experience section to highlight the value you offer to employers.
Arrange your employment history in reverse chronological order, concentrating primarily on your experiences from the past 3-5 years.
Structuring your jobs
To make your responsibilities clear to recruiters, present your previous jobs in the following format.
Outline
Start with a 1 to 2 line outline of the job, including what the employer does, where you sit within the organisation, and the overall goal of the job.
Key responsibilities
Outline your primary duties in 5-8 bullet points, focusing on essential skills, tools, and expertise.
Ensure each point is succinct, indicating your interactions within the company and your contributions to its success.
Key achievements
Lastly, prove impact by highlight 1-3 key achievements that you made within the role.
Struggling to think of an achievement? If it had a positive impact on your company, it counts.
For example, you might have increased company profits, improved processes, or helped a customer to achieve their goals.
Add numbers to quantify your achievements if you can.
Example job for Financial Planner resume
Outline
Work for one of the largest firms in the financial sector and a leading auditor to PIEs, tasked with providing a balanced economic perspective to individuals, start-ups, SMEs, public companies, global corporations.
Key Responsibilities
- Provide a range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.
- Manage a portfolio of existing MFP clients to ensure planning opportunities are identified.
- Deliver appropriate financial planning advice to LLP and externally referred clients.
- Take the responsibility of the delivery part in the growth plans for the office.
Quick tip: Create impressive job descriptions easily in our Resume Builder by adding pre-written job phrases for every industry and career stage.
Education section
In the lower part of your resume, add a section dedicated to education.
Present this information in a bullet-point format, concentrating on qualifications that are directly relevant to Financial Planner jobs.
Candidates with extensive professional experience can limit this section to key details, whereas if you have little or no experience you should expand on your academic achievements to demonstrate relevant skills.
This section can include:
- University degrees
- Industry specific qualifications for Financial Planner jobs
- Vocational education and training (VET) diplomas
- Senior Secondary Certificate of Education (SSCE)
Additional information (optional)
Consider placing an additional info section at the bottom of your resume for extracurricular details that might make you more attractive to employers.
This section can showcase hobbies, awards, publications, or a catalogue of technical skills.
Ensure anything you list here is relevant to your job or notably remarkable.
Refrain from mentioning generic hobbies such as watching TV or hanging out with friends, as they do not enhance your professional profile.
Although creating a standout Financial Planner resume is no small feat, following these steps will help you produce a resume that not only draws responses from recruiters but also results in a significant number of interviews.
Remember to thoroughly proofread your resume and adapt it to each specific job to ensure it remains relevant.
Good luck with your job search!