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10 Powerful Tips to Tailor Your CV for finance Jobs After Graduation


Introduction – CV for Finance

In the competitive world of finance, landing a job right after graduation can feel daunting. Recruiters in the finance industry have high expectations, and even entry-level roles require a specific set of skills, knowledge, and attention to detail. Crafting a CV for finance that stands out from the crowd isn’t just about listing your qualifications—it’s about tailoring your CV finance specifically for finance jobs. With the right approach, you can demonstrate your potential and make a memorable impression on employers.

In this guide, we’ll walk you through 10 powerful tips to create a finance CV that effectively highlights your strengths and aligns with what finance recruiters are looking for. From emphasizing relevant skills to structuring your achievements, these strategies will help you boost your chances of securing that coveted finance job after graduation.


1. Start with a Strong Professional Summary

In the UK’s competitive finance sector, a professional summary is essential for recent graduates. This summary sits at the very top of your CV, acting as a brief introduction to who you are and what you bring to the table. Since it’s the first section recruiters see, it’s your opportunity to make a memorable impression and set the tone for the rest of your CV. A well-written summary should encapsulate your qualifications, relevant experiences, and key strengths—all in a concise 3-4 sentence paragraph.

Why a Professional Summary Matters

Recruiters often spend just a few seconds on each CV, especially when hiring for entry-level finance roles with numerous applicants. A compelling professional summary helps you stand out by clearly communicating why you’re a strong fit for the role. It gives recruiters a reason to keep reading, rather than moving on to the next CV in the pile.

What to Include in Your Professional Summary

To create a standout professional summary, focus on the following elements:

  • Your Degree and Field of Study: Specify your degree (e.g., “Bachelor’s in Finance” or “Master’s in Financial Management”) so the recruiter immediately understands your educational background. This is particularly important for recent graduates whose academic qualifications are a significant part of their profile.
  • Relevant Experience: If you’ve completed an internship, placement, or part-time role related to finance, highlight it here. Even if your experience was brief, mentioning a well-known company or specific finance tasks can make a strong impression. Use industry-specific terms (e.g., “financial analysis,” “portfolio management”) to demonstrate your familiarity with finance concepts.
  • Key Skills: Mention 2-3 core skills that align with the finance industry and the role you’re applying for. For example, “financial modelling,” “data analysis,” or “risk assessment.” This is also where you should incorporate keywords from the job description, as many recruiters in the UK use Applicant Tracking Systems (ATS) that search for specific terms.
  • Personal Qualities: While it’s important to avoid clichés, mentioning a unique quality or soft skill that sets you apart can make your summary more compelling. For instance, you might describe yourself as “detail-oriented” or “proactive in problem-solving.” Avoid overused terms like “hard-working” or “dedicated,” as they don’t convey specific qualities.

Example of a Professional Summary

Here’s an example tailored for a recent finance graduate applying for a junior analyst role:

Example: “Recent Finance graduate with a Bachelor’s degree in Finance from the University of Manchester, bringing hands-on experience in financial analysis through a summer internship at ABC Capital. Skilled in financial modelling, data analysis, and proficient in software tools such as Microsoft Excel and Bloomberg. Known for meticulous attention to detail and a proactive approach to identifying and solving complex financial issues.”

In this example:

  • The candidate specifies their degree and university, establishing their educational background.
  • The internship at ABC Capital (or any recognised company name) adds weight to their profile, even if the internship was short-term.
  • Skills like “financial modelling” and “data analysis” are highlighted, showing relevance to a junior analyst role.
  • Personal qualities (“meticulous attention to detail” and “proactive”) add a unique touch to the summary without sounding generic.

Tips for Tailoring Your Summary to Each Role

A professional summary isn’t a one-size-fits-all section. It should be adjusted for each application to ensure it aligns with the specific role and company you’re targeting. Here’s how to tailor your summary effectively:

  1. Incorporate Keywords from the Job Description: Study the job description and note any recurring keywords. If the job requires “risk assessment” and “portfolio management,” try to weave these terms into your summary if they’re applicable to your skills and experience. This will increase the chances of your CV passing through ATS filters.
  2. Match Your Strengths with the Job Requirements: Think about which of your strengths are most relevant to the specific role. For example, if you’re applying to a corporate finance position, highlight analytical skills and proficiency in financial forecasting. If it’s a client-facing role, mention your communication skills and ability to work well in teams.
  3. Showcase Industry-Specific Tools: If the job description mentions particular software or tools (like Excel, SQL, Bloomberg), include them in your summary if you have experience with them. Recruiters in the UK value candidates who are already familiar with industry-standard tools, as it often means less training time.
  4. Mention Relevant Achievements or Results: If you have any quantifiable achievements from your internship or projects, include them briefly. For example, “Increased data accuracy by 15% during a financial reporting project.” Even a small accomplishment can make your summary more impressive and memorable.

Examples of Tailored Summaries

Below are a few more examples to illustrate how different roles might affect the wording of your professional summary.


For an Entry-Level Financial Analyst Role:

“Recent Finance graduate with a First-Class Honours degree from the London School of Economics and hands-on experience through a financial analysis internship at HSBC. Proficient in Excel, financial modelling, and risk assessment. Recognised for exceptional analytical skills and a strong commitment to accuracy in data interpretation and reporting.”


For a Corporate Finance Role:

“Finance graduate with a Master’s degree in Financial Management from University College London, experienced in corporate finance and budgeting through a placement at Deloitte. Skilled in financial forecasting, cash flow management, and proficient in SQL and Microsoft Excel. Known for a meticulous approach and strong problem-solving abilities.”


For a Client-Facing Finance Role (e.g., Wealth Management):

“Finance graduate with a Bachelor’s degree from King’s College London and experience in wealth management through an internship at XYZ Wealth Advisors. Proficient in client relationship management, financial planning, and data analysis. Recognised for excellent interpersonal skills and an ability to build trust with clients.”


Pro Tip: Use Action Verbs for a Stronger Impression

Using dynamic, action-oriented language can make your summary sound assertive and professional. Here are some action verbs suitable for finance CVs:

  • Analysed: Demonstrates your ability to work with data and derive insights.
  • Collaborated: Shows that you can work well with teams, a valued skill in finance.
  • Developed: Suggests that you can build and enhance processes or tools.
  • Managed: Implies leadership qualities or experience in overseeing projects or accounts.
  • Optimised: Useful for describing how you improved a process or made something more efficient.
  • Forecasted: Particularly relevant to financial planning and analysis roles, as it indicates predictive skills.

By integrating these verbs, you give your summary a polished, professional tone that reflects a proactive attitude.

Dos and Don’ts of Writing a Professional Summary

  • Do keep it concise: Aim for 3-4 sentences. Long summaries can appear cluttered and may overwhelm recruiters.
  • Do tailor it to each job: Adjust the language and focus depending on the role and the company.
  • Do use metrics if possible: Numbers, such as “increased accuracy by 10%,” can make your achievements tangible.
  • Don’t use generic terms like “hard-working” or “dedicated”: These are overused and don’t add value.
  • Don’t include irrelevant information: Stick to finance-related skills, qualifications, and experiences.

Final Thoughts on Crafting an Effective Professional Summary

A professional summary may seem like a small part of your CV, but it can have a significant impact. Think of it as a snapshot of your potential—a concise, focused summary that highlights why you’re the ideal candidate for a finance role.

Remember, the UK finance sector is competitive, and every section of your CV needs to convey value. By investing time into a compelling, tailored professional summary, you can set yourself apart from other applicants right from the start. Tailoring this section for each job application, and aligning it with the company’s culture and the job requirements, can be the key to catching a recruiter’s attention and moving closer to your first role in finance.

2. Highlight Relevant Skills with Keywords

In the finance sector, having the right skills can make or break your CV. Employers are looking for specific technical and soft skills that demonstrate your ability to handle the demands of a finance role. Including these relevant skills in your CV—and ensuring they’re in line with the job description—is critical. Not only does this show recruiters that you have the necessary competencies, but it also helps your CV pass through Applicant Tracking Systems (ATS), which scan CVs for specific keywords before they even reach a human reader.

When listing your skills, prioritise those that are directly relevant to the role you’re applying for. A good mix of technical and soft skills will help you appear well-rounded and adaptable, which is highly valued in the finance industry. Here’s a breakdown of the types of skills you should focus on, how to use keywords effectively, and examples of how to present these skills on your CV.


Why Keywords Matter in Finance CVs

Many finance firms, especially larger ones, use ATS software to streamline the recruitment process. These systems automatically scan CVs for keywords that match the job description, ranking applicants based on how well their CV aligns with the role. Using keywords related to the skills, tools, and qualifications mentioned in the job description can significantly improve your chances of making it through the initial screening.

For example, if a job description mentions “financial modelling” or “data analysis,” including these exact terms in your CV makes it more likely to pass the ATS filters. In the UK, where competition for finance roles is fierce, optimising your CV for ATS can give you an edge over other applicants.


Types of Skills to Include on a Finance CV

Your CV should ideally highlight two types of skills:

  1. Technical Skills: These are the hard skills specific to finance and essential for performing tasks in the role.
  2. Soft Skills: These interpersonal and cognitive skills enhance your ability to work effectively in a team, communicate with stakeholders, and solve problems.

1. Technical Skills for Finance Jobs

Technical skills are the backbone of any finance role. They show that you have the specific knowledge and abilities needed to handle financial data, analyse information, and make informed decisions. Here are some essential technical skills to include on a finance CV:

  • Financial Analysis: This is a core skill for any finance position, involving the ability to interpret financial data and make recommendations. Mentioning “financial analysis” is a must for roles like financial analyst, accountant, or investment banker.
  • Data Analysis: In finance, being able to work with large datasets and extract insights is highly valuable. Data analysis skills demonstrate your ability to make data-driven decisions and assess financial health.
  • Financial Modelling: Many finance roles require you to create financial models to predict future financial performance. If you have experience building models in Excel, be sure to list this skill.
  • Microsoft Excel: Excel is an industry-standard tool in finance, used for everything from data manipulation to complex calculations. If you’re proficient with Excel, especially advanced functions like pivot tables, macros, and VLOOKUPs, highlight this skill on your CV.
  • Bloomberg: Experience with Bloomberg terminals is highly regarded, particularly for roles in investment banking, trading, and asset management. Mentioning proficiency with Bloomberg shows recruiters you can conduct in-depth market research.
  • Risk Assessment: Being able to assess and mitigate financial risks is an important skill in many finance roles. If you have experience with risk assessment, it can set you apart in fields like corporate finance or investment banking.
  • Budgeting and Forecasting: Budgeting and forecasting skills are essential for roles in corporate finance, where financial planning is key. Demonstrate your ability to estimate future revenues and costs effectively.
  • SQL (Structured Query Language): SQL is often used in finance to manage and query large databases. If you know SQL, especially if applying for roles in data-heavy areas like financial analytics, mention this skill.

2. Soft Skills for Finance Jobs

In addition to technical expertise, finance employers in the UK highly value soft skills. These are often the skills that can make a candidate truly stand out. Here are some of the top soft skills to include:

  • Communication: Finance professionals must often communicate complex information to non-finance stakeholders. Highlighting strong communication skills shows that you can present financial information clearly and persuasively.
  • Teamwork: Collaboration is essential in finance, where projects typically involve multiple team members. Mentioning teamwork skills shows recruiters you can work well with others and contribute to a cohesive working environment.
  • Attention to Detail: Finance roles require accuracy, especially when dealing with large sums of money or complex data. Attention to detail is a key skill that shows you are meticulous and unlikely to make costly errors.
  • Critical Thinking: In finance, the ability to think critically and evaluate data from different angles is crucial. Mentioning critical thinking skills demonstrates that you can make informed, rational decisions even under pressure.
  • Problem-Solving: Whether it’s resolving discrepancies or coming up with new budgeting strategies, problem-solving is essential in finance. This skill shows you are capable of navigating challenges and finding effective solutions.

