Simply Paraplanner

  • Home
  • Simply Paraplanner

Simply Paraplanner Simply Paraplanner matches great firms with top-notch virtual hires, allowing firm and their teams to make a big impact in the lives of their clients.
(6)

Navigating the job search and hiring process for virtual positions isn't easy, but it doesn't have to slow you down. Simply Paraplanner matches great firms with top-notch hires into full-remote positions. For employers, we know where the great candidates are. In addition to a pool of growing job-seekers, we help employers find and screen qualified candidates without the headache of becoming a hiri

ng expert or getting spread too thin in the process. For job-seekers, we know where the great firms are, and even better, which ones are committed to forever-remote positions. We'll help you find and prep for the position of your dreams so you continue to grow as a financial professional. So stop wondering if the right firm or the right candidate is out there. Visit us today and start your search with confidence.

How We’re Changing the World of ParaplanningStraight from the blog! Check it out.
11/09/2024

How We’re Changing the World of Paraplanning
Straight from the blog! Check it out.

In the past few years, we have grown from a simple job board to a thriving community of hundreds and hundreds of virtual paraplanners. But even as recently as a few years ago, the idea of virtual paraplanning simply didn’t exist. In fact, paraplanning as a job is such a modern development that the...

How to Get More Responses From Your Job ApplicationsStraight from the blog! Check it out.
04/09/2024

How to Get More Responses From Your Job Applications
Straight from the blog! Check it out.

Let’s be real, applying to jobs can be tedious. There are so many details and no matter how many you complete; every new application can feel as intimidating as the last. Beyond that, you’re sometimes competing with dozens (and sometimes hundreds) of other job seekers, so how do you stand out? F...

Quick Tips to Grow as a ParaplannerStraight from the blog! Check it out.
28/08/2024

Quick Tips to Grow as a Paraplanner
Straight from the blog! Check it out.

Inside the Paraplanner Portal, our community members have tons of great tips and tricks they’ve learned while working with their advisors and developing into their roles as paraplanners. And if you’re already a member, you know we love to hear these insights during our frequent coaching calls! I...

The Greatest Thing Our Virtual Company Did In 2022
21/08/2024

The Greatest Thing Our Virtual Company Did In 2022

If our virtual team works seamlessly online…why make the effort to meet in person for a retreat?

6 Ways to Make Your Financial Planning Resume Stand Out
14/08/2024

6 Ways to Make Your Financial Planning Resume Stand Out

Whether you’re a recent grad or career-changer looking for your first gig in the financial planning field or an experienced financial planner feeling stunted in your current position, having a resume that stands out is key.

Best Practices for Finding a Paraplanning JobStraight from the blog! Check it out.
07/08/2024

Best Practices for Finding a Paraplanning Job
Straight from the blog! Check it out.

Whether you’re looking for that elusive dream client, or you’re just hoping to get your foot in the door for the first time, the job search process can be challenging for a virtual paraplanner. Maybe you’ve been sifting through job postings and sending out resumes without getting anywhere. Or ...

🎉 Check out our latest opportunity! Mana Financial Life Design is seeking a Full-Time Financial Planner to join their te...
07/08/2024

🎉 Check out our latest opportunity! Mana Financial Life Design is seeking a Full-Time Financial Planner to join their team. Click the link and apply today! https://simplyparaplanner.com/job/manafld3/

🎉 Check out our latest opportunity! The Basballe Group is seeking a Full-Time Financial Planning Associate with Tax Expe...
06/08/2024

🎉 Check out our latest opportunity! The Basballe Group is seeking a Full-Time Financial Planning Associate with Tax Experience to join their team. Click the link and apply today! https://simplyparaplanner.com/job/basballegroup/

Landing Your First Paraplanning InternshipStraight from the blog! Check it out.
31/07/2024

Landing Your First Paraplanning Internship
Straight from the blog! Check it out.

Whether you’ve just completed your degree, started your journey towards the CFP designation, or recently decided to make a career switch, you’ve ultimately decided that financial planning is your calling. Whatever journey you’ve taken so far, you’re now ready to land that first gig, which ma...

24/07/2024

Whether you’re a recent grad or career-changer looking for your first gig in the financial planning field or an experienced financial planner feeling stunted in your current position, having a resume that stands out is key.

3 Tips to Help You Start Working With a New AdvisorStraight from the blog! Check it out.
17/07/2024

3 Tips to Help You Start Working With a New Advisor
Straight from the blog! Check it out.

If you have any prior experience working one-on-one with clients or partners, you already know that starting off on the right foot should be your number one priority when you’re setting out. For a new paraplanner working with a new advisor...

Address


Website

Alerts

Be the first to know and let us send you an email when Simply Paraplanner posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Simply Paraplanner:

Videos

Simply Paraplanner and College Aid Pro
Simply Paraplanner and College Aid Pro

join the portal for access to our extended trial of CAP! https://paraplannerportal.simplyparaplanner.com/

FREE Webinar: Leveraging a Virtual Paraplanner
FREE Webinar: Leveraging a Virtual Paraplanner

Simply Paraplanner connects Financial Advisors with Virtual Paraplanners. We are on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions and providing paraplanners with the tools to create the work environment that fits their lifestyle. Join us for our FREE Live Webinar on February 20th at 2pm CST to learn all about Virtual Paraplanners and how they can help you! http://bit.ly/3277Dun

Quick Tip - Best Practices
Quick Tip - Best Practices

Today's Quick Tip: Best Practices. Listen to Matt go over a few best practices discussed at this week's Coaching Call!

STARTING A SUCCESSFUL CAREER AS A PARAPLANNER...
STARTING A SUCCESSFUL CAREER AS A PARAPLANNER...

YOUR PARAPLANNING CAREER JUST GOT EASIER! You're just seconds away from the essential training, advice, and support you need to build your paraplanning career! Nowhere in the world will you find a community of paraplanners as supportive as the Simply Paraplanner members. Our strength lies in each other— It’s paraplanners uplifting fellow paraplanners! The Paraplanner Portal is packed with in-depth, practical training and resources on all aspects of successful paraplanning, from finding remote positions to planning, building, running and growing your business. What Makes Simply Paraplanner Membership Portal Different? We want to help more people live their best life moments and we are about bringing the best of both worlds together in our industry! Learn More: SimplyParaplanner.com/portal

Have you ever thought...

Let's chat about our latest job opportunity! If you want to be the first to know about more opportunities like this, join our Facebook Group! https://simplyparaplanner.com/job/your-financial-pharmacist/

Shortcuts

  • Address
  • Alerts
  • Contact The Business
  • Videos
  • Claim ownership or report listing

  • Want your business to be the top-listed Travel Agency?

Share

Our Story and Mission

We are determined to help paraplanners create the work environment that fits their lifestyle. We want virtual paraplanners to have more control over their schedules, tasks and work from anywhere.

We serve those who are career changers, stay at home parents, military spouses and digital nomads. The perks of being a virtual paraplanner are that you can now fast track your career and become your own boss.

The best part is we are helping advisors cut cost and all this counts as CFP experience.

Post a job: $249 for a 30 day job listing. Full access to resumes, post a job and contact paraplanners. Candidate Screening Service: $999. Simply Paraplanner will find the top candidates for you to interview for your job opening.