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, 95% of Paraplanner job descriptions contained paraplanning as a required skill.

Keywords / Skills

Popularity

paraplanning
95%
financial planning
39%
financial services
39%
report writing
28%
pensions
28%
research
23%
holistic financial planning
23%
independent financial advice
23%
financial advisory
17%
retirement planning
17%
investments
17%
wealth management
17%
financial planners
12%
wealth management services
12%
paraplanner
12%
technical research
12%
administrative
12%
financial advice
12%
technical analyst
6%
fe
6%
general administration
6%
compliance procedures
6%
administrative duties
6%
client administrator
6%
level 4 qualified
6%
trainee financial advisor
6%
pension
6%
investment
6%
ifa administrator
6%
client services
6%

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.