Useful Link: LinkedIn’s Guide to Finance Skills – This guide by LinkedIn Learning provides valuable insights into the top in-demand skills in finance, helping you understand what skills to prioritise.


How to Incorporate Skills with Keywords

Once you’ve identified your most relevant skills, you need to strategically incorporate them into different sections of your CV. Here are the main places to do this:

  1. Professional Summary: As mentioned earlier, your summary is a great place to include 2-3 key skills relevant to the job description. This sets the tone and immediately shows recruiters that you possess the required competencies.
  2. Skills Section: Create a dedicated “Skills” section to highlight both your technical and soft skills. Bullet points work well here, making your skills easy to read at a glance.

Example of a Skills Section:
Skills:

– Financial Analysis | Data Analysis | Financial Modelling

– Microsoft Excel | Bloomberg | SQL

– Communication | Attention to Detail | Problem-Solving

  1. Experience Section: Incorporate skills into your job descriptions. Use action verbs and keywords to describe how you applied these skills in real-life scenarios.

Example:
Financial Analyst Intern, XYZ Financial Services

– Conducted financial analysis and created models to evaluate investment opportunities, enhancing portfolio performance by 12%.

– Collaborated with cross-functional teams to assess and mitigate financial risks, resulting in a 15% reduction in forecast variance.

  1. Education Section: If your course work included modules relevant to the skills in the job description (e.g., “Financial Modelling” or “Risk Assessment”), list them here. This shows that your studies directly prepared you for the role.

Examples of Tailoring Skills for Specific Roles

Depending on the type of finance job you’re applying for, certain skills may be more relevant. Here are some tailored examples:

For an Investment Banking Role:

  • Highlight technical skills like “financial modelling,” “risk assessment,” and “Bloomberg.”
  • Include soft skills such as “attention to detail” and “communication,” as investment banking often requires precision and effective communication with clients.

For a Corporate Finance Role:

  • Emphasise budgeting and forecasting skills, as well as proficiency in “Microsoft Excel.”
  • Include teamwork and problem-solving skills, as corporate finance roles frequently involve collaboration across departments.

For a Financial Analyst Role:

  • Focus on data analysis, financial analysis, and SQL, as these are essential for analysing trends and making recommendations.
  • Add critical thinking and attention to detail, both important for interpreting financial data accurately.

Dos and Don’ts of Highlighting Skills

  • Do use the exact wording from the job description whenever possible to align your CV with the recruiter’s criteria.
  • Do mix technical and soft skills to present yourself as a well-rounded candidate.
  • Do back up your skills with examples of achievements where possible.
  • Don’t list skills that are irrelevant to finance or the specific role. Stick to skills that add value.
  • Don’t use vague language or generic terms like “good with numbers.” Be specific and professional.

In the UK finance industry, competition is fierce. Recruiters are looking for candidates who not only have the necessary technical skills but can also integrate well into a team and handle the pressures of the role. Using keywords and focusing on relevant skills in your CV shows that you’re prepared for the specific demands of finance jobs.

To make the most of your skills section, always study the job description carefully, select skills that are in demand for the role, and incorporate keywords wherever they fit naturally. With a well-optimised skills section, you’ll increase your chances of passing ATS filters and making a strong impression on recruiters.

3. Use Quantifiable Achievements

In finance, numbers speak louder than words. Recruiters and hiring managers want to see evidence of the impact you’ve made in previous roles or during your studies, and the best way to demonstrate this is through quantifiable achievements. When you can attach metrics or percentages to your accomplishments, it gives recruiters a clear picture of your capabilities and potential as a finance professional. This approach also shows that you understand the importance of measurable results, a crucial quality in the finance industry.

Why Quantifiable Achievements Matter

Quantifiable achievements are essential because they provide tangible proof of your skills and effectiveness. They show not only what you did but also how well you did it. For example, saying that you “improved efficiency” is vague, but stating that you “increased reporting efficiency by 15%” is much more impactful. In the competitive UK job market, where many applicants may have similar educational backgrounds, quantifiable achievements can set you apart by demonstrating your specific contributions.

How to Add Quantifiable Achievements to Your CV

Start by looking at each role, internship, or project you’ve undertaken and ask yourself, “What did I accomplish?” and “How did this make a difference?” Here are some common areas where you can quantify achievements:

  1. Financial Impact: Did you save the company money, increase profits, or manage a budget effectively?
  2. Efficiency Improvements: Did you make a process faster, reduce errors, or improve accuracy?
  3. Volume and Scale: Did you work with large datasets, manage significant portfolios, or assist in transactions involving large sums?
  4. Performance Metrics: Did you exceed performance targets, complete tasks ahead of schedule, or improve a process?

When writing these achievements, use specific numbers, percentages, and time frames wherever possible. Here are some examples of how to turn general statements into impactful, quantifiable achievements:

Examples of Quantifiable Achievements

  • Before: “Assisted in preparing financial reports.”
  • After: “Assisted in preparing financial reports for a £400M portfolio, contributing to a 12% increase in reporting accuracy and reducing errors by 15%.”
  • Before: “Managed client accounts.”
  • After: “Managed a portfolio of 20 client accounts, overseeing a total of £1.2M in assets and achieving a 95% client satisfaction rate.”
  • Before: “Improved financial modelling process.”
  • After: “Streamlined financial modelling process, reducing completion time by 25% and increasing model accuracy by 10%.”
  • Before: “Helped with budgeting and forecasting.”
  • After: “Developed a quarterly budget forecast that improved cost accuracy by 8%, helping to reduce overall expenditure by £50,000.”

These specific, measurable achievements not only look impressive but also provide concrete evidence of your effectiveness. Remember, UK employers in finance expect a results-driven mindset, and quantifying your impact reflects that you understand this aspect of the industry.

Pro Tip: If you don’t have direct financial figures (e.g., if you didn’t handle budgets or large portfolios), think about other metrics. Did you reduce error rates, improve completion times, or contribute to increased productivity in any way?


4. Emphasise Relevant Internship or Project Experience

If you’re a recent graduate or early in your career, you may not have extensive work experience in finance. However, many employers value internship experience or academic projects related to finance as these show practical application of skills. If you have done any internships or worked on finance-related projects during your university studies, make sure to feature them prominently on your CV. These experiences demonstrate your initiative, commitment to the field, and ability to apply theoretical knowledge in real-world scenarios.

Why Internship and Project Experience Matters

Internships provide hands-on experience, often in a professional finance setting. In the UK job market, internships are highly regarded, as they indicate that you have had exposure to industry practices, tools, and workflows. Similarly, academic projects, especially those that involve financial analysis, modelling, or research, show that you can apply your knowledge and skills in practical ways. Even if the project was completed as part of a course, it demonstrates a level of understanding and initiative that recruiters appreciate.

How to Feature Internship Experience on Your CV

For each internship, use a format similar to a regular job listing, and focus on your responsibilities, skills gained, and any achievements. Here’s a structure to follow:

  • Job Title (e.g., Finance Intern)
  • Company Name (e.g., Barclays Bank)
  • Location (City, UK)
  • Dates of Internship (Month-Year to Month-Year)

Then, write bullet points to describe your main tasks, skills used, and achievements. Make sure to quantify where possible.

Example of an Internship Entry

Finance Intern
Barclays Bank, London, UK
June 2023 – August 2023

  • Conducted data analysis for monthly financial reports on a £300M portfolio, contributing to a 10% improvement in accuracy and reducing reporting time by 20%.
  • Assisted in risk assessment and mitigation processes for high-value client accounts, identifying and addressing potential issues proactively.
  • Developed an Excel model for forecasting cash flow, which increased forecasting accuracy by 15% and was later adopted by the department.

This example not only lists the intern’s responsibilities but also highlights their impact with quantifiable results. The mention of specific tools (Excel) and concepts (risk assessment, forecasting) helps to convey a strong understanding of finance-related tasks.

How to Highlight Project Experience on Your CV

If you don’t have internship experience, consider including academic projects that demonstrate relevant skills. When describing a project, treat it like an internship entry. Name the project, provide a short description, and list any significant achievements or skills used.

Example of a Project Entry

Financial Modelling Project
University of Manchester
January 2023 – April 2023

  • Analysed financial statements of three FTSE 100 companies to assess financial health and create comparative financial models.
  • Used Microsoft Excel to build projection models, increasing forecast accuracy by 12% compared to standard university benchmarks.
  • Presented findings to a panel of professors, receiving high praise for analytical depth and model accuracy.

In this example, the student showcases their ability to apply financial analysis and Excel skills in a project setting. Even though it wasn’t a professional role, the project provides valuable insights into the candidate’s capabilities.


Tips for Writing About Internships and Projects

  1. Use Action-Oriented Language: Use strong action verbs to describe your responsibilities and achievements. Words like “analysed,” “developed,” “managed,” and “presented” convey a sense of initiative and professionalism.
  2. Quantify When Possible: Just like with other parts of your CV, quantify achievements in internships or projects whenever possible. Use numbers to illustrate the scope and impact of your work, even if it’s based on small datasets or simulations.
  3. Link Skills to Job Descriptions: Tailor your descriptions to match the keywords and requirements in the job description. If the job requires financial modelling skills, make sure your project or internship descriptions highlight this skill explicitly.
  4. Include Relevant Tools and Software: Mention any industry-standard tools or software you used, such as Excel, Bloomberg, SQL, or Power BI. This shows that you have practical experience with the tools widely used in finance.
  5. Position Internships and Projects Strategically: If your internship or project experience is more relevant than your other work experience (e.g., a part-time retail job), consider placing it higher up on your CV. Recent graduates should consider a “Relevant Experience” section to bring this to the forefront.

Example of How to Combine Quantifiable Achievements with Project Experience

Let’s look at a sample entry that combines both elements effectively:

Financial Analyst Intern
HSBC, London, UK
July 2022 – September 2022

  • Supported the financial analysis team by preparing detailed reports on a portfolio worth £200M, helping to reduce error rates by 12% and streamline reporting time by 15%.
  • Built a forecasting model in Excel for monthly expenses, which improved forecasting accuracy by 18% and was used by senior analysts in quarterly planning sessions.
  • Collaborated with team members on risk assessment for high-net-worth client accounts, identifying areas of improvement and mitigating potential risks.

This example showcases quantifiable achievements (“reduced error rates by 12%”) and emphasises relevant internship experience in a clear, concise manner. It also highlights the candidate’s use of key finance tools (Excel), specific tasks (risk assessment), and collaboration, making them an attractive candidate for finance roles.


Useful Link for Additional Resources

  • Vault Finance Internships: Vault provides rankings and reviews of top finance internships in the UK and beyond. It’s a valuable resource for graduates looking to gain insight into reputable internships and how they can bolster your CV.

Final Thoughts

Quantifiable achievements and relevant internship or project experience are crucial for building a strong finance CV, especially in the UK’s competitive job market. By attaching metrics to your accomplishments, you can showcase your potential to make a tangible impact. Highlighting internship or project experience related to finance demonstrates that you’re proactive, experienced, and ready to hit the ground running in your new role.

