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

Share

Paraplanning Skills List in Financial Services

Below we have compiled a list of the most popular skills for a Paraplanning role. We ranked the top skills based on the percentage of Paraplanning job descriptions they appeared on. For example, 54% of Paraplanning job descriptions contained paraplanning as a required skill.

Keywords / Skills

Popularity

paraplanning
54%
financial planning
49%
financial services
40%
financial advice
26%
pensions
26%
administrative support
19%
microsoft office
19%
organisational skills
19%
independent financial advice
19%
investments
14%
report writing
12%
wealth management
12%
administrative
12%
suitability
10%
cash flow
10%
management
10%
research
7%
team leader
7%
advice
5%
knowledge sharing
5%
teamwork
5%
management skills
5%
motivation
5%
quality improvement
5%
staff training
5%
supportive
5%
time management
5%
private client
5%
train others
5%
staff development
5%
monitoring progress
5%
staff management
5%
training
5%
mentoring
5%
continuous improvement
5%
management experience
5%
personal pensions
5%
financial forecasting
3%
hnw
3%
defined benefit
3%
paraplanning manager
3%
paraplanner
3%
ifa
3%
highly organised
3%
chartered
3%
financial calculations
3%
finance administrator
3%
excellent communication skills
3%
attention to detail
3%
accuracy
3%
planner
3%
interpersonal skills
3%
income protection
3%
team performance
3%
team management
3%
pension schemes
3%
manager
3%
pension administration
3%
insurance
3%
holistic financial planning
3%
diplomas
3%
mortgage advisor
3%
investment
3%
mortgage broker
3%
financial data
3%
communication skills
3%
protection products
3%
mortgage brokers
3%
Export

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 Paraplanning skills and keywords or scan your CV to get a personalised score.