Paraplanner

Paraplanner Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Paraplanner job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

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  • Financial Planning
  • Retirement Planning
  • Paraplanning
  • Investments
  • Superannuation
  • Wealth Management
  • Financial Services
  • Xplan
  • Investment Strategies
  • Financial Advisory
  • Portfolio Management
  • Insurance
  • Pension Funds
  • Finance
  • Self Managed Superannuation Funds (SMSF)
  • Risk Management
  • Estate Planning
  • Investment Advisory
  • Financial Analysis
  • Income Protection
  • Trading
  • Morningstar
  • Mutual Funds
  • Asset Allocation
  • 401(k) Retirement Savings Plans
  • Life Insurance
  • Asset Management
  • Client Relations
  •   Show full list

Resume Skills: Financial Planning Tools

  • eMoney Advisor
  • Envestnet MoneyGuide
  • RightCapital
  • NaviPlan
  • RazorPlan
  • Morningstar Direct
  • Redtail CRM
  • WealthTec
  • MoneyGuidePro

Resume Skills: Technical

  • Word
  • Excel (Advanced, VBA)
  • PowerPoint
  • Outlook
  • QuickBooks (Certified ProAdvisor)
  • Microsoft Office Suite
  • Bloomberg
  • Morningstar
  • Investopedia
  • Oracle
  • Salesforce CRM

Resume Skills: Compliance

  • FINRA regulations
  • SEC guidelines
  • Certified Regulatory Compliance Professional (CRCP)
  • Series 65
  • GDPR

Resume Skills: Financial Techniques

  • Portfolio Building
  • Risk Management
  • Asset Allocation
  • Financial Planning
  • Wealth Management

Resume Skills: Regulations

  • Reg. BI
  • Reg. 9 reviews
  • KYC & AML procedures
  • FERPA
  • GDPR
  • CCPA

Resume Skills: Languages

  • English
  • Spanish (Fluent)
  • Mandarin
  • French

Resume Skills: Financial Analysis Software

  • Excel
  • QuickBooks
  • SAP
  • Bloomberg Terminal
  • Thompson One
  • PlanPlus

