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.

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.

3 Expert Tips for Cold Emailing Financial PlannersStraight from the blog! Check it out.
19/02/2025

3 Expert Tips for Cold Emailing Financial Planners
Straight from the blog! Check it out.

One of the hardest things about landing a job is that many of them are hidden. Some people say that up to 80% of all jobs are never advertised. Which means that it all depends on who youknow—or whether you’re willing to step up to the plate and ask.

How We’re Changing the World of ParaplanningStraight from the blog! Check it out.
12/02/2025

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.
05/02/2025

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...

🎉 Check out our latest opportunity! Clark Asset Management is seeking a Full-Time Lead Financial Planner to join their t...
04/02/2025

🎉 Check out our latest opportunity! Clark Asset Management is seeking a Full-Time Lead Financial Planner to join their team. Click the link and apply today! https://simplyparaplanner.com/job/cam/

🎉 Check out our latest opportunity! The Next Level Planning Group is seeking a Full-Time Client Service Associate to joi...
03/02/2025

🎉 Check out our latest opportunity! The Next Level Planning Group is seeking a Full-Time Client Service Associate to join their team. Click the link and apply today! https://simplyparaplanner.com/job/tnlpg5/

Quick Tips to Grow as a ParaplannerStraight from the blog! Check it out.
29/01/2025

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
22/01/2025

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
15/01/2025

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.
08/01/2025

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! Ballast Point Financial Planning is seeking a Full-Time Financial Planning Resident ...
04/01/2025

🎉 Check out our latest opportunity! Ballast Point Financial Planning is seeking a Full-Time Financial Planning Resident to join their team. Click the link and apply today! https://simplyparaplanner.com/job/bpfp/

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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.