When crafting these sections, always remember to tailor them to the specific job you’re applying for. Use industry-specific language, quantify wherever possible, and showcase both your technical skills and your understanding of financial principles. This approach will help you create a finance CV that captures the attention of recruiters and increases your chances of securing an interview.

4. Emphasise Relevant Internship or Project Experience

When applying for finance roles, especially as a recent graduate, your internship and project experience are some of the most valuable aspects of your CV. For employers in the finance industry, these experiences demonstrate practical application of your skills and knowledge, indicating that you’re prepared to handle real-world finance tasks. If you don’t have formal work experience in finance, don’t worry—academic projects, university assignments, or any other experience where you applied financial skills can also strengthen your CV.

In this section, we’ll cover why internship and project experience matters, how to present it effectively on your CV, and provide examples to help you stand out to UK-based finance employers.


Why Internship and Project Experience Matters

For entry-level roles in finance, most applicants have similar academic backgrounds—often degrees in finance, accounting, economics, or related fields. What differentiates you is your hands-on experience. Internships and projects show that you have applied what you’ve learned in a practical setting. They demonstrate your initiative, work ethic, and familiarity with the tools, processes, and challenges of finance roles.

In the UK finance sector, internships are particularly valued. Top firms like HSBC, Barclays, and Deloitte frequently offer internship programmes, and having one of these experiences on your CV can set you apart. If you’ve interned at a well-known firm, it suggests that you were selected based on potential and that you’ve been exposed to high standards of professionalism.

Even if you haven’t interned at a well-known company, or if your internship wasn’t directly related to finance, you can still highlight transferable skills and relevant tasks. Academic projects are also a valuable addition, especially if they involved financial analysis, modelling, or research.


How to Present Internship Experience on Your CV

When listing internship experience, follow a clear structure so that recruiters can quickly understand your role, responsibilities, and achievements. Here’s a recommended format:

  1. Job Title: Use “Finance Intern,” “Investment Banking Intern,” or a similar title that clearly indicates your role.
  2. Company Name and Location: State the name of the company and its location (e.g., “HSBC, London, UK”).
  3. Dates: Mention the start and end dates of your internship, such as “June 2023 – August 2023.”
  4. Responsibilities and Achievements: Use bullet points to describe your tasks and accomplishments. Start each point with an action verb (e.g., “analysed,” “assisted,” “developed”) and, wherever possible, quantify your achievements with numbers or percentages.

Example of an Internship Entry

Finance Intern
HSBC, London, UK
June 2023 – August 2023

  • Conducted detailed financial analysis on a £200M portfolio, supporting senior analysts in identifying growth opportunities and optimising asset allocation.
  • Developed a forecasting model in Microsoft Excel to project quarterly expenses, increasing forecast accuracy by 15%.
  • Assisted in risk assessment for high-net-worth client accounts, helping to reduce risk exposure by 10% through effective identification and mitigation strategies.

In this example, the intern has clearly defined their responsibilities and impact. By using action verbs and quantifiable achievements, they make their experience sound concrete and valuable.

How to Present Project Experience on Your CV

If you don’t have an internship, or if you’re looking to strengthen your CV further, include academic projects that relate to finance. When describing projects, use a similar structure:

  1. Project Title: Give your project a title that reflects its purpose, such as “Financial Modelling Project” or “Investment Analysis Project.”
  2. University and Dates: Mention where you completed the project (e.g., “University of Manchester”) and when (e.g., “January 2023 – April 2023”).
  3. Responsibilities and Achievements: Briefly describe what the project entailed, the tools you used, and any notable results or findings.

Example of a Project Entry

Financial Modelling Project
University of Manchester
January 2023 – April 2023

  • Analysed financial statements of three FTSE 100 companies to assess their financial health and create a comparative analysis.
  • Developed financial models using Microsoft Excel to project future cash flows and forecast revenue growth, achieving a projection accuracy of 92%.
  • Presented findings to a panel of professors, receiving commendation for analytical depth and model accuracy.

In this example, the student highlights their analytical skills, familiarity with Excel, and presentation abilities. Even though this experience wasn’t gained in a professional setting, it demonstrates valuable finance skills that are transferable to a work environment.


How to Maximise the Impact of Internships and Projects

  1. Use Industry-Relevant Keywords: Make sure to include keywords related to finance, such as “financial analysis,” “risk assessment,” “financial modelling,” and “forecasting.” This improves the chances of your CV passing through Applicant Tracking Systems (ATS), which scan for keywords relevant to the role.
  2. Quantify Achievements: Use numbers to give context to your contributions. Quantifying achievements makes them more tangible and impressive. If you helped manage a budget, specify the amount; if you improved accuracy or efficiency, include the percentage.
  3. Emphasise Tools and Software: Mention any finance-specific tools or software you used, like Microsoft Excel, Bloomberg, SQL, or Power BI. Familiarity with these tools shows employers that you’re ready to hit the ground running and need less training.
  4. Tailor Descriptions to the Role: Review the job description for the role you’re applying for, and match your descriptions to highlight relevant experience. If the job emphasises data analysis, focus on any analysis you performed during your internship or project.
  5. Showcase Soft Skills: Alongside technical skills, internships and projects are a great opportunity to demonstrate soft skills like teamwork, communication, and problem-solving. These are crucial in finance, where teamwork and clear communication are often required.

Examples of Tailored Entries

Here are a few examples of how to adapt descriptions for specific finance roles:

For a Corporate Finance Role:

Corporate Finance Intern
Deloitte, London, UK
June 2023 – August 2023

  • Analysed budgeting and forecasting reports for a £100M business unit, helping to identify potential cost-saving opportunities.
  • Collaborated with senior analysts to develop a financial model for capital allocation, improving accuracy by 18%.
  • Presented findings in weekly meetings, strengthening communication skills and gaining insight into corporate finance strategies.

For an Investment Banking Role:

Investment Banking Intern
Barclays Capital, London, UK
July 2023 – September 2023

  • Supported the M&A team by conducting due diligence on acquisition targets, contributing to a potential £200M acquisition deal.
  • Built detailed valuation models using Excel, providing senior bankers with projections that were 95% accurate to actual financials.
  • Assisted in preparing pitch books for clients, refining presentation skills and learning investment banking protocols.

For a Financial Analyst Role:

Financial Analysis Project
University of Warwick
March 2023 – June 2023

  • Completed a financial analysis project on three major UK retail companies, assessing profitability, liquidity, and growth potential.
  • Developed a comparative analysis model in Excel, achieving a 92% accuracy rate in revenue and expense forecasts.
  • Presented results to peers, demonstrating analytical, presentation, and teamwork skills essential for a financial analyst role.

What to Do If You Don’t Have Formal Finance Experience

If you lack internships or direct finance experience, you can still make a strong case by emphasising transferable skillsand relevant coursework. For example:

  • Group Projects: Describe any university projects where you collaborated with others on financial analysis, budgeting, or economic research.
  • Volunteering: If you volunteered in a role that required financial skills, such as managing budgets for a student organisation or handling funds for a charity event, mention it.
  • Relevant Coursework: List courses that directly relate to finance, like “Financial Accounting,” “Investment Analysis,” “Corporate Finance,” or “Econometrics.” Provide a brief description if you completed a major project as part of the coursework.

Example Entry with Coursework

Investment Analysis Coursework Project
London School of Economics
October 2022 – December 2022

  • Conducted an in-depth analysis of portfolio returns, using historical data to assess volatility and risk exposure.
  • Created an investment strategy model in Excel that simulated portfolio diversification and generated potential risk-adjusted returns.
  • Produced a detailed report summarising findings and making recommendations based on investment principles.

Useful Link for Additional Resources

  • Vault Finance Internships: Vault provides rankings, reviews, and resources for top finance internships across the UK and beyond. It’s a valuable site for understanding the calibre of finance internships and identifying reputable programmes that can enhance your CV.

Emphasising relevant internship or project experience on your CV is crucial for building credibility as a finance candidate, especially if you’re a recent graduate. Recruiters in the UK finance industry are looking for candidates who not only have a solid academic foundation but also practical experience that demonstrates their skills.

When describing your internships or projects, focus on your achievements, quantify your impact, and use language that aligns with the finance industry. Tailor your descriptions to the role you’re applying for and make sure to include relevant technical and soft skills. Whether it’s through an internship with a reputable firm or a project completed at university, showcasing your hands-on experience will give you a significant advantage in the competitive finance job market.

5. Optimise the Education Section

For recent graduates entering the competitive field of finance, the Education section is often one of the most important parts of your CV. Since you may not yet have extensive work experience, this section allows you to showcase your academic achievements, relevant coursework, and any special honours or awards. By presenting your educational background in a detailed, well-organised way, you can demonstrate your preparation for a career in finance and set yourself apart from other applicants.

The following steps will help you build a strong education section that highlights your skills, dedication, and potential as a finance professional.


Why the Education Section Matters in Finance

Finance is a technical field that often requires a solid foundation in mathematics, economics, and business principles. Many recruiters view your academic background as a reflection of your ability to handle complex concepts and financial analysis tasks. Additionally, UK employers value qualifications from reputable universities and recognise the relevance of specific finance-related coursework. For graduate roles, having strong academic credentials can increase your appeal to recruiters, especially if you’ve attended a respected institution or achieved high grades in key finance subjects.


What to Include in Your Education Section

For recent graduates, your education section should be detailed enough to convey the depth of your studies and any specific accomplishments. Here’s a list of elements to include:

  1. University Name and Location: List the full name of your university and its location. If you attended a well-known institution in the UK or abroad, this can enhance the credibility of your CV.
  2. Degree and Field of Study: Clearly state your degree (e.g., “Bachelor of Science in Finance” or “Master of Finance”). Finance is a broad field, so specifying your focus helps employers understand your area of expertise.
  3. Dates of Study: Include the years you attended, or if you’ve recently graduated, just the graduation year (e.g., “2019 – 2023” or “Graduated in 2023”).
  4. Grade/GPA (if applicable): If you achieved a high classification (such as First Class Honours or a 2:1) or a strong GPA, consider including it, especially if it’s above 3.5 on a 4.0 scale. In the UK, honours classifications are often more meaningful than GPAs, so use the format that’s more recognised in the country where you’re applying.
  5. Relevant Coursework: List coursework directly related to finance, such as “Financial Management,” “Investment Analysis,” or “Risk Management.” This helps recruiters see which specific finance areas you’ve studied in depth.
  6. Honours and Awards: If you received any academic honours (e.g., Dean’s List, Merit Awards), scholarships, or finance-related awards, include them here to show academic excellence and dedication.
  7. Thesis or Dissertation (if applicable): If you wrote a thesis or dissertation on a finance-related topic, mention it, especially if it’s relevant to the role. You can briefly describe the topic to give recruiters an insight into your research abilities.

Example of an Education Section

Here’s how a strong education section might look for a recent finance graduate:


University of Manchester, Manchester, UK
Bachelor of Science in Finance
Graduated: 2023 | First Class Honours

  • Relevant Coursework: Financial Management, Investment Analysis, Corporate Finance, Risk Management, Econometrics
  • Honours and Awards: Dean’s List (2021, 2022), Winner of University Finance Case Competition (2022)
  • Dissertation: “The Impact of ESG Factors on Corporate Valuation in the UK Market” – Analysed the influence of Environmental, Social, and Governance factors on the stock performance of FTSE 100 companies over a 5-year period.

In this example, the candidate has clearly outlined their degree, relevant coursework, and notable achievements. The inclusion of a dissertation topic adds extra depth, showcasing their research skills and knowledge of current finance topics like ESG (Environmental, Social, and Governance).


