FINANCIAL PLANNER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Apr 2, 2025 - The Financial Planner possesses strong expertise in investment types, pension income options, and personal taxation, with the ability to explain financial concepts clearly and effectively. This role requires high ethical standards, excellent communication and networking skills, and the ability to work independently or collaboratively in a team. The planner maintains strong organizational skills, proficiency in Microsoft systems, and a disciplined, motivated approach to achieving professional goals.

Essential Hard and Soft Skills for a Financial Planner Resume
  • Financial Planning
  • Investment Analysis
  • Budget Preparation
  • Tax Planning
  • Retirement Projections
  • Risk Management
  • Estate Planning
  • Forecast Modeling
  • Regulation Knowledge
  • Data Analysis
  • Client Communication
  • Team Collaboration
  • Relationship Building
  • Business Development
  • Strategy Communication
  • Creative Problem-Solving
  • Prospect Follow-up
  • Customer Service
  • Performance Coaching
  • Referral Networking

Summary of Financial Planner Knowledge and Qualifications on Resume

1. BA in Actuarial Science with 5 years of Experience

  • Complete CFP or PFS designation 
  • Experience of working in Financial Planning/ SMSF Accounting, preferably with financial planning software
  • Comprehensive verbal and written English skills
  • Experience in the finance industry, preferably working with an Australian firm
  • Experience in revenue, billing, and invoicing
  • Previous Canadian Securities Course (CSC) 
  • Complete the Conduct and Practices Handbook (CPH)
  • Complete Wealth Management Essentials (WME)
  • Achieve the Certified Financial Planner designation
  • Deep understanding of the industry, competitive landscape, and economic market issues
  • Ability to work collaboratively and independently, provide assistance, and build relationships

2. BA in Wealth Management with 6 years of Experience

  • Timely servicing of existing clients and meeting deadlines
  • Strong relationships are required with peers and the ability to build relationships
  • Ability to maintain own CPD and technical excellence whilst handling client duties
  • Ability to promote Financial Planning / Wealth Planning in the most positive light
  • Ability to engage in dialogue with investment managers and team leaders within the Edinburgh office
  • Calm, methodical, and with a long-term commercial view
  • Be able to mentor colleagues to help with organic growth and sustainability
  • Able to quickly build trust and confidence in all business relationships
  • Quick thinker and generous
  • Able to put oneself in the client's shoes       

3. BA in Financial Planning with 4 years of Experience

  • Previous sales experience is an advantage
  • Strong leadership capability
  • Previous good communication skills
  • Willing to attend training, seminars, and meetings 
  • Experience using standard financial planning software and adaptability to Northstar's proprietary (new) tech
  • Proficiency in performing custom analyses in a program such as Microsoft Excel
  • Ability to support our members and build a trusting relationship over a text-based interface, phone, and video chats to help them implement the financial plan and answer ad-hoc questions
  • Strong qualities of empathy, kindness, and emotional intelligence
  • Must be highly flexible and confidential with all matters
  • Excellent written and verbal English communication skills

4. BA in Public Administration with 5 years of Experience

  • Extensive experience working as a Financial Planner
  • Strong business acumen and the ability to build strong relationships
  • Great understanding of compliance frameworks in the advice industry
  • Complete ADFP or CFP accreditation
  • Relevant experience in financial business development and advisory services
  • Hold a Certified Financial Planner certification (CFP) 
  • Hold a Valid license as a Mutual Fund Sales Representative (MFSR)
  • Excellent knowledge of French and English (spoken and written).
  • Able to work under pressure and on flexible time
  • Strong computer experience, including Microsoft Word and Excel

5. BA in Statistics with 1 year of Experience

  • Excellent standard of written and verbal communication
  • Technical competence across all areas of financial planning
  • Good decision-making skills
  • Excellent attention to detail and analytical mind
  • Excellent time management skills with an ability to work to deadlines
  • Ability to coach and provide feedback
  • Experience in a Financial Planning role in a similar environment
  • Experience of working with IT systems that support this service
  • Good technical knowledge and understanding of relevant regulations and rules
  • Fluent in Bahasa, Malaysia, English, spoken and written

6. BA in Management with 2 years of Experience

  • Understand and explain in a non-jargon fashion the merits and detractions of all investment types
  • Explain effectively the benefits of discretionary portfolio management against other investment options available
  • Good knowledge of personal taxation, in particular, income tax, capital gains tax, and inheritance tax
  • Understand and assess the suitability of available pension income options, including annuities, phased retirement, and income drawdown
  • Able to be self-motivated, determined, ambitious and hardworking
  • Self-starter who can work alone or in a team
  • Excellent communication and Networking skills
  • Be honest, ethical and professional
  • Experience with Aged Care
  • Be organized, responsible, and with high professional standards
  • Proficient in Microsoft systems
  • Hardworking, passionate, self-disciplined, and good time management skills
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