Paraplanner Resume Example & Writing Guide

Use this Paraplanner resume example and guide to improve your career and write a powerful resume that will separate you from the competition.

Paraplanners are primarily responsible for planning and organizing all the details of a client’s financial plan. They’re often the first point of contact for new clients, and can serve as a trusted resource for existing ones.

Because there are so many moving parts to any financial plan—from asset allocation to tax implications to insurance needs—paraplanners need to be incredibly organized. They need to have a knack for breaking down complex information into easy-to-understand language, and have great communication skills to help clients feel comfortable with their decisions.

Because of the sensitive nature of the work they do, paraplanners also need to have a high level of discretion. They need to understand how to protect client confidentiality while still providing the transparency clients need to make confident decisions.

Here are some tips and an example to help you write a great paraplanner resume that will land you interviews with top firms in the industry.

James Smith
Chicago, IL | (123) 456-7891 | [email protected]

Experienced paraplanner with a passion for helping people achieve their financial goals. Proven ability to provide comprehensive financial planning and investment advice, utilizing knowledge of retirement planning, estate planning, and insurance. Driven to help people make the most of their money and secure their financial future.

DePaul University Jun '10
B.S. in Business Administration
Company A, Paraplanner Jan '17 – Current
  • Assisted with the development of marketing plans, proposals and presentations for clients in a variety of industries including healthcare, higher education, manufacturing, non-profit organizations and retail.
  • Conducted research on competitors’ products/services to identify strengths and weaknesses as well as opportunities for growth.
  • Developed pricing strategies based on market conditions and competitor activity to ensure that prices are competitive while maximizing profit potential.
  • Prepared client correspondence such as letters, faxes or e-mails regarding project status or other issues related to projects under management.
  • Maintained contact information for current and prospective clients through database software (e.g., ACT! or Salesforce).
Company B, Paraplanner Jan '12 – Dec '16
  • Created and maintained a database of over 100 clients, which included personal information such as contact details and financial history
  • Prepared tax returns for individuals based on their specific circumstances (e.g., single or married filing jointly)
  • Assisted senior-level paraplanners with more complex client issues requiring additional research and analysis
  • Collaborated with the team to identify opportunities for improvement in workflow processes and procedures
  • Communicated effectively with clients by explaining technical terms in layman’s terms when necessary
Company C, Financial Planning Assistant Jan '09 – Dec '11
  • Coordinated and scheduled appointments with clients.
  • Maintained and updated client information in the customer relationship management system.
  • Assisted clients with the completion of account paperwork and applications.
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Analyst (CIMA)

Industry Knowledge: Financial Planning, Retirement Planning, Insurance, Taxation, Investment
Technical Skills: Microsoft Office Suite, QuickBooks, TurboTax,, Fidelity, Charles Schwab, Quicken, E*Trade
Soft Skills: Communication, Listening, Problem-Solving, Teamwork, Patience, Attention to Detail

How to Write a Paraplanner Resume

Here’s how to write a resume of your own.

Write Compelling Bullet Points

Bullet points are the most effective way to showcase your experience and qualifications. But rather than simply listing your responsibilities, you can use them to demonstrate your value by providing specific examples of how you contributed to the organization.

For example, rather than saying you “provided financial analysis for new product launches,” you could say that you “provided financial analysis for new product launches by calculating ROI for new product launches based on projected revenue and costs, resulting in a 15% increase in projected revenue for new product launches.”

Notice how the second bullet point is more specific and provides more detail about what exactly you did and the outcome of your work.

Identify and Include Relevant Keywords

Paraplanner resume keywords are essential to getting noticed by the applicant tracking system (ATS). The ATS will scan your resume for certain terms related to the job opening, like “budgeting” or “financial analysis.” If your resume doesn’t have enough of the right keywords, the ATS might discard your application.

To make sure your resume makes it past the ATS, use this list of common paraplanner keywords and phrases as a starting point:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Investments
  • Financial Advisory
  • Wealth Management
  • Tax
  • Financial Services
  • Financial Analysis
  • 401(k) Retirement Savings Plans
  • Tax Preparation
  • Insurance
  • Mutual Funds
  • Accounting
  • Financial Accounting
  • Life Insurance
  • Business Planning
  • Risk Management
  • Financial Modeling
  • Financial Advisory Services
  • Investment Advisory
  • Banking
  • Teamwork
  • Microsoft Access
  • Negotiation
  • Business Strategy
  • Property & Casualty Insurance
  • Customer Service
  • Business Planning & Strategy
  • Financial Planning

Showcase Your Technical Skills

As a paraplanner, you need to be proficient in a variety of software programs and systems in order to effectively do your job. This might include financial planning software, portfolio management software, and tax preparation software. Additionally, you need to be able to use spreadsheets and word processing programs to create reports and documents. Being able to list your technical skills prominently on your resume will show that you are a valuable asset to any financial planning firm.


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