How to Choose Relevant Coursework

If your degree covered various finance, economics, or business modules, select the most relevant courses that align with the job you’re applying for. Choose coursework that demonstrates your preparation for specific aspects of the role. Here’s a list of finance-related modules that are commonly valued in the UK finance industry:

  1. Financial Management: Essential for roles in corporate finance, investment banking, and financial analysis.
  2. Investment Analysis: Highly relevant for roles in asset management, investment banking, and portfolio management.
  3. Corporate Finance: Important for any finance role that involves managing company finances, assessing capital structure, or strategic decision-making.
  4. Risk Management: Useful for roles that involve managing financial risks, such as in banking or insurance.
  5. Accounting: Fundamental knowledge of accounting is beneficial for finance roles that involve financial reporting or auditing.
  6. Econometrics: Shows your ability to handle quantitative analysis, which is valuable for financial modelling, data analysis, and roles in economic research.

By listing these courses, you can highlight your technical knowledge and align your education with the role’s requirements.

Useful Link: Financial Times Rankings – The Financial Times publishes rankings of finance programmes and business schools. If your university or finance programme is ranked highly, it adds credibility to your education. You could even include a brief mention, e.g., “Ranked in top 10 UK finance programmes by the Financial Times.”


How to Present High Grades or Academic Honours

If you achieved high grades, especially in finance-related subjects, it’s worth including them in your education section. For example:

  • Bachelor of Science in Finance | First Class Honours
  • GPA: 3.8 / 4.0 (if you studied at an international institution where GPAs are common)

In the UK, most students don’t list their GPA unless they studied abroad. Instead, honours classifications are commonly used. Here’s a quick guide to UK honours classifications and how they might appear on a CV:

  • First Class Honours (1st): Equivalent to an A or a GPA of approximately 3.7 – 4.0
  • Upper Second Class Honours (2:1): Equivalent to a B+ or a GPA of approximately 3.3 – 3.6
  • Lower Second Class Honours (2:2): Equivalent to a B or a GPA of approximately 3.0 – 3.2

Examples of How to List Academic Honours

  • First Class Honours in Bachelor of Finance
  • Upper Second Class Honours (2:1) in Finance, with a Distinction in Investment Analysis
  • Graduated with First Class Honours, Dean’s List (2022, 2023)

Adding honours or distinctions can help your CV stand out, especially in a competitive field like finance, where academic achievements are valued.


How to Highlight a Thesis or Dissertation

If you completed a finance-related thesis or dissertation, include it in your education section. This can be particularly beneficial if the topic aligns with the role you’re applying for, as it shows that you have in-depth knowledge of a specific area within finance.

Example Dissertation Entry

  • Dissertation: “The Role of Cryptocurrency in Diversified Portfolios: A Study of Volatility and Returns” – Analysed the effects of cryptocurrency inclusion in investment portfolios, using quantitative analysis to assess volatility and risk.

This entry shows that the candidate has experience with financial analysis and research, and also suggests a strong understanding of current trends in finance.


Tips for Optimising the Education Section

  1. Be Selective with Coursework: Don’t list every module you took; choose the most relevant courses that demonstrate specific finance skills.
  2. Quantify Achievements if Possible: If you achieved a specific grade in a particularly challenging course, mention it (e.g., “Achieved 80% in Corporate Finance”).
  3. Use Keywords from the Job Description: If the role emphasises financial modelling or risk management, and you took modules in these areas, ensure they’re prominently listed.
  4. Place Education High on Your CV: For recent graduates, the education section should appear near the top of your CV, directly below your professional summary or skills section.
  5. Format Consistently: Ensure that your formatting is clear and consistent. Use bold headings for your degree title and university, and bullet points or italics for coursework and additional details.

What to Do if Your Grades Aren’t High

If your grades are average or not particularly impressive, you can still present your education section strategically:

  • Focus on relevant coursework and projects rather than overall grades.
  • Emphasise any honours, awards, or relevant academic achievements outside of GPA (e.g., top project in a course, research grants, scholarships).
  • Include extracurricular activities or society involvement if they relate to finance, like being part of a Finance or Investment Club.

Example of an Optimised Education Section

Here’s how the education section might look for a recent graduate with a well-rounded academic background but no GPA listed:


London School of Economics (LSE), London, UK
Bachelor of Science in Finance
Graduated: 2023 | Upper Second Class Honours (2:1)

  • Relevant Coursework: Investment Analysis, Corporate Finance, Econometrics, Financial Risk Management, Accounting Principles
  • Honours and Awards: University Merit Scholarship (2021, 2022), Selected for LSE Finance Case Competition
  • Thesis: “The Impact of Interest Rate Changes on Property Investment Returns in the UK” – Conducted a quantitative analysis of the relationship between interest rate fluctuations and real estate returns.

This example is clear, concise, and highlights the graduate’s finance-related studies and accomplishments in a way that’s easy for recruiters to scan.


Useful Link for Additional Resources

  • Financial Times Rankings: Financial Times publishes rankings of finance programmes and business schools. If your university or course is ranked, mentioning it can add credibility to your CV.

The education section is a crucial part of your CV when applying for finance roles as a recent graduate. By listing your university, degree, graduation date, relevant coursework, honours, and any relevant thesis or dissertation, you can create a comprehensive and compelling profile that highlights your preparedness for the finance sector.

Make sure your education section is detailed, well-structured, and tailored to the role. By optimising this section with relevant keywords, quantifiable achievements, and specific coursework, you’ll position yourself as a well-qualified and focused candidate, ready to take on the challenges of a finance career.

6. Tailor the CV Format to Finance Industry Standards

In the finance industry, first impressions count, and your CV is often the first representation of yourself that an employer will see. Recruiters in finance are typically looking for candidates who can present information clearly and professionally. A well-organised, cleanly formatted CV not only shows that you understand the conventions of the finance sector but also demonstrates your attention to detail and your ability to communicate concisely.

Finance CVs should be easy to read, concise, and professionally structured. When recruiters or hiring managers scan your CV, they should be able to find key information quickly without wading through unnecessary design elements or lengthy paragraphs. Here’s how to format your CV to make it look polished and professional, following UK finance industry standards.


1. Choose a Professional Font

The choice of font may seem trivial, but it has a significant impact on readability and the overall impression of your CV. In finance, where professionalism is key, it’s best to stick to classic, easy-to-read fonts that convey a formal tone.

  • Recommended Fonts: Arial, Times New Roman, Calibri, or Garamond. These fonts are universally readable, professional, and don’t distract from the content.
  • Font Size: Use a font size between 10-12 points for the main body text. Your name and section headers can be a bit larger (e.g., 14-16 points) to stand out without being overwhelming.
  • Avoid Unusual Fonts: Fonts like Comic Sans, Brush Script, or anything cursive should be avoided. These fonts look unprofessional and can be harder to read on screens and printed pages.

2. Use a Simple, Clean Layout

A finance CV should be straightforward and cleanly structured, allowing recruiters to navigate through sections easily. A standard finance CV format includes clearly defined sections:

  • Header: At the very top, include your name in a slightly larger font (14-16 points), followed by your contact details (phone number, email, LinkedIn profile, and possibly your address). Avoid putting “Curriculum Vitae” at the top; your name is sufficient.
  • Professional Summary: A brief summary (2-3 lines) introducing yourself and highlighting your key qualifications, experience, and skills relevant to finance.
  • Skills: A bullet-pointed list of relevant technical and soft skills. This section should be tailored to the specific role you’re applying for and should include skills such as financial analysis, Excel proficiency, and data analysis.
  • Experience: List your work experience, internships, or relevant projects in reverse chronological order (most recent first). Use bullet points for each role to break down your responsibilities and achievements.
  • Education: For recent graduates, this section may appear before experience, especially if your education is more relevant than your work experience. Include degree details, university name, graduation date, and any relevant coursework or honours.
  • Additional Information: Include certifications (e.g., CFA Level 1, Bloomberg Market Concepts), professional memberships, or relevant volunteering if space allows. This section is optional but can be valuable if you have relevant qualifications or achievements.

3. Aim for a One-Page CV (if possible)

In the finance industry, especially for entry-level roles, a one-page CV is usually preferred. Recruiters often receive hundreds of applications for a single position, so a concise CV that captures all essential information is highly valued. However, if you have extensive relevant experience or accomplishments, a two-page CV may be acceptable. The key is to include only the most relevant and impactful information.

  • One-Page CV Tips:
    • Use bullet points instead of paragraphs to keep information concise and easy to read.
    • Prioritise the most relevant roles, achievements, and skills for the position.
    • Avoid including irrelevant information (e.g., hobbies) unless they’re directly related to the role.
    • Keep margins to at least 1 inch to avoid making the CV look cramped.
  • Two-Page CV Tips:
    • Only go to two pages if you have significant experience that directly relates to the role.
    • Ensure the second page is well-filled with relevant information; avoid leaving large blank spaces.

4. Structure Each Section for Maximum Impact

Finance recruiters appreciate a CV that’s well-organised and easy to scan. Each section of your CV should have a clear purpose and contribute towards showcasing your skills and experience effectively.

  • Professional Summary: Keep it brief and focused. In 2-3 sentences, summarise your qualifications and key skills. This section should be tailored to the job role, focusing on why you’re a strong candidate for that specific position.
    Example: “Finance graduate with a First-Class Honours degree from the London School of Economics and practical experience in financial analysis through internships at HSBC and Barclays. Skilled in financial modelling, data analysis, and risk assessment with a strong attention to detail and proficiency in Excel and Bloomberg.”

Skills: Use bullet points to list technical skills (e.g., financial analysis, Excel, Bloomberg, SQL) and relevant soft skills (e.g., communication, teamwork). Prioritise skills that match the job description.
Example:

Skills:

– Financial Modelling | Data Analysis | Risk Assessment

– Microsoft Excel | Bloomberg Terminal | SQL

– Critical Thinking | Attention to Detail | Communication

Experience: For each position, include the job title, company name, location, and dates. Use bullet points to list responsibilities and achievements, starting with action verbs (e.g., “analysed,” “developed,” “supported”). Quantify achievements wherever possible to provide a measurable impact.
Example:

Finance Intern  

Barclays, London, UK  

June 2022 – August 2022

– Conducted financial analysis on a £500M portfolio, improving accuracy by 12%.

– Developed a forecasting model in Excel, increasing forecast reliability by 15%.

– Assisted in risk assessments for high-net-worth clients, identifying potential exposures and reducing risk.

Education: For recent graduates, this section should be detailed. Include your degree, university, graduation date, and any relevant coursework or honours. List GPA or classification if high (e.g., First Class Honours, 2:1).
Example:

Bachelor of Science in Finance  

University of Manchester, Manchester, UK  

Graduated: 2023 | First Class Honours

– Relevant Coursework: Corporate Finance, Investment Analysis, Risk Management

– Honours: Dean’s List (2021, 2022)

  • Additional Information: If you have relevant certifications, include them in this section. Certifications like CFA Level 1, Bloomberg Market Concepts, or Microsoft Excel Specialist show commitment and proficiency in finance.

5. Avoid Unnecessary Design Elements

In the finance industry, your CV should prioritise content over aesthetics. Avoid using colours, graphics, or any design elements that could distract from the information. Finance CVs should be professional and minimalist. Here are some additional formatting tips:

  • No Colours: Use black text on a white background. Colours can make the CV look less professional and may not print well.
  • Avoid Images or Graphics: Don’t include headshots, logos, or decorative elements. These are unnecessary and can take up valuable space.
  • Consistent Formatting: Use bold or italics sparingly for section headers, job titles, and dates to maintain a clean look. Ensure consistent alignment, font size, and spacing throughout.
  • Use Bullet Points for Readability: Bullet points help break down information, making it easier for recruiters to scan. Avoid long paragraphs, which can be difficult to read quickly.

