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, 80% of Paraplanning job descriptions contained financial planning as a required skill.

Keywords / Skills

Popularity

financial planning
80%
financial advice
60%
pensions
55%
independent financial advice
55%
investments
55%
financial services
26%
paraplanning
26%
wealth management
15%
chartered
6%
chartered financial planner
6%
financial adviser
6%
financial advisor
6%
financial consultant
6%
ifa
6%
diplomacy
3%
financial advisory
3%
financial goals
3%
interpersonal skills
3%
administrative support
3%
prioritisation
3%
coordinating meetings
3%
wealth management services
3%
tactical planning
3%
team culture
3%
admin
3%
telephone manner
3%
finance
3%
holistic financial planning
3%
advisor
3%
analytical
3%
level 4 diploma in financial planning
3%
compliance
3%
suitability reports
3%
confidentiality
3%
technical reports
3%
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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.