Paraplanner Resume

Are you looking at becoming a Paraplanner? They are a junior member of a financial planning team. They are responsible for collating documents from clients and completing the baseline, non-customer-facing work for a financial planning session. Paraplanners provide support to more senior Financial Advisers and Senior Paraplanners and sometimes provide guidance to Junior Paraplanners. Diligent and excellent communicators, Paraplanners can either work in-house or contract remotely.

Currently, there are only 901 positions for a Paraplanner across Australia with a common salary of $70K per year. While it is an extremely competitive role to get into, The Perfect Resume team has helped others to land an interview in the Banking & Financial Services industry. We believe we can increase your chances with our resume writing services also!

To apply for a Paraplanner position, your resume will need to prove to recruiters and prospective employers that you will have the following transferable skills:

• Preparing financial planning documentation, ready for endorsement by the senior team members.
• Entering client data into the software, such as XPlan, COIN and Midwinter.
• Preparing and comparing different financial modelling for clients.
• Generating reports and presenting them.
• Maintaining client files.
• Making calls to clients to follow up on information or requests and preparing letters to be sent out.
• Assisting with investment and superannuation rollovers for SMSFs, retail and industry funds.
• Fact-finding and data checking.

Due to the high volume of applications for a Paraplanner received every year, qualifications that would increase your chances of landing an interview include a Certificate IV in Financial Services (FNS41815), Diploma of Financial Planning (FNS50615) or Advanced Diploma of Financial Planning (FNS60415).

The Perfect Resume Services

When applying for a Paraplanner position, your resume needs to tell a story about your skills, expertise, talents and passions and in a highly competitive job market, standing out matters!

The team of professional resume writers at The Perfect Resume are skilled in writing resumes for Paraplanners and have proven success in helping people land interviews and the job they want! We offer all job seekers a free resume review, ATS Scan, guides and templates and genuinely care about your career outcomes, partnering with you on your job search journey, following up and providing ongoing support. Your Professional Resume Writer will not let you feel like you are on your own!

If you know you need help, email your resume to info@theperfectresume.com.au. We will review it for free, provide some feedback, and recommend the resume writing services that suit you.