6. Pay Attention to Spacing and Margins

Proper spacing and margins make your CV easier to read and help avoid a cramped look. Aim for:

  • Margins: Keep margins at around 1 inch on all sides. This ensures that the content doesn’t look crowded.
  • Line Spacing: Use single spacing within sections and a line break between sections to create a clear division.
  • Consistent Alignment: Align dates to the right and job titles, company names, and section headers to the left. This creates a structured and organised look.

7. Include a Header and Page Number on Page Two (if applicable)

If your CV is two pages, add a header on the second page with your name and a page number. This ensures that if the pages are separated, recruiters know they’re part of the same document.

Example Header:

John Smith | Finance Graduate | Page 2


Example of a Well-Formatted Finance CV Layout

Here’s an example of how a finance CV might look with the sections laid out in a clean, structured format:


John Smith
London, UK
Phone: +44 123 4567 890 | Email: [email protected] | LinkedIn: linkedin.com/in/johnsmith


Professional Summary
Recent Finance graduate with a First-Class Honours degree from University of London and hands-on experience in financial analysis through internships at HSBC and Barclays. Proficient in financial modelling, data analysis, and risk assessment with a keen eye for detail.


Skills

  • Financial Modelling | Data Analysis | Risk Assessment
  • Microsoft Excel | Bloomberg Terminal | SQL
  • Critical Thinking | Attention to Detail | Communication

Experience
Finance Intern
Barclays, London, UK
June 2022 – August 2022

  • Conducted financial analysis on a £500M portfolio, improving accuracy by 12%.
  • Developed a forecasting model in Excel, increasing forecast reliability by 15%.
  • Assisted in risk assessments for high-net-worth clients, reducing risk exposure.

Investment Analyst Intern
HSBC, London, UK
June 2021 – August 2021

  • Supported investment analysts by conducting market research and data analysis.
  • Contributed to asset allocation recommendations, increasing portfolio returns by 8%.

Education
Bachelor of Science in Finance
University of London, London, UK
Graduated: 2023 | First Class Honours

  • Relevant Coursework: Corporate Finance, Investment Analysis, Risk Management
  • Honours: Dean’s List (2021, 2022)

Additional Information

  • CFA Level 1 Candidate
  • Bloomberg Market Concepts (BMC) Certified

This format provides a professional, well-organised layout that highlights relevant information without any distracting elements.


In the UK finance industry, CVs should be clean, concise, and professionally formatted. Use classic fonts, clear structure, and a minimalist layout to create a CV that’s easy to read and reflects your attention to detail. By following these formatting standards, you’ll present yourself as a polished and professional candidate, increasing your chances of making a positive impression on recruiters.

7. Include Certifications and Relevant Coursework

In the finance sector, where technical skills and industry knowledge are highly valued, certifications and additional coursework can significantly strengthen your CV. These credentials demonstrate your commitment to professional development, your familiarity with industry tools and concepts, and your eagerness to go beyond standard academic requirements. In the competitive UK finance industry, certifications like CFA Level 1, Bloomberg Market Concepts (BMC), and Microsoft Excel Specialist are widely recognised and respected by employers.

If you’ve also completed relevant online courses through platforms like Coursera or edX, adding them to your CV shows initiative and self-motivation—qualities that finance employers appreciate. Below, we’ll cover why certifications and coursework matter, which ones are particularly valuable, and how to effectively present them on your CV.


Why Certifications and Coursework Matter in Finance

For recent graduates or entry-level finance professionals, certifications and additional coursework can be a powerful way to compensate for limited work experience. These credentials show that you’ve developed practical skills relevant to finance roles and that you understand industry-specific tools and methodologies. In the UK, where finance roles are highly competitive, certifications can set you apart by highlighting your technical expertise, industry knowledge, and willingness to invest in your professional growth.

Certifications like the CFA are also highly regarded internationally, and achieving even Level 1 demonstrates a strong foundation in financial analysis, ethics, and portfolio management. Meanwhile, courses in Microsoft Excel, Bloomberg, and financial modelling make it clear that you possess hands-on skills essential for finance roles.


Choosing the Right Certifications and Courses

Depending on the specific role you’re targeting within finance, some certifications and courses may be more relevant than others. Here’s a breakdown of the most respected certifications and courses for finance roles in the UK, along with what they demonstrate to employers.

  1. CFA (Chartered Financial Analyst) Level 1
    • Description: The CFA certification is one of the most respected qualifications globally in the field of investment management. Level 1 covers ethics, quantitative methods, economics, financial reporting and analysis, and portfolio management.
    • Relevance: Ideal for roles in investment banking, asset management, and equity research. Even passing Level 1 shows that you have a rigorous understanding of financial analysis and ethics.
    • Example: “CFA Level 1 Candidate, completed coursework on ethical standards, quantitative methods, and portfolio management.”
  2. Useful Link: CFA Institute – The official website for the CFA programme, with details on each level and registration information.
  3. Bloomberg Market Concepts (BMC)
    • Description: BMC is an online certification provided by Bloomberg, covering economic indicators, currencies, fixed income, and equities. It also introduces you to the Bloomberg Terminal, a key tool in finance.
    • Relevance: Particularly useful for roles in asset management, trading, and investment analysis, as it demonstrates familiarity with Bloomberg and a foundational understanding of market concepts.
    • Example: “Completed Bloomberg Market Concepts (BMC), gaining insights into economic indicators, currencies, and fixed income.”
  4. Microsoft Excel Specialist
    • Description: This certification verifies advanced proficiency in Microsoft Excel, which is essential for data analysis, financial modelling, and reporting in finance roles.
    • Relevance: Excel is a staple tool in finance, and certification demonstrates a high level of competence. It’s particularly valuable for roles that require financial modelling or data manipulation.
    • Example: “Microsoft Excel Specialist – Certified in advanced Excel functions including pivot tables, VLOOKUP, and data analysis.”
  5. Financial Modelling & Valuation Analyst (FMVA) by CFI (Corporate Finance Institute)
    • Description: The FMVA certification provides practical training in financial modelling, valuation, and corporate finance, covering skills like discounted cash flow (DCF) analysis and mergers and acquisitions (M&A) modelling.
    • Relevance: Ideal for those pursuing corporate finance, equity research, or financial analysis roles, as it shows practical modelling skills.
    • Example: “Certified Financial Modelling & Valuation Analyst (FMVA), proficient in DCF and M&A modelling.”
  6. Other Relevant Courses (Coursera, edX)
    • Description: Many top universities offer finance-related courses online. Courses in data analysis, machine learning, or specific finance topics like derivatives or risk management can add value to your CV.
    • Relevance: Demonstrates self-motivation and additional skills that may set you apart. Choose courses that align with the job description or the skills required in your target role.
    • Example: “Completed ‘Data Analysis for Business’ on Coursera, with a focus on Excel-based data manipulation and statistical analysis.”

How to Include Certifications on Your CV

Certifications should be featured in a dedicated section on your CV. This helps to make them easily visible to recruiters and ensures that they don’t get overlooked in other sections. Here’s how to organise this section effectively:

  1. Section Heading: Label this section “Certifications” or “Professional Certifications.”
  2. Format: For each certification, list the name of the certification, the issuing organisation, and the date of completion (or “in progress” if you’re currently working on it).
  3. Description (optional): If space allows, you can add a brief description of the certification, especially if it’s relevant to the job. Mention specific skills or knowledge areas covered.

Example of a Certifications Section


Certifications

  • CFA Level 1 Candidate – CFA Institute (2023)
    Studying ethical standards, quantitative methods, and portfolio management as part of CFA Level 1.
  • Bloomberg Market Concepts (BMC) – Bloomberg (2022)
    Completed BMC certification, gaining insights into economic indicators, currencies, and fixed income.
  • Microsoft Excel Specialist – Microsoft (2023)
    Certified in advanced Excel functions, including pivot tables, VLOOKUP, and data analysis.
  • Financial Modelling & Valuation Analyst (FMVA) – Corporate Finance Institute (2023)
    Proficient in financial modelling, DCF analysis, and M&A modelling for corporate finance applications.

How to Include Relevant Coursework on Your CV

If you’ve completed coursework outside of your university degree—such as through Coursera, edX, or other professional development platforms—you can include it in a separate section titled “Additional Coursework” or “Professional Development.” This is particularly valuable if the course aligns with the job requirements or if it demonstrates advanced skills in finance.

  1. Section Heading: Use “Relevant Coursework” or “Professional Development.”
  2. Format: List the course title, the platform or institution offering the course, and the date of completion.
  3. Description (optional): If relevant, include a brief description of the course content or skills acquired, especially if the course covers specialised topics not commonly found in standard finance degrees.

Example of a Relevant Coursework Section


Relevant Coursework

  • Financial Data Analysis – Coursera (University of Illinois) (2023)
    Developed proficiency in Excel-based data manipulation and statistical analysis for business applications.
  • Financial Markets – Coursera (Yale University) (2022)
    Studied financial markets, asset pricing, behavioural finance, and risk management under Professor Robert Shiller.
  • Python for Data Science and Finance – edX (Microsoft) (2023)
    Learned to use Python for data analysis, financial modelling, and statistical testing.

Where to Position Certifications and Coursework on Your CV

The position of the certifications and coursework sections depends on how relevant they are to the job and how much experience you have:

  • For Recent Graduates: If you have limited work experience, place your certifications and coursework directly below your education section. This draws attention to your skills and qualifications, which are crucial selling points when experience is limited.
  • For Experienced Professionals: If you have significant work experience, you can place certifications and coursework towards the bottom of your CV. However, if you’re applying for a role where a specific certification (e.g., CFA) is a requirement, position it more prominently.

Tips for Including Certifications and Coursework

  1. Prioritise Relevant Certifications: Only include certifications that are relevant to the role you’re applying for. For instance, the CFA or BMC certifications are highly relevant to finance, but a general management certification may not add as much value.
  2. Avoid Overloading with Too Many Courses: If you’ve completed a lot of online courses, only list the ones that are most relevant. Too many certifications or courses can make your CV look cluttered and distract from the key points.
  3. Keep Descriptions Concise: Briefly summarise what each certification or course covers, especially if it’s not immediately clear from the title. Avoid lengthy descriptions.
  4. Show Progress in Ongoing Certifications: If you’re working towards a qualification like the CFA, mention that you’re a “CFA Level 1 Candidate.” This shows commitment and signals that you’re actively advancing your professional development.

Example of How Certifications and Coursework Fit Into a CV


John Smith
London, UK
Phone: +44 123 4567 890 | Email: [email protected] | LinkedIn: linkedin.com/in/johnsmith


Professional Summary
Finance graduate with a First-Class Honours degree from the University of London and hands-on experience in financial analysis through internships at HSBC and Barclays. Proficient in financial modelling, data analysis, and risk assessment, with certifications in CFA Level 1 and Bloomberg Market Concepts.


Certifications

  • CFA Level 1 Candidate – CFA Institute (2023)
    Studying ethical standards, quantitative methods, and portfolio management.
  • Bloomberg Market Concepts (BMC) – Bloomberg (2022)
    Completed BMC certification, gaining insights into economic indicators, currencies, and fixed income.
  • Microsoft Excel Specialist – Microsoft (2023)
    Advanced proficiency in Excel functions, including pivot tables and data analysis.

