When it comes to crafting a standout CV, one question we are often asked at the Eventus Recruitment Group is: Should you include billings and client wins? The answer from our team is a resounding yes. However, it’s important to display the information in a certain way in order for it to be effective. Let’s explore…
Why Billings and Client Wins Matter
Including billings, financial performance, and client wins provides clear, measurable proof of your impact. Rather than simply listing responsibilities, these metrics demonstrate the value you’ve brought to your firm.
Amy Watson, Legal Recruitment Consultant at Eventus Recruitment, explains that showcasing achievements such as annual fee income, business development success, or growth in client following can significantly strengthen your CV. These details offer tangible evidence of your contributions and professional success.
Legal Recruitment Consultant, Vanessa Grey, agrees, highlighting that quantifiable achievements help differentiate candidates. Many CVs focus heavily on duties, but fewer clearly demonstrate commercial impact. Adding figures like revenue generated or clients secured can make your application far more compelling.
How to Present Your Achievements
The key is to be specific, clear, and professional. For example:
- Instead of: “Won new clients”.
Write: “Secured 8 new clients generating £250k in revenue”. - Instead of: “Handled client accounts”.
Write: “Managed a portfolio generating £500k in annual billings”.
Furthermore, Richard Hatchett – Legal Recruitment Consultant – recommends including both annual and monthly averages, as employers often appreciate seeing consistent performance over time. If you’ve exceeded targets, say so – it shows you go beyond expectations.
A strong example shared by the team included:
Billing circa £12.5k per month working 4 days a week (£149k annually)
Simple, clear, and impactful.
Tailor Metrics to Your Specialism
Not all roles measure success in the same way. Nikki Phillips – Legal Recruitment Consultant – points out that, for example, a Family Solicitor may not be assessed in the same way as a Corporate Lawyer. In some areas, reputation, referrals, and client recommendations may carry more weight than raw billing figures.
Similarly, Legal Recruitment Consultant, Izzie Vaughan, notes that context is essential. A Conveyancer handling a high-volume caseload may naturally bill more than someone in a lower-volume, high-value practice. Including caseload size or type of work can help provide meaningful context to your numbers.
Demonstrating Financial Planning Work Experience on your CV
Financial Services Recruitment Consultant, Duncan McIlroy, highlights the importance of using metrics to physically demonstrate your work experience on a Financial Planning CV. In a profession driven by trust, performance, and long-term relationships, quantifiable metrics can set you apart. Financial planners should consider including quantifiable figures such as:
- Assets under management (AUM) or Funds built.
- Net new assets or inflows generated.
- Client retention and satisfaction rates.
- Number of client households advised.
Adding context – such as year-on-year growth, percentage increases, or improvements in client retention – makes your achievements even more compelling. Each number should carry context (for example, “grew personal AUM to £45m over three years, at 95% retention”). These metrics provide clear evidence of your impact and commercial value. Top tip: Use figures / successes that you can back up and discuss in a job interview.
If you are earlier in your career and don’t yet manage your own client base, you can still demonstrate value. For instance, highlight the total AUM you support, the number of financial plans you’ve contributed to, or the scale and complexity of the portfolios you help manage. This shows both your exposure and your role in delivering client outcomes.
Don’t Forget Confidentiality
While metrics are valuable, confidentiality is crucial. Avoid disclosing sensitive or identifiable information. Instead, generalise your clients:
- “A leading UK retail brand”.
- “A FTSE 100 client”.
- “A high-net-worth individual”.
If necessary, use approximate figures rather than exact numbers.
Final Thoughts
Including billings and client wins on your CV can significantly strengthen your application, if done correctly. These metrics:
- Showcase your commercial awareness.
- Provide measurable proof of success.
- Help you stand out from other candidates.
Ultimately, a well-crafted CV doesn’t just tell employers what you’ve done, it shows them the impact you’ve made.
If you can quantify your achievements clearly, accurately, and professionally, you’ll give yourself a powerful edge in today’s competitive job market.
For tailored support with preparing your CV in the Legal, Finance, Financial Planning or Mortgage sectors, get in touch with us at the Eventus Recruitment Group. We are always happy to help.