Paraplanner CV example

If you can support financial advisers with research, record-keeping and other important administrative tasks, you could be a very valuable member of the team.

But in order to help the team, you first need to land the job and that requires an engaging application that’s going to grab the recruiter’s attention.

If you need a bit of guidance when creating your application, you’re in the right place. Check out our top tips and paraplanner CV example below.

 

 

 

Paraplanner CV example

Paraplanner CV 1

Paraplanner CV 2

 

This CV example showcases the optimal structure and format for your Paraplanner CV, providing a pleasant reading experience for busy recruiters.

It also demonstrates the skills, experience and qualifications you should emphasize in your own CV to increase your chances of landing job interviews.

 

CV builder

 

Paraplanner CV format and structure

In a highly competitive job market, recruiters and employers are often inundated with applications. If they can’t find what they’re looking for in your CV quickly, they may skip past your application and move on to the next one in their inbox

So, it’s crucial to structure and format your CV in a way that enables them to find your essential details with ease, even if they’re pressed for time.

 

How to write a CV

 

Tips for formatting your Paraplanner CV

  • Length: Recruiters will be immediately put off by lengthy CVs – with hundreds of applications to read through, they simply don’t have the time! Grabbing their attention with a short, snappy and highly relevant CV is far more likely to lead to success. Aim for two sides of A4 or less.
  • Readability: Columns, lists, bullet points, bold text and subtle colour can all help to aid the readability of your CV. Your overarching goal should be to make the content as easy to read and navigate as possible, whilst also aiming to make your key skills and achievements stand out.
  • Design & format: The saying ‘less is more’ couldn’t be more applicable to CVs. Readability is key, so avoid overly complicated designs and graphics. A subtle colour palette and easy-to-read font is all you need!
  • Photos: Recruiters can’t factor in appearance, gender or race into the recruitment process, so a profile photo is not usually needed. However, creative employers do like to see them, so you can choose to include one if you think it will add value to your CV .

 

Quick tip: Creating a professional CV style can be difficult and time-consuming when using Microsoft Word or Google Docs. To create a winning CV quickly, try our quick-and-easy CV Builder and use one of their eye-catching professional CV templates.

 

CV formatting tips

 

 

CV structure

To make it easy for busy recruiters and hiring managers to digest your CV, divide the content into several key sections when writing it:

  • Contact details: Always list your contact details at the very top to avoid them being missed.
  • Profile: Start with an introductory paragraph that catches recruiters’ attention and summarises your offerings.
  • Work experience/career history: List your relevant work experience in reverse chronological order, starting with your current position.
  • Education: Provide a concise summary of your education and qualifications.
  • Interests and hobbies: You can include an optional section to showcase any hobbies that demonstrate transferable skills.

Now you understand the basic layout of a CV, here’s what you should include in each section of yours.

 

Contact Details

Contact details

 

Begin by sharing your contact details, so it’s easy for employers to give you a call.
Keep to the basics, such as:

  • Mobile number
  • Email address – It should sound professional, with no slang or nicknames. Make a new one for your job applications if necessary.
  • Location – Simply share your vague location, for example ‘Manchester’, rather than a full address.
  • LinkedIn profile or portfolio URL – Remember to update them before you send your application.

 

Paraplanner CV Profile

Your CV profile is the first thing recruiters will read – so your goal is to give them a reason to read onto the end of the document!

Create a short and snappy paragraph that showcases your key skills, relevant experience and impressive accomplishments.

Ultimately, it should prove to the reader that you’ve got what it takes to carry out the job.

 

CV profile

 

How to write a good CV profile:

  • Make it short and sharp: Recruiters are busy, so to ensure your profile is actually read, it’s best to keep it short and snappy. 3-5 punchy lines makes for the perfect profile.
  • Tailor it: Recruiters can spot a generic, mass-produced CV at a glance – and they certainly won’t be impressed! Before you write your profile (and CV as a whole), read through the job advert and make a list of any skills, knowledge and experience required. You should then incorporate your findings throughout your profile and the rest of your CV.
  • Don’t add an objective: You only have a small space for your CV profile, so avoid writing down your career goals or objectives. If you think these will help your application, incorporate them into your cover letter instead.
  • Avoid generic phrases: Cheesy clichès and generic phrases won’t impress recruiters, who read the same statements several times per day. Impress them with your skill-set, experience and accomplishments instead!

 

Example CV profile for Paraplanner

Dedicated and detail-oriented Paraplanner with a strong background in financial planning and wealth management. Proficient in conducting in-depth investment analysis, ensuring compliance with UK financial regulations, and providing invaluable support to financial advisors. Adept at crafting comprehensive financial strategies to help clients achieve their financial goals.

 

What to include in your Paraplanner CV profile?

  • Experience overview: Start with a brief summary of your relevant experience so far. How many years experience do you have? What type of companies have you worked for? What industries/sectors have you worked in? What are your specialisms?
  • Targeted skills: Highlight your skills which are most relevant to Paraplanner jobs, to ensure that recruiters see your most in-demand skills as soon as they open your CV.
  • Important qualifications: Be sure to outline your relevant Paraplanner qualifications, so that anyone reading the CV can instantly see you are qualified for the jobs you are applying to.