Relevant Coursework

  • Financial Data Analysis – Coursera (University of Illinois) (2023)
    Developed proficiency in data manipulation and statistical analysis in Excel.
  • Python for Data Science and Finance – edX (Microsoft) (2023)
    Gained foundational skills in Python programming for financial applications.

This layout ensures that certifications and coursework are prominently displayed, giving recruiters a clear understanding of the candidate’s technical skills and commitment to professional growth.


Including certifications and relevant coursework on your CV is an excellent way to bolster your credibility, especially as a recent graduate or entry-level candidate in finance. These credentials demonstrate that you’re serious about your professional development and possess the technical skills valued in the finance industry. By presenting them clearly and strategically, you’ll make a strong impression on recruiters and stand out in the competitive UK finance job market.

8. Add Extracurricular Activities Related to Finance

Extracurricular activities, especially those related to finance, can be a valuable addition to your CV, particularly if you’re a recent graduate or early-career professional. When you lack extensive work experience, finance-related extracurriculars can provide evidence of your interest, dedication, and initiative within the field. Activities such as joining an investment club, participating in finance competitions, or completing volunteering work related to finance demonstrate that you’re actively engaged in the industry and are serious about building a career in finance.

UK recruiters value candidates who show a genuine passion for finance and are willing to go beyond academic requirements to develop their skills and knowledge. Including relevant extracurriculars on your CV helps you stand out by highlighting your commitment, teamwork, and leadership abilities—all qualities that are highly prized in the finance sector.


Why Extracurricular Activities Matter on a Finance CV

Finance recruiters are often looking for candidates with more than just technical knowledge; they want well-rounded individuals who show initiative, curiosity, and enthusiasm for the field. Extracurricular activities related to finance can demonstrate several qualities that are attractive to employers:

  1. Passion for Finance: Involvement in finance-related clubs or competitions shows that your interest in finance goes beyond just academics. It suggests that you’re genuinely invested in the field.
  2. Practical Experience: Extracurricular activities often involve hands-on projects, such as managing a simulated portfolio, that give you practical experience in finance concepts. This can provide valuable talking points in interviews.
  3. Soft Skills: Participating in extracurricular activities typically requires teamwork, communication, and leadership—all of which are essential soft skills in finance roles.
  4. Networking: Finance societies and clubs often provide opportunities to network with professionals and attend industry events. Mentioning these on your CV can show that you’re proactive about building connections within the finance community.

Types of Finance-Related Extracurricular Activities to Include

When adding extracurricular activities to your CV, focus on those that are directly related to finance or demonstrate relevant skills. Here are some common finance-related extracurriculars that are valued by UK recruiters:

  1. Investment Club Membership
    • Description: Many universities have investment or finance clubs where members learn about investing, analyse stocks, and manage simulated portfolios. These clubs offer a hands-on way to develop analytical skills, understand market trends, and gain insight into portfolio management.
    • Example: “Member of the University Investment Club, conducted stock analysis and managed a simulated £100,000 portfolio, achieving a 12% return over six months.”
  2. Finance Competitions and Case Competitions
    • Description: Finance competitions, such as the CFA Institute Research Challenge, HSBC Case Competition, or the Bloomberg Investment Challenge, allow you to apply finance skills in a competitive setting. These events often involve problem-solving, data analysis, and presentation skills.
    • Example: “Finalist in the HSBC UK Investment Competition, analysed investment opportunities and presented a detailed portfolio strategy to a panel of finance professionals.”
  3. Finance-Related Volunteering or Pro Bono Work
    • Description: Volunteering in roles that involve finance, such as managing funds for a student organisation or providing financial literacy workshops, can also be valuable. This shows your willingness to apply your finance skills in diverse contexts.
    • Example: “Volunteer Treasurer for the University Charity Society, responsible for managing a £5,000 annual budget, fundraising initiatives, and financial reporting.”
  4. Leadership Roles in Finance Societies
    • Description: Leadership roles, such as President or Treasurer of a finance or investment society, demonstrate both your interest in finance and your leadership skills. Organising events, managing members, or leading investment simulations are all impressive accomplishments.
    • Example: “President of the University Finance Society, organised weekly workshops on financial modelling, guest lectures from industry professionals, and coordinated a networking event with alumni in finance.”
  5. Student-Led Finance Projects
    • Description: If you’ve participated in student-led projects related to finance—such as a research project, financial literacy initiative, or consulting project—these can also be included on your CV. They show hands-on experience and initiative.
    • Example: “Led a team project analysing the impact of Brexit on UK financial markets, presented findings to the Economics Department’s annual research symposium.”
  6. Professional Networking or Conference Attendance
    • Description: If you’ve attended finance conferences, networking events, or webinars with finance professionals, this shows that you’re proactively expanding your knowledge and building connections in the industry.
    • Example: “Attended the CFA Society UK’s annual investment conference, gaining insights into current trends in sustainable investing and networking with finance professionals.”

How to Include Extracurricular Activities on Your CV

To include extracurricular activities on your CV, create a dedicated section called “Extracurricular Activities” or “Additional Experience.” This section can be placed after your Education or Skills sections. List each activity with a brief description of your role, responsibilities, and achievements, focusing on skills relevant to finance.

  1. Section Heading: Use a clear title such as “Extracurricular Activities” or “Additional Experience.”
  2. Activity Details: For each activity, include your role (e.g., “Member,” “Treasurer,” “President”), the name of the club or competition, and the dates you were involved.
  3. Description: Use bullet points to briefly describe your contributions, skills developed, and any specific achievements or outcomes. Aim to keep each entry to 1-2 bullet points, focusing on the impact or results.

Example of an Extracurricular Activities Section


Extracurricular Activities

  • Member, University Investment Club
    September 2022 – June 2023
    Participated in stock analysis and managed a simulated £100,000 portfolio, achieving a 12% return over six months by applying fundamental analysis and asset allocation strategies.
  • Finalist, HSBC UK Investment Competition
    March 2023
    Analysed market trends and presented an investment strategy to a panel of finance professionals, placing in the top 5 out of 30 teams.
  • Treasurer, University Charity Society
    October 2021 – June 2022
    Managed a £5,000 annual budget, tracked expenses, and oversaw financial planning for fundraising events, contributing to a 20% increase in annual funds raised.
  • President, University Finance Society
    September 2022 – June 2023
    Organised weekly workshops on financial modelling, coordinated guest lectures with industry professionals, and led a team to host a networking event with alumni working in finance.

Tips for Showcasing Extracurricular Activities Effectively

  1. Highlight Relevant Skills: Focus on the skills that are most relevant to finance roles. For example, if you participated in an investment club, highlight analytical skills, decision-making, and understanding of financial markets.
  2. Quantify Achievements Where Possible: As in the rest of your CV, try to quantify your achievements in extracurricular activities. For example, specify the size of a portfolio you managed, the amount of funds raised, or the improvement in performance you achieved.
  3. Emphasise Leadership and Initiative: If you held a leadership role, such as organising events or leading a team, be sure to mention it. Finance employers value initiative, organisation, and the ability to lead.
  4. Keep It Concise: Don’t over-elaborate on each activity. A brief bullet point or two per activity is sufficient to convey the experience without overwhelming recruiters with details.
  5. Prioritise the Most Relevant Activities: If you have multiple extracurriculars, prioritise the ones that are directly related to finance. For instance, an investment club membership is more relevant than a general volunteering role unless that role involved finance-related tasks.
  6. Show Consistency Over Time: If you have been involved in finance-related extracurriculars consistently over several years, this demonstrates a sustained interest in the field. Long-term involvement also implies a deeper level of commitment and expertise.

How Extracurricular Activities Add Value During Interviews

Including finance-related extracurricular activities on your CV not only strengthens your application but also provides valuable talking points during interviews. Here’s how these activities can enhance your responses:

  • Demonstrate Practical Knowledge: Activities like managing a simulated portfolio in an investment club or participating in a finance competition give you practical examples to discuss. You can explain how you approached challenges, made investment decisions, or collaborated with others.
  • Showcase Soft Skills: Discussing your role in a finance society or as a team leader can highlight soft skills like leadership, teamwork, and communication, which are essential in the finance industry.
  • Illustrate Passion and Motivation: Talking about your extracurricular involvement in finance can show your enthusiasm for the field and your commitment to self-improvement. This is particularly important for entry-level roles, where recruiters want candidates who are eager to learn and grow.

Example of How to Discuss Extracurricular Activities in an Interview

Interviewer: “I see you were involved in your university’s investment club. Can you tell me more about that?”

Candidate: “Certainly. As a member of the University Investment Club, I participated in weekly meetings where we analysed stocks, discussed market trends, and managed a simulated portfolio. My primary focus was on researching stocks in the technology sector, and I applied fundamental analysis techniques to identify undervalued stocks. Over six months, our team achieved a 12% return on our simulated £100,000 portfolio, which was one of the top performances in the club. This experience really helped me develop my analytical skills and gave me a deeper understanding of asset allocation and risk management.”


Including finance-related extracurricular activities on your CV can be a powerful way to demonstrate your commitment to the finance industry, especially if you’re early in your career. Activities like investment clubs, finance competitions, and leadership roles in finance societies not only showcase relevant skills but also highlight your passion for the field. Be sure to describe these activities concisely, focus on relevant achievements, and quantify your impact wherever possible.

By presenting your extracurricular involvement thoughtfully, you’ll stand out as a proactive, well-rounded candidate with both the technical and soft skills that finance employers in the UK are looking for.

9. Proofread Thoroughly and Ensure Professional Language

In the finance industry, attention to detail is not just a desirable quality—it’s essential. Whether you’re analysing financial reports, developing models, or managing client accounts, precision is critical. Employers in finance look for candidates who demonstrate this meticulousness from the outset, starting with their CV. Even a single typo, grammatical error, or poorly worded phrase can make a negative impression, suggesting that you might lack the thoroughness needed for finance roles.

Proofreading your CV thoroughly, ensuring professional language, and using concise, impactful wording will reflect your commitment to excellence. Here’s a breakdown of why these elements matter, along with practical steps to help you achieve a polished, professional CV.


Why Proofreading Matters in Finance

  1. Attention to Detail: Finance is a field where errors can have serious consequences. A typo or error on your CV may make recruiters question your ability to handle data accurately in a high-stakes environment.
  2. Professionalism: A well-written, error-free CV reflects your professionalism and respect for the application process. In the finance industry, where client interactions are common, the ability to communicate clearly and without mistakes is essential.
  3. Credibility: Spelling or grammatical errors can undermine your credibility. If you claim to be “meticulous” or “detail-oriented” but have a CV with mistakes, recruiters may doubt your self-assessment.
  4. First Impressions: Your CV is often the first impression you make on a potential employer. A flawless CV demonstrates that you take pride in your work and pay attention to every detail.

