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10 CV Tips - FinTech and Insurance

10 CV Tips - FinTech and Insurance

July 2023 by Finitas
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When it comes to securing a job in the competitive field of FinTech and Insurance, a well-crafted and impactful CV is your first and most crucial tool. A job in these fields demands a unique set of skills and qualifications, and your CV needs to effectively showcase your abilities, experience, and potential to employers. To help you navigate this important step in your career, we have compiled ten essential tips to guide you in creating a standout CV.


1. Tailor your CV to the specific role

Within the FinTech and Insurance sector, each job is unique, with its own set of requirements and responsibilities. Take the time to carefully read and understand the job description, and then customise your CV accordingly. Highlight the skills, experiences, and achievements that directly align with the role you are applying for.

2. Start with a compelling summary statement

Capture the employer’s attention from the beginning with a concise and impactful summary statement. Clearly state your career goals, key qualifications, and core strengths, demonstrating your passion for your sector and your ability to excel in the field. This is an excellent and concise way to show off your personality and top traits before you display additional information, such as qualifications.

3. Emphasise your qualifications

In these competitive industries, academic qualifications hold significant weight. Clearly list your relevant degrees, certifications, and licenses in a prominent position on your CV alongside any relevant coursework to demonstrate your expertise. Keep in mind that your qualifications could set you apart from the competition.

4. Highlight your technical skills

Both FinTech and Insurance roles often require proficiency in various software, financial modelling tools, and accounting software. Include a dedicated section that showcases your technical skills, emphasising your familiarity with the tools and technologies commonly used in your chosen job. Most jobs will offer to upskill but be prepared to show evidence that you are quick learning and hardworking.

5. Showcase your experience

Outline your work experience in reverse chronological order, starting with your most recent role. Highlight your accomplishments, responsibilities, and the impact you made in each position, and why these are applicable to the job you are applying to. Quantify your achievements whenever possible, using metrics and percentages to provide tangible evidence of your contributions.

6. Include relevant keywords

Many employers use applicant tracking systems (ATS) to screen CVs e.g Bullhorn and PinPoint. To ensure your CV passes this initial screening, incorporate relevant keywords and phrases from the job description. This will increase the chances of your CV being selected for further review by hiring managers.

7. Provide references and recommendations

Including references or recommendations from previous employers, professors, or colleagues can add credibility to your application. Seek permission from individuals who can vouch for your skills, work ethic, and character. Ensure their contact information is accurate and readily available.

8. Showcase soft skills

While technical skills are crucial, soft skills are equally important. Highlight your communication, teamwork, problem-solving, and leadership abilities. These qualities are highly valued in any industry.

9. Pay attention to formatting

Maintain a clean, professional format throughout your CV. Use clear headings, bullet points, and concise paragraphs to improve readability. Keep the document to two pages as a maximum.

10. Regularly update and review your CV

Finally, remember that your CV is a dynamic document that should be updated regularly as you gain new experiences and skills. Set aside time to review and refine your CV periodically, ensuring it reflects your most recent accomplishments and aligns with the evolving needs of the Insurance and FinTech industries.


Crafting a job CV effective for these competitive sectors requires careful attention to detail and a strategic approach. By tailoring your CV to the specific role, emphasising your qualifications, highlighting relevant experiences, and demonstrating your skills, you can create a document that stands out to all potential employers in the finance industry. Remember to stay organised, keep your CV error-free, and regularly update it to showcase your growth and adaptability. With these ten essential tips in mind, you should land your perfect role in no time.


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