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

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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, 100% of Paraplanning job descriptions contained paraplanning as a required skill.

Keywords / Skills

Popularity

paraplanning
100%
ifa
43%
wealth management
43%
research
29%
investments
29%
pensions
29%
financial planning
15%
project management
15%
structured finance
15%
tax planning
15%
paraplanner
15%
report writing
15%
financial advisory
15%
retirement planning
15%
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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.