How to Proofread Your CV Effectively

Proofreading isn’t just a quick read-through. It’s a thorough process that involves multiple stages and tools. Here’s a step-by-step guide to ensure that your CV is polished and professional:

  1. Take a Break Before Reviewing: After you’ve completed your CV, take a short break. Coming back with fresh eyes will make it easier to spot mistakes you might otherwise miss.
  2. Read Slowly and Aloud: Reading your CV aloud can help you identify awkward phrasing, run-on sentences, or grammatical errors that you might not notice when reading silently.
  3. Check for Consistency in Formatting: Ensure that your formatting is consistent. This includes font size, bolding, italics, bullet points, and alignment. Consistency contributes to a professional look and makes your CV easier to read.
    • Example: If you bold job titles in one section, make sure all job titles are bolded throughout the document.
  4. Use a Spell-Checker: Use a spell-check tool, but don’t rely on it entirely. Spell-checkers can miss context-specific errors (e.g., “manager” vs. “manger”) and won’t catch words that are spelled correctly but used incorrectly.
  5. Look for Common Errors: Certain mistakes are common in CVs. Look out for:
    • Homophones (e.g., “their” vs. “there”)
    • Incorrect use of possessives (e.g., “company’s” vs. “companies”)
    • Verb tense inconsistencies (use past tense for previous roles and present tense for current roles)
  6. Print It Out: Reviewing a printed copy of your CV can make errors more noticeable than reading it on a screen. Use a ruler to go line by line, focusing on each sentence individually.
  7. Ask for Feedback: Consider asking a friend, family member, or mentor to review your CV. They may spot errors or suggest improvements. Ideally, ask someone with knowledge of the finance industry who can give you specific feedback on language and terminology.
  8. Use Online Proofreading Tools: Tools like Grammarly, Hemingway Editor, or ProWritingAid can help catch errors and suggest improvements. However, don’t rely solely on these tools; they’re most effective as a supplement to your own review.

Ensuring Professional Language

In finance, communication is expected to be clear, concise, and professional. When writing your CV, avoid informal language, jargon, and unnecessary filler words. The goal is to present your skills and experience in a way that’s easy to understand and directly relevant to the finance industry.

  1. Avoid Clichés and Generic Phrases: Recruiters see terms like “hard-working,” “team player,” and “motivated” on countless CVs. These phrases don’t provide specific information about your skills or achievements. Instead, use specific examples that illustrate these qualities.
    • Instead of: “Hard-working team player with a strong work ethic.”
    • Try: “Collaborated with cross-functional teams to develop a financial model that improved forecasting accuracy by 15%.”
  2. Use Action-Oriented Language: Start each bullet point with an action verb that describes your achievements. Words like “analysed,” “developed,” “managed,” and “led” are strong and give recruiters a clear sense of your contributions.
    • Example: “Analysed quarterly financial statements to identify cost-saving opportunities, resulting in a 10% reduction in operating expenses.”
  3. Be Concise: Finance recruiters value clarity and conciseness. Avoid long sentences and excessive detail. Keep your language tight and focused, and ensure each point adds value.
    • Example: Instead of saying, “I was responsible for managing and tracking the monthly budgets for various departments in order to identify potential areas of cost reduction,” you could write, “Managed monthly departmental budgets, identifying cost-saving opportunities that reduced expenses by 10%.”
  4. Avoid Jargon: Unless you’re sure the reader will understand industry-specific terms, avoid jargon. While certain finance terms are standard (e.g., “portfolio management,” “financial modelling”), complex or technical language can be confusing, especially for CVs that may first go through a non-specialist HR screen.
  5. Maintain Consistent Verb Tenses: Use the past tense for previous roles and present tense for your current role. This consistency helps make your CV easier to read and shows that you’re attentive to detail.
    • Example: “Analysed financial data to support investment decisions” (for a past role) vs. “Analyse financial data to support investment decisions” (for a current role).
  6. Quantify Achievements Where Possible: Numbers are the language of finance. Whenever possible, use quantifiable results to add impact to your statements. This not only makes your achievements more concrete but also shows that you understand the importance of metrics in finance.
    • Example: “Increased portfolio returns by 8% over a 6-month period by rebalancing assets based on market trends.”

Examples of Avoiding Generic Phrases

Instead of using vague, overused terms, focus on specifics. Here are some examples:

  • Generic Phrase: “Strong communicator with excellent interpersonal skills.”
    • Improved Version: “Delivered presentations to stakeholders on investment strategies, simplifying complex concepts for non-finance audiences.”
  • Generic Phrase: “Detail-oriented.”
    • Improved Version: “Performed monthly financial reconciliations, reducing errors by 15% and improving reporting accuracy.”
  • Generic Phrase: “Motivated self-starter.”
    • Improved Version: “Initiated a financial literacy workshop for university students, building curriculum and delivering sessions to over 100 attendees.”

By focusing on specific examples, you make your CV more impactful and paint a clearer picture of your abilities.


Final Checklist for Proofreading and Professional Language

Before submitting your CV, go through this final checklist to ensure it’s polished and professional:

  1. Grammar and Spelling: Ensure there are no typos, spelling mistakes, or grammatical errors.
  2. Consistent Formatting: Check that all fonts, sizes, bullet points, and line spacing are consistent.
  3. Concise Wording: Remove any unnecessary words, and ensure that each point is as concise as possible.
  4. Action-Oriented Language: Start each bullet point with a strong action verb.
  5. Avoid Clichés and Generic Phrases: Replace vague phrases with specific examples of your achievements.
  6. Quantified Achievements: Use numbers and metrics where possible to demonstrate the impact of your work.
  7. Verb Tense Consistency: Ensure that you’re using the correct tense for past and current roles.
  8. Professional Tone: Avoid informal language, and ensure that your CV maintains a formal, professional tone.
  9. Print and Review: Print a copy and review it line by line for any missed errors.
  10. Seek Feedback: If possible, ask a mentor, friend, or colleague to review your CV for clarity and accuracy.

Example of a Polished CV Entry Before and After Proofreading

Before Proofreading: “Responsible for managing and tracking the monthly budgets of different departments, to make sure that spending was aligned with forecasts, and identifying areas for cost savings.”

After Proofreading: “Managed monthly departmental budgets, identifying cost-saving opportunities that reduced expenses by 10% and improved forecast alignment.”

This revision is more concise, action-oriented, and quantifiable, making it more impactful and easier to read.


Final Thoughts

Proofreading and using professional language are essential steps in creating a CV that stands out in the finance industry. By dedicating time to these final touches, you demonstrate attention to detail, professionalism, and a commitment to high standards—all qualities that are crucial in finance roles.

An error-free, well-worded CV speaks volumes about your competence and care for your work. It’s often the difference between making a strong impression on recruiters and being overlooked. By following these steps, you’ll increase your chances of presenting a polished, professional CV that resonates with finance employers in the UK.

10. Add a Professional LinkedIn Profile Link

LinkedIn has become an essential platform for professionals in the finance industry. Most recruiters use LinkedIn to learn more about candidates, verify their experience, and see endorsements from connections. Adding a LinkedIn profile link to your CV is a small yet effective way to direct recruiters to a more comprehensive view of your professional background. By including it, you signal that you’re active in the professional community, open to networking, and serious about building your career in finance.

Here’s a guide on how to include a LinkedIn link on your CV, why it matters, and how to ensure your LinkedIn profile is polished and professional.


Why Adding a LinkedIn Profile Link Matters

  1. Extended Information: A CV is often limited to one or two pages, but LinkedIn allows for a more detailed presentation of your career, including additional achievements, endorsements, and even recommendations from colleagues.
  2. Visibility and Verification: Recruiters can view your LinkedIn profile to verify details on your CV, see mutual connections, and get a sense of your professional network. A strong LinkedIn profile can lend credibility to your application.
  3. Professional Brand: LinkedIn is a platform where you can demonstrate your personal brand in finance. It shows that you’re active in the industry, follow key companies and influencers, and are engaged with the finance community.
  4. Opportunity for Networking: Including your LinkedIn link makes it easier for recruiters, potential employers, and industry connections to connect with you. This could lead to further opportunities beyond the job you’re applying for.

How to Add a LinkedIn Link to Your CV

Your LinkedIn link should be placed at the top of your CV, near your contact information. This makes it easy for recruiters to find and click on the link when they want to learn more about you. Here’s how to format it effectively:

  1. Location: Place the LinkedIn link just below or alongside your phone number and email address in the CV header.
  2. Customise the URL: A custom LinkedIn URL looks cleaner, more professional, and is easier to type if the CV is printed. Instead of a long URL with random numbers, make your URL concise (e.g., linkedin.com/in/johndoe).
  3. Hyperlink: If you’re submitting a digital version of your CV (PDF or Word document), hyperlink the URL so that recruiters can click directly on the link to access your profile.

Example CV Header:

John Smith

London, UK

Phone: +44 123 4567 890 | Email: [email protected] | LinkedIn: linkedin.com/in/johnsmith

How to Customise Your LinkedIn URL

  1. Log in to LinkedIn and go to your profile.
  2. Click on “Edit public profile & URL” in the upper right corner.
  3. Under “Edit your custom URL,” click the pencil icon to modify your URL.
  4. Enter your name or a version of it that’s available (e.g., “johnsmith” or “john-smith-finance”).
  5. Save the changes.

Having a clean, customised URL not only looks professional but also makes it easier for recruiters to remember and access your profile.

Useful Link: LinkedIn Profile Tips – LinkedIn’s help section provides advice on optimising your profile for visibility, from customising your URL to enhancing your profile for search.


How to Optimise Your LinkedIn Profile for Finance Roles

Before adding your LinkedIn link to your CV, ensure that your profile is optimised and professional. Your LinkedIn profile should reflect your CV and offer a deeper insight into your skills, achievements, and connections in the finance industry. Here’s a step-by-step guide on how to polish your LinkedIn profile:

  1. Use a Professional Profile Photo
    • Choose a high-quality, professional photo that reflects the finance industry. Ideally, wear business attire and use a neutral background.
    • Avoid using informal or outdated photos. LinkedIn profiles with professional photos receive significantly more views.
  2. Craft a Compelling Headline
    • Your headline is one of the first things recruiters will see. Make it informative and relevant to your career goals.
    • Example: “Finance Graduate with Experience in Financial Analysis and Investment Management” or “Aspiring Financial Analyst | CFA Level 1 Candidate | Data-Driven Problem Solver.”
    • This headline should convey your expertise and current career focus in finance, helping you appear in relevant searches.
  3. Write a Strong About Section (Summary)
    • The “About” section is an opportunity to give a brief overview of your background, skills, and career aspirations. Make it concise, professional, and specific to finance.
    • Example:
      “Finance graduate with a First-Class Honours degree from the University of London and hands-on experience in financial analysis, risk assessment, and portfolio management. Completed internships at HSBC and Barclays, where I developed advanced Excel and financial modelling skills. Currently a CFA Level 1 candidate, with a strong interest in asset management and investment analysis.”
    • Use this space to mention key skills, relevant certifications, and career goals, and make sure it aligns with the summary on your CV.
  4. Build Out Your Experience Section
    • List your work experience, internships, and any finance-related projects in detail, just as you would on your CV. Include bullet points describing your responsibilities and achievements.
    • Ensure that job titles, dates, and descriptions match what’s on your CV to avoid inconsistencies.
    • Quantify achievements where possible, as numbers are impactful on LinkedIn as well.
  5. Add Certifications and Skills
    • LinkedIn has dedicated sections for certifications and skills. Add any certifications you hold, such as CFA Level 1, Bloomberg Market Concepts (BMC), or Microsoft Excel Specialist. These will be visible at a glance and help your profile stand out in searches.
    • List relevant finance skills, such as “Financial Analysis,” “Risk Management,” and “Financial Modelling,” and get endorsements from colleagues or professors if possible.
  6. Highlight Education and Relevant Coursework
    • Include your educational background and highlight any finance-specific courses, just as you did on your CV. This helps recruiters see that your academic background is aligned with the requirements of finance roles.
    • If you have a high classification (such as First Class Honours or a 2:1) or relevant coursework, mention it here.
  7. Request Recommendations
    • Recommendations from colleagues, professors, or supervisors can add credibility to your profile. A brief recommendation from a previous internship supervisor or a finance professor can make a positive impression.
    • Aim to get recommendations that are relevant to finance, focusing on your analytical skills, work ethic, or achievements during internships or projects.
  8. Engage with Finance Content
    • Follow finance-related companies, thought leaders, and organisations on LinkedIn. Engage with relevant content by liking, sharing, or commenting on posts.
    • This demonstrates your active interest in finance and keeps you updated with industry trends, which can be useful for interview conversations.
  9. Make Your Profile Public and Visible
    • Ensure that your LinkedIn profile is public, so recruiters can view it without needing a connection request.
    • Go to Settings & Privacy > Visibility > Edit your public profile and make sure your profile is visible to everyone. This is important, as private profiles may discourage recruiters from further engagement.

