We’ve asked our Paraplanning and Technical specialist to write key inclusion points for your CV, ensuring your competency and suitability for the role is obvious to the hirer.

One of the biggest mistakes in a Paraplanner CV is the lack of information and detail provided relating to tasks, duties, products and areas covered.

Using the steps below should help you avoid missing essential information!

What systems and tools do you use?

IO

Bloomberg

Morningstar

FE Analytics

List all of the systems you have experience using, even company-specific systems.

What products and areas do you cover?

Pensions

Investments

Protection

Tax

Estate Planning

When discussing the products and areas you cover, remember and expand on this: what type of pensions/investments? etc

What ratio is this work, is it mostly pensions but aspects of investments?

I.E, Pensions knowledge in SIPP, DC, DB

Investments knowledge of ISA’s, Bonds

Ensure you cover all bases and go into detail about what it is exactly you work on and to what extent.

What is your day to day duties?

Processing new business

Valuations

Quotations

Servicing existing clients

Database Management

Cashflow Modelling

Report writing

Research

Meeting and Greeting Clients

Include how much of your work is dedicated to report writing.

What Qualifications or Awards do you have?

Papers towards Level 4 Diploma in Regulated Financial Planning (Eg, RO1 – R06)

Degrees

Professional Qualifications

It could also be useful to mention how many Advisers you work with if you do work with more than one.

Hopefully, some of these key points help you to discern the type of information that is sought after and required to help you progress to the interview stage!