Simply Paraplanner

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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.
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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.

🎉 Check out our latest opportunity! Alchemy Wealth Management is seeking a Full-Time Lead Service Advisor to join their ...
06/11/2024

🎉 Check out our latest opportunity! Alchemy Wealth Management is seeking a Full-Time Lead Service Advisor to join their team. Click the link and apply today! https://simplyparaplanner.com/job/alchemywm/

The Greatest Thing Our Virtual Company Did In 2022
06/11/2024

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?

🎉 Check out our latest opportunity! Travis Allen is seeking a Virtual Client Service Associate/Paraplanner to join their...
30/10/2024

🎉 Check out our latest opportunity! Travis Allen is seeking a Virtual Client Service Associate/Paraplanner to join their team. Click the link and apply today! https://simplyparaplanner.com/job/travisa/

6 Ways to Make Your Financial Planning Resume Stand Out
30/10/2024

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.
23/10/2024

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 ...

Landing Your First Paraplanning InternshipStraight from the blog! Check it out.
16/10/2024

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...

09/10/2024

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.

🎉 Check out our latest opportunity! Pearl Wealth is seeking a Part-Time Paraplanner/Executive Support professional to jo...
02/10/2024

🎉 Check out our latest opportunity! Pearl Wealth is seeking a Part-Time Paraplanner/Executive Support professional to join their team. Click the link and apply today! https://simplyparaplanner.com/job/pearlwealth/

3 Tips to Help You Start Working With a New AdvisorStraight from the blog! Check it out.
02/10/2024

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...

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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/

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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.