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, 97% of Paraplanner job descriptions contained paraplanning as a required skill.

Keywords / Skills

Popularity

paraplanning
97%
financial planning
57%
independent financial advice
40%
analytical skills
30%
chartered
30%
financial advice
27%
wealth management
24%
financial services
24%
paraplanner
17%
research
14%
financial planners
10%
technical analyst
10%
level 4 qualified
10%
pensions
10%
administrative
10%
report writing
7%
holistic financial planning
7%
advice
7%
investment
7%
inheritance tax planning
4%
technical research
4%
investment management
4%
investments
4%
dipfa
4%
wealth management services
4%
financial advisory
4%
retirement planning
4%
analysis
4%
financial data
4%
communication skills
4%
financial forecasting
4%
financial calculations
4%
finance administrator
4%
ifa
4%
highly organised
4%
excellent communication skills
4%
attention to detail
4%
accuracy
4%
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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 Paraplanner skills and keywords or scan your CV to get a personalised score.