Resume Skills: Investment Platforms

  • Charles Schwab
  • Fidelity
  • E-Trade
  • TD Ameritrade
  • Vanguard
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Paraplanner Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Paraplanner Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Paraplanner
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2022 - Present
Senior Paraplanner
Boosted team efficiency by 30% by streamlining the financial planning process, which significantly reduced report turnaround times.
Improved superannuation contributions by recommending strategies resulting in a 40% increase in contribution rates for the year 2022.
Optimized financial services delivery by implementing Xplan software, contributing to a 20% increase in client satisfaction scores.
Mastered the use of advanced retirement planning strategies, growing client portfolios by an average of 25%.
Delegate tasks effectively among 5 junior paraplanners.
Resume Worded September 2019 - December 2021
Associate Paraplanner
Elevated client satisfaction scores by 15% by providing precise investment advice and personalized financial plans.
Contributed to the firm’s investment advisory capacity by creating clear and understandable wealth management plans for clients.
Reduced risk exposure by employing pension fund diversification strategies, resulting in a decrease in reportable incidents by 10%.
Morgan Stanley February 2016 - August 2019
Assistant Paraplanner
Assisted in implementing risk management measures which led to a 20% decrease in over-exposure to high-risk investments.
Developed proficiency in estate planning and aided senior planners in drafting 150+ estate plans during tenure.
EDUCATION
Resume Worded Institute January 2022
Certified Financial Planner (CFP)
Completed this certification while working full-time at Coached.com
Resume Worded University June 2016
Master of Arts - Financial Planning
Graduated with special distinction, top 5% of the class
SKILLS
Financial Planning Software: eMoney Advisor, Envestnet MoneyGuide, RightCapital, NaviPlan, RazorPlan, Morningstar Direct, Redtail CRM
Technical: Word (Advanced), Excel (Advanced, VBA), PowerPoint, Outlook, QuickBooks (Certified ProAdvisor)
Compliance: FINRA regulations, SEC guidelines, Certified Regulatory Compliance Professional (CRCP), Series 65, GDPR
OTHER
Certifications: Chartered Retirement Planning Counselor (CRPC) awarded by Resume Worded Institute (2018)
Leadership & Volunteering: Financial Literacy Volunteering Initiative at For a Better Community (2014-present)
Professional Development: National Association of Personal Financial Advisors (NAPFA) – Member (2018-Present)
Projects: Developed and published a comprehensive guide to individual retirement planning
Your Name
Financial Planner
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Vanguard March 2018 - Present
Senior Financial Planner
Instrumental in devising income protection plans which saw a 35% increase in client uptake.
Spearheaded the development of investment strategies, growing client portfolios by an average of 30% annually.
Pioneered the implementation of a new client database software, cutting data processing time by 50%.
Resume Worded May 2016 - February 2018
Financial Planner
Increased client satisfaction by 15% by devising customized financial plans.
Ensured a balanced approach to investments, contributing to an overall 20% reduction in client risk exposure.
Led a team of 3 paraplanners, improving team efficiency by 25%.
Coached.com January 2015 - April 2016
Assistant Financial Planner
Facilitated the planning of 60+ self-managed superannuation funds (SMSFs) annually.
Assisted in developing sound trading strategies, contributing to a 10% increase in successful trades.
EDUCATION
Resume Worded University March 2018
Master of Business Administration - Finance
Focused coursework on corporate financial management strategies, investment evaluation, risk mitigation
Resume Worded Institute April 2015
Certified Financial Planner (CFP)
Received certification while working part-time as an Assistant Financial Planner
SKILLS
Financial Planning Tools: eMoney Advisor, NaviPlan, WealthTec, Morningstar Direct, MoneyGuidePro, RightCapital
Financial Analysis Software: Excel (Advanced), QuickBooks, SAP, Bloomberg Terminal, Thompson One, PlanPlus
Investment Platforms: Charles Schwab, Fidelity, E-Trade, TD Ameritrade, Vanguard
OTHER
Awards: Top Performing Financial Planner Award - Vanguard (2019, 2020)
Professional Memberships: Member, Financial Planning Association (FPA) - 2018 till date
Volunteering: Financial Literacy Volunteer - National Foundation for Credit Counseling
Continued Learning: Attendee of the yearly Financial Planning Conference - 2016 onwards
Your Name
Investment Advisor
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs April 2020 - Present
Senior Investment Advisor
Devised key investment strategies leading to a 30% increase in clients' portfolio growth.
Successfully performed financial analysis of over 500 ventures, providing valuable insights for diversifying investment portfolios.
Spearheaded a team of 6 junior advisors, improving team efficiency by 35%.
Coached.com August 2017 - March 2020
Investment Advisor
Led financial planning for high-net-worth clients leading to a 25% growth in their overall wealth.
Implemented new procedure for risk management which cut down potential monetary losses by 15%.
Assisted clients in developing 100+ effective wealth management plans.
Resume Worded February 2014 - July 2017
Junior Investment Advisor
Assisted in managing portfolios worth $300M, providing timely and insightful market analysis.
Participated in retirement planning processes resulting in 70+ successfully established pension funds.
EDUCATION
Resume Worded Institute March 2020
Chartered Financial Analyst (CFA) - Level III
Achieved the certification whilst working full time at Goldman Sachs
Resume Worded University June 2017
Master of Business Administration - Finance Major
Graduated Magna Cum Laude
One of five students selected for Portfolio Management Practicum
SKILLS
Technical: Microsoft Office Suite, Bloomberg, Morningstar, Investopedia, Oracle, Salesforce CRM
Financial Techniques: Portfolio Building, Risk Management, Asset Allocation, Financial Planning, Wealth Management
Regulations: Reg. BI, Reg. 9 reviews, KYC & AML procedures, FERPA, GDPR, CCPA
Languages: English (Native), Spanish (Fluent), Mandarin (Conversational), French (Basic)
OTHER
Certifications: Certified Financial Planner (CFP) - 2021, Series 7 - General Securities Representative Exam (GSRE) - 2019, Series 63 - Uniform Securities Agent State Law Exam -2019
Awards: Goldman Sachs Excellence in Client Service Award (2021), Adviser of the Year - Coached.com (2019)
Professional Memberships: Financial Planning Association (FPA), Investments & Wealth Institute (IWI)
Continuing Education: Completed ongoing Financial Advisor Training Program - Coached.com (2018 - 2020)

How do I add skills to a Paraplanner resume?

1
Review the job posting closely.

Go through the Paraplanner posting you're applying to, and identify hard skills the company is looking for. For example, skills like Xplan, Financial Planning and Investments are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Wealth Management and Retirement Planning.

Add other common skills from your industry - such as Financial Services, Superannuation and Paraplanning - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Client Relations, Investment Strategies and Financial Analysis - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Use the exact job title.

Try to add the exact job title, Paraplanner, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Paraplanner Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Paraplanner job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Paraplanner Skills and Keywords to Include On Your Resume

Get your Resume Instantly Checked, For Free

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Paraplanner Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Professional


Resume Example
Highlights (Free)


Resume Example
Modern Two-Column


Resume Example
Clean Modern


Resume Example
Entry-Level (Free)


Resume Example
Concise


Frequently Asked Questions

What hard skills should you include on a Paraplanner resume?

Some popular Paraplanner hard skills are Financial Planning, Retirement Planning, Paraplanning, Investments, Superannuation, Wealth Management, Financial Services and Xplan.

Depending on the job you apply to, skills like Client Relations, Investment Strategies, Mutual Funds, Life Insurance and Financial Analysis can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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