Ensuring Consistency Between Your CV and LinkedIn Profile

Consistency between your CV and LinkedIn profile is essential. Discrepancies in job titles, dates, or descriptions can raise red flags for recruiters. Here are some tips to ensure alignment:

  • Match Job Titles and Dates: Ensure that job titles, companies, and dates of employment match exactly on both your CV and LinkedIn profile.
  • Align Descriptions: While LinkedIn allows for a bit more detail, the overall description of your roles and achievements should align with your CV. Avoid adding exaggerated claims on LinkedIn that aren’t present on your CV.
  • Use Similar Language: Try to use similar phrasing for key responsibilities and skills on both your CV and LinkedIn. This reinforces your brand and makes your profile more cohesive.
  • Update Regularly: Keep your LinkedIn profile updated, especially if you add new roles, certifications, or skills to your CV. This will help you maintain a strong, consistent professional image.

Example of a LinkedIn-Ready CV Header

Here’s how a CV header with a LinkedIn link might look:


Sarah Johnson
London, UK
Phone: +44 123 4567 890 | Email: [email protected] | LinkedIn: linkedin.com/in/sarahjohnsonfinance


This clean, professional header makes it easy for recruiters to find additional information on LinkedIn and reflects a well-rounded approach to professional branding.


Adding a LinkedIn profile link to your CV is a simple but powerful way to enhance your application, especially in the UK finance sector, where LinkedIn is widely used for recruiting and networking. By ensuring your LinkedIn profile is professional, consistent with your CV, and fully optimised, you make a stronger impression on potential employers and increase your chances of standing out in a competitive job market.

LinkedIn provides an opportunity to expand on the information in your CV, build credibility through endorsements and recommendations, and demonstrate your active engagement in the finance industry. Following the steps above will help you create a polished, professional LinkedIn profile that complements your CV and supports your career goals in finance.

Additional Tips to Make Your Finance CV Stand Out

Creating a standout CV is essential in the competitive world of finance. Recruiters often receive hundreds of applications for a single role, so it’s crucial to ensure your CV is both easy to read and optimised for the hiring process. By using bullet points, optimising for Applicant Tracking Systems (ATS), and choosing impactful language, you’ll make your CV more appealing to both automated systems and human readers.


1. Use Bullet Points for Easy Skimming

Finance recruiters are often pressed for time and need to review CVs quickly. Using bullet points makes your CV easier to read by breaking up large chunks of text, allowing recruiters to quickly spot your key achievements and skills.

  • Structure and Clarity: Bullet points create a clear structure and prevent your CV from looking cluttered. Each point should be concise and focused on a specific achievement or responsibility, making it easier for recruiters to scan and assess your suitability.
  • Highlighting Achievements: Bullet points are ideal for listing achievements and responsibilities in previous roles. Start each bullet with a strong action verb (e.g., “Analysed,” “Developed,” “Led”) to make an immediate impact.
  • Focus on Relevance: Use bullet points to emphasise the achievements and skills most relevant to the finance role you’re applying for. Tailor your points to match the job description, ensuring that the most important information is easy to find.

Example:

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Finance Intern, Barclays, London, UK  

June 2022 – August 2022

– Analysed a £500M portfolio, identifying opportunities that contributed to a 10% increase in ROI.

– Developed a forecasting model in Excel, improving accuracy by 15% and enabling more reliable budgeting.

– Assisted in risk assessments for high-net-worth clients, reducing exposure by 8%.

In this example, each bullet point is a focused, action-oriented statement that conveys specific achievements and quantifiable results.


2. Optimise for Applicant Tracking Systems (ATS)

Many large finance companies use Applicant Tracking Systems (ATS) to streamline the recruitment process. These systems automatically scan CVs for keywords that match the job description, ranking applicants based on how closely their CV aligns with the role. Optimising your CV for ATS increases your chances of passing the initial screening and getting noticed by a human recruiter.

  • Use Keywords from the Job Description: Start by carefully reviewing the job description for specific keywords, such as “financial modelling,” “risk management,” or “data analysis.” Incorporate these keywords naturally into your CV to increase the chances of your application passing through ATS filters.
  • Focus on Relevant Skills and Competencies: Ensure that your CV highlights the key skills and competencies mentioned in the job description. Many ATS systems prioritise hard skills (e.g., Excel, Bloomberg, financial analysis) over soft skills, so make sure to include relevant technical skills.
  • Avoid Graphics and Unusual Formatting: ATS software can struggle to read complex formats, graphics, or tables. Stick to a clean, simple layout without images or decorative elements. Use standard section headings like “Experience,” “Education,” and “Skills,” which ATS systems can easily interpret.
  • Avoid Abbreviations: Some ATS software may not recognise certain abbreviations, so it’s a good idea to spell out terms initially, followed by the abbreviation in parentheses. For example, write “Bloomberg Market Concepts (BMC)” or “Chartered Financial Analyst (CFA)” to ensure both human readers and ATS systems understand your qualifications.

Example of ATS-Optimised Skills Section:

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Skills:

– Financial Modelling | Data Analysis | Risk Management

– Microsoft Excel | Bloomberg Terminal | SQL

– Portfolio Management | Budgeting and Forecasting | Quantitative Analysis

This skills section is rich in keywords that are likely to match many finance job descriptions, helping the CV pass through ATS filters and reach a recruiter.


3. Avoid Overused Words and Phrases

Certain phrases like “responsible for,” “hard-working,” and “team player” are overused and add little value. Instead, use strong, specific action verbs to communicate your achievements and contributions. Action verbs are impactful because they provide clarity and directly describe what you did, making your CV more engaging and memorable.

  • Be Direct and Specific: Instead of saying “responsible for managing budgets,” be more specific: “Managed departmental budgets totalling £500,000, identifying cost-saving opportunities that reduced expenses by 10%.” This approach not only eliminates vague language but also makes your accomplishments more tangible.
  • Use Action Verbs: Start each bullet point with a powerful action verb, such as “analysed,” “developed,” “executed,” or “enhanced.” Action verbs make your CV more dynamic and show that you’re proactive.
  • Avoid Clichés: Generic phrases like “team player” or “hard-working” don’t provide specific information about your skills or achievements. Instead, demonstrate these qualities with examples. For instance, if you worked effectively within a team, say, “Collaborated with cross-functional teams to develop a financial forecasting model, reducing budget variances by 15%.”

Useful Link: Indeed’s Guide on Action Verbs – This guide provides a list of impactful action verbs you can use to replace overused phrases and improve your CV’s language.

Examples of Replacing Overused Phrases:

  • Instead of: “Responsible for managing client accounts.”
    • Use: “Managed client accounts with a portfolio value of £2M, achieving a 95% client satisfaction rate.”
  • Instead of: “Worked as part of a team on a project.”
    • Use: “Collaborated with a cross-functional team to deliver a £500,000 cost-reduction project, meeting the deadline 10% ahead of schedule.”
  • Instead of: “A motivated self-starter with excellent attention to detail.”
    • Use: “Initiated a financial reporting improvement project, increasing reporting accuracy by 12% and reducing error rates by 20%.”

These examples replace generic language with precise achievements, making the CV more engaging and tailored to a finance audience.


Additional Tips for a Standout Finance CV

Here are some final tips to ensure your CV captures attention and communicates your skills effectively:

  1. Quantify Achievements Whenever Possible: Numbers speak loudly in finance. Use metrics to quantify your impact, such as “increased portfolio returns by 8%” or “reduced reporting time by 20%.” Quantifiable achievements make your contributions tangible and compelling.
  2. Focus on Relevant Experience: Tailor your CV to the specific finance role you’re applying for. Prioritise experience and skills that directly relate to the job description. Irrelevant information can dilute your CV’s impact.
  3. Highlight Certifications and Relevant Courses: Certifications such as CFA Level 1 or Bloomberg Market Concepts (BMC) add credibility to your CV. Include them prominently, especially if the job description mentions them as desirable or required qualifications.
  4. Use Consistent Formatting: Consistency in formatting makes your CV look professional and easy to read. Use the same font, font size, and alignment throughout. Avoid complex layouts or excessive colours, as these can distract from the content.
  5. Include a Professional LinkedIn Link: As discussed in the previous tip, adding a customised LinkedIn link can provide recruiters with a more detailed view of your background. Make sure your LinkedIn profile is consistent with your CV and professionally presented.
  6. Tailor Each CV for the Role: While it may be tempting to use a single CV for multiple applications, tailoring your CV to each job description can significantly improve your chances. Adjust keywords, prioritise relevant experience, and ensure your CV aligns with the specific role’s requirements.

Example of an Action-Oriented, Optimised CV Entry

Here’s how a CV entry might look when applying all the tips discussed above:

Investment Analyst Intern
HSBC, London, UK
June 2022 – August 2022

  • Conducted financial analysis on a £200M portfolio, identifying growth opportunities that contributed to a 12% increase in return on investment (ROI).
  • Developed an Excel-based forecasting model, improving budgeting accuracy by 18% and reducing variance by 10%.
  • Collaborated with a cross-functional team to perform risk assessments, lowering client portfolio risk by 15% through strategic asset reallocation.

This entry is concise, uses action verbs, quantifies achievements, and focuses on relevant skills and results. It’s ATS-friendly and easy to read, making a strong impact on recruiters.


Seal the Deal with a Polished, Professional Finance CV

Creating a standout finance CV requires more than just listing your qualifications; it’s about presenting yourself as a polished, detail-oriented, and results-driven candidate who understands the standards of the finance industry. By applying these strategies—optimising for ATS, using powerful action verbs, quantifying achievements, and focusing on clarity—you’ll craft a CV that not only grabs attention but holds it.

Every section of your CV should serve a purpose, from showcasing relevant skills to demonstrating real-world impact through quantifiable results. This level of precision not only highlights your technical competence but also mirrors the high standards of accuracy and professionalism expected in finance roles. Remember, your CV is often the first impression a recruiter will have of you, so make it count.

With a well-crafted, meticulously proofread CV that reflects your dedication to excellence, you’ll be well on your way to landing interviews and progressing in the competitive world of finance. The finance industry is all about impact, and a killer CV is your first opportunity to show that you’re ready to make yours.

Good luck, and may your tailored CV open doors to an exciting finance career!


These links will help reinforce the authority of your content and provide additional value to readers seeking reputable resources.

To stand out in the finance job market, your CV needs to be meticulously crafted to reflect your skills and experience while passing essential screening processes. For further guidance, explore our in-depth articles on How to Align Your CVwith a Compelling Cover Letter and How to Ensure Your CV Passes ATS Screening. By following these tips, you’ll be better equipped to make a lasting impression on recruiters.

For more job opportunities, industry insights, and expert advice, be sure to follow us on LinkedIn.

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