Can you assess risks, suggest new strategies and help with financial planning?
If so, you could be a huge asset to any client looking for advice and financial guidance. Provided you can prove this on your CV, of course.
But if you’re in need of a little guidance yourself, we can help. Check out our top tips below, along with our client advisor CV example.
Client Advisor CV example
This example CV demonstrates how to structure and format your own Client Advisor CV, so that it can be easily digested by busy hiring managers, and quickly prove why you are suitable for the jobs you are applying to.
It also gives you a good idea of the type of skills, experience and qualifications that you need to be highlighting in your CV.
Client Advisor CV format and structure
Think your CV is just about the content within it? Think again.
Facilitate ease of reading by using a simple structure which allows anybody to easily navigate your experience.
Tips for formatting your Client Advisor CV
- Length: Your CV should always be limited to two sides of A4, regardless of whether you have a year or three decades of experience. With recruiters juggling multiple responsibilities, they don’t have time to sift through lengthy applications.
- Readability: To help busy recruiters scan through your CV, make sure your section headings stand out – bold or coloured text works well. Additionally, try to use bullet points wherever you can, as they’re far easier to skim through than huge paragraphs. Lastly, don’t be afraid of white space on your CV – a little breathing space is great for readability.
- Design & format: It’s generally best to stick to a simple CV design, as funky or elaborate designs rarely add any value to your application. A clear, modern font and a subtle colour scheme work perfectly and allow your skills, experience and achievements to speak for themselves.
- Photos: Recruiters can’t factor in appearance, gender or race into the recruitment process, so a profile photo is not usually needed. However, creative employers do like to see them, so you can choose to include one if you think it will add value to your CV .
Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our partner’s CV Builder and use one of their eye-catching professional CV templates.
When writing your CV, it’s important to structure the content into the following key sections to ensure easy digestion by busy recruiters and hiring managers:
- Contact details: List your contact details at the top of your CV to prevent them from being overlooked.
- Profile: Begin with an introductory paragraph that captures recruiters’ attention and summarises what you have to offer employers.
- Work experience/career history: List your relevant work experience in reverse chronological order, starting with your current position.
- Education: Provide a brief summary of your education and qualifications.
- Interests and hobbies: An optional section to showcase any hobbies that highlight transferable skills relevant to your target jobs.
Now you understand the basic layout of a CV, here’s what you should include in each section of yours.
Kick-start your CV with your contact details, so recruiters can get in touch easily.
Here’s what you should include:
- Mobile number
- Email address – Make sure it’s professional, with no silly nicknames.
- Location – Your town or city is sufficient, rather than a full address.
- LinkedIn profile or portfolio URL – Ensure they’ve been updated and are looking slick and professional.
Quick tip: Avoid listing your date of birth, marital status or other irrelevant details – they’re unnecessary at this stage.
Client Advisor CV Profile
This short introduction paragraph should summarise your skills, experience, and knowledge, highlighting your suitability for the job.
It should be compelling enough to encourage recruiters to read through the rest of your CV.
How to write a good CV profile:
- Make it short and sharp: Recruiters have piles of CVs to read through and limited time to dedicate to each, so it pays to showcase your abilities in as few words as possible. 3-4 lines is ideal.
- Tailor it: Before writing your CV, make sure to do some research. Figure out exactly what your desired employers are looking for and make sure that you are making those requirements prominent in your CV profile, and throughout.
- Don’t add an objective: Avoid discussing your career goals in your CV profile – if you think they’re necessary, briefly mention them in your cover letter instead.
- Avoid generic phrases: Clichés like “blue-sky thinker with a go-getter attitude” might sound impressive to you, but they don’t actually tell the recruiter much about you. Concentrate on highlighting hard facts and skills, as recruiters are more likely to take these on board.
Example CV profile for Client Advisor
What to include in your Client Advisor CV profile?
- Experience overview: Recruiters will want to know what type of companies you’ve worked for, industries you have knowledge of, and the type of work you’ve carried out in the past, so give them a summary of this in your profile.
- Targeted skills: Make your most relevant Client Advisor key skills clear in your profile. These should be tailored to the specific role you’re applying for – so make sure to check the job description first, and aim to match their requirements as closely as you can.
- Important qualifications: Be sure to outline your relevant Client Advisor qualifications, so that anyone reading the CV can instantly see you are qualified for the jobs you are applying to.
Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our partner’s CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.
Core skills section
Add a core skills section below your profile to draw attention to your most applicable skills and make them stand out to readers.
This should consist of 2-3 columns of bullet points that emphasise your relevant skills.
Before creating this section, review the job description and compile a list of any specific skills, specializations, or knowledge needed. Incorporate these findings into your list to portray yourself as the ideal candidate for the position.
Important skills for your Client Advisor CV
Client Relationship Management – Building and maintaining strong relationships with clients, understanding their needs, and providing appropriate solutions and recommendations.
Sales and Negotiation – Utilising sales techniques and negotiation skills to effectively close deals, upsell products or services, and achieve sales targets.
Product Knowledge – Maintaining an in-depth knowledge of the company’s products or services, including features, benefits, and pricing, to effectively advise and guide clients.
Financial Acumen – Utilising knowledge of financial concepts, such as budgeting, financial analysis, and risk assessment, to provide informed financial advice and support.
Problem Resolution – Identifying and resolving client issues or concerns, finding creative solutions, and addressing challenges effectively.
Client Communication – Effectively communicating with clients, understanding their requirements, and providing clear and concise explanations.
Customer Service – Delivering exceptional customer service, handling inquiries, resolving complaints, and ensuring client satisfaction.
Data Analysis – Evaluating client data, identifying trends, and making data-driven recommendations or decisions.
CRM Software – Utilising customer relationship management (CRM) software to track client interactions, manage accounts, and streamline processes.
Industry Knowledge – Maintaining up-to-date knowledge of the industry, market trends, competitors, and regulatory requirements to provide accurate and relevant advice to clients.
Quick tip: Our partner’s CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.
Now it’s time to get stuck into your work experience, which should make up the bulk of your CV.
Begin with your current (or most recent) job, and work your way backwards.
If you’ve got too much experience to fit onto two pages, prioritise space for your most recent and relevant roles.
Structuring each job
Recruiters will be keen to gain a better idea of where you’ve worked and how you apply your skill-set in the workplace.
However, if they’re faced with huge, hard-to-read paragraphs, they may just gloss over it and move onto the next application.
To avoid this, use the simple 3-step role structure, as shown below:
Begin with a summary of your role, detailing what the purpose of your job was, who you reported to and what size of team you were part of (or led).
Use bullet points to detail the key responsibilities of your role, highlighting hard skills, software and knowledge wherever you can.
Keep them short and sharp to make them easily digestible by readers.
Finish off by showcasing 1-3 key achievements made within the role.
This could be anything that had a positive effect on your company, clients or customers, such as saving time or money, receiving exemplary feedback or receiving an award.
Sample job description for Client Advisor CV
Interact with clients daily to offer information about products/services, and answer questions, for a firm that provides clarity, confidence, and financial solutions that help clients in 120+ countries protect and grow their business.
- Prepare presentations that clearly articulate the organisation’s value proposition.
- Meet with clients to understand and discuss their financial goals, insurance coverage needs, and risk tolerance.
- Explain the benefits and features of financial opportunities, as well as assist clients set up accounts, including choosing between mutual funds, stocks, bonds, and other securities.
- Comply with regulatory standards by communicating with customers and carriers to evaluate quotes and generate required documentation.
Quick tip: Create impressive job descriptions easily in our partner’s CV Builder by adding pre-written job phrases for every industry and career stage.
Next up, you should list your education and qualifications.
This can include your formal qualifications (a degree, A-Levels and GCSEs), as well as sector-specific Client Advisor qualifications and/or training.
While school leavers and recent grads should include a lot of detail here to make up for the lack of work experience, experienced candidates may benefit from a shorter education section, as your work experience section will be more important to recruiters.
Hobbies and interests
This section is entirely optional, so you’ll have to use your own judgement to figure out if it’s worth including.
If your hobbies and interests could make you appear more suitable for your dream job, then they are definitely worth adding.
Interests which are related to the industry, or hobbies like sports teams or volunteering, which display valuable transferable skills might be worth including.
A strong, compelling CV is essential to get noticed and land interviews with the best employers.
To ensure your CV stands out from the competition, make sure to tailor it to your target role and pack it with sector-specific skills and results.
Remember to triple-check for spelling and grammar errors before hitting send.
Good luck with the job search!