Paraplanner Skills you Need for your CV and Career in Financial Services

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Paraplanner Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Paraplanner role. We ranked the top skills based on the percentage of Paraplanner job descriptions they appeared on. For example, 96% of Paraplanner job descriptions contained paraplanning as a required skill.

Keywords / Skills

Popularity

paraplanning
96%
financial planning
39%
financial services
34%
pensions
29%
report writing
24%
independent financial advice
24%
research
24%
paraplanner
20%
holistic financial planning
20%
financial advice
15%
investments
15%
wealth management
15%
retirement planning
15%
financial advisory
15%
administrative
15%
wealth management services
15%
technical analyst
10%
level 4 qualified
10%
financial planners
10%
investment
10%
technical research
10%
general administration
5%
client services
5%
administrative duties
5%
compliance procedures
5%
fe
5%
trainee financial advisor
5%
pension
5%
dipfa
5%
ifa administrator
5%
client administrator
5%

While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Paraplanner skills and keywords or scan your CV to get a personalised score.