Paraplanning Skills you Need for your CV and Career in Financial Services
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, 58% of Paraplanning job descriptions contained paraplanning as a required skill.
Keywords / Skills
Popularity
paraplanning
58%
financial services
47%
financial planning
43%
administrative support
20%
pensions
20%
microsoft office
20%
organisational skills
20%
administrative
16%
financial advice
16%
report writing
12%
wealth management
12%
team leader
12%
management
12%
research
8%
personal pensions
8%
cash flow
8%
suitability
8%
management experience
8%
advice
8%
independent financial advice
8%
chartered
4%
investment
4%
planner
4%
diplomas
4%
holistic financial planning
4%
investments
4%
pension administration
4%
manager
4%
pension schemes
4%
team management
4%
interpersonal skills
4%
accuracy
4%
management skills
4%
motivation
4%
staff training
4%
supportive
4%
time management
4%
train others
4%
staff development
4%
staff management
4%
training
4%
excellent communication skills
4%
paraplanning manager
4%
defined benefit
4%
hnw
4%
ifa
4%
highly organised
4%
financial forecasting
4%
financial calculations
4%
finance administrator
4%
team performance
4%
paraplanner
4%
attention to detail
4%
insurance
4%
mortgage advisor
4%
mortgage broker
4%
income protection
4%
mortgage brokers
4%
protection products
4%
communication skills
4%
financial data
4%
Improve your CV's success rate by using these Paraplanning skills and keywords or scan your CV to get a personalised score.