 

Quick tip: If you are finding it difficult to write an attention-grabbing CV profile, choose from hundreds of pre-written profiles across all industries, and add one to your CV with one click in our quick-and-easy CV Builder. All profiles are written by recruitment experts and easily tailored to suit your unique skillset.

 

Core skills section

Add a core skills section below your profile to draw attention to your most applicable skills and make them stand out to readers.

This should consist of 2-3 columns of bullet points that emphasise your relevant skills.

Before creating this section, review the job description and compile a list of any specific skills, specializations, or knowledge needed. Incorporate these findings into your list to portray yourself as the ideal candidate for the position.

 

Core skills section CV

 

Important skills for your Paraplanner CV

Financial Analysis – Analysing financial data, including income, expenses, and investments, to support comprehensive financial planning.

Investment Research – Conducting research on investment options, analysing market trends, and recommending suitable investment strategies.

Risk Assessment – Evaluating a client’s risk tolerance and recommending appropriate investment and insurance products based on their risk profile.

Tax Planning – Utilising knowledge of tax laws and regulations to optimise tax-efficient investment and financial planning strategies for clients.

Retirement Planning – Creating retirement plans, including pension analysis, withdrawal strategies, and long-term financial projections.

Estate Planning – Assisting clients in estate planning, including wills, trusts, and inheritance strategies to protect and transfer wealth.

Financial Software – Using financial planning software and tools to model and analyse various financial scenarios.

Compliance and Regulations – Utilising knowledge of financial industry regulations, including FCA (Financial Conduct Authority) rules, to ensure compliance in client recommendations.

Client Communication – Interacting with clients, explaining complex financial concepts and strategies clearly.

Documentation and Reporting – Preparing accurate and detailed financial reports, including client financial plans, investment proposals, and compliance records.

 

Quick tip: Our quick-and-easy CV Builder has thousands of in-demand skills for all industries and professions, that can be added to your CV in seconds – This will save you time and ensure you get noticed by recruiters.

 

CV builder

 

Work experience

Now that recruiters have a good overview of your skills and abilities, you need to jump into the detail of your career history.

Give them a more thorough insight into what you can do by creating a detailed list of your relevant experience.

Start with your current role, and work backwards through all the relevant positions you’ve held.
This could be freelance, contract or voluntary work too; as long as it’s related to the role you’re applying for.

 
Work experience
 

Structuring each job

Whilst writing your CV, it’s essential to look at it from the eyes of a recruiter.

If they’re met with giant blocks of text which are impossible to navigate, they might get frustrated and skip onto the next CV.

Instead, make use of the 3-step structure shown below, to give them a pleasant reading experience.

 
Role descriptions
 

Outline

Start with a 1-2 sentence summary of your role as a whole, detailing what the goal of your position was, who you reported to or managed, and the type of organisation you worked for.

 

Key responsibilities

Next, write up a punchy list of your daily duties and responsibilities, using bullet points.

Wherever you can, point out how you put your hard skills and knowledge to use – especially skills which are applicable to your target role.

 

Key achievements

Finish off by showcasing 1-3 key achievements made within the role.

This could be anything that had a positive effect on your company, clients or customers, such as saving time or money, receiving exemplary feedback or receiving an award.

 

Sample job description for Paraplanner CV

Outline

Support a team of five financial advisors at a leading UK wealth management company in creating tailored financial plans for high-net-worth clients.

Key Responsibilities

  • Conduct comprehensive financial analysis and risk assessments for client portfolios
  • Collaborate with investment managers to perform due diligence on potential investment opportunities, assessing risk and return profiles
  • Prepare tax-efficient investment strategies for clients, optimising their portfolios
  • Stay updated on changes in the UK regulatory environment

 

Quick tip: Create impressive job descriptions easily in our quick-and-easy CV Builder by adding pre-written job phrases for every industry and career stage.

 

 

Education section

Although there should be mentions of your highest and most relevant qualifications earlier on in your CV, save your exhaustive list of qualifications for the bottom.

If you’re an experienced candidate, simply include the qualifications that are highly relevant to Paraplanner roles.

However, less experienced candidates can provide a more thorough list of qualifications, including A-Levels and GCSEs.

You can also dedicate more space to your degree, discussing relevant exams, assignments and modules in more detail, if your target employers consider them to be important.

 

Hobbies and interests

The hobbies and interests CV section isn’t mandatory, so don’t worry if you’re out of room by this point.

However, if you have an interesting hobby, or an interest that could make you seem more suitable for the role, then certainly think about adding.

Be careful what you include though… Only consider hobbies that exhibit skills that are required for roles as a Paraplanner, or transferable workplace skills.

There is never any need to tell employers that you like to watch TV and eat out.

 

CV builder

 

Creating a strong Paraplanner CV requires a blend of punchy content, considered structure and format, and heavy tailoring.

By creating a punchy profile and core skills list, you’ll be able to hook recruiter’s attention and ensure your CV gets read.

Remember that research and relevance is the key to a good CV, so research your target roles before you start writing and pack your CV with relevant skills.

Best of luck with your next application!