We’re in the business of growing financial planning firms. We are financial advisors. Business owners. And former paraplanners. And what else are we? We are aRead more “The Greatest Thing Our Virtual Company Did In 2022”
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What Our Clients Say
Rick Valenzi
We will definitely use Cooper and Simply Paraplanner again for our next hire. Our firm had grown rapidly which left us short-staffed. We needed to hire another financial… Read more “Rick Valenzi”
Rick Valenzi
The Financial Zen Group
Michael Lecours
I had a wonderful experience working with Simply Paraplanner to help me find the right person to join my team. From start to finish, the process… Read more “Michael Lecours”
Michael Lecours
Ohanesian / Lecours
Shawn Tydlaska
Hiring your first employee can be very scary and could be very disruptive to your financial planning practice. But it doesn’t have to be. By working… Read more “Shawn Tydlaska”
Shawn Tydlaska
Ballast Point Financial Planning
Sophia Bera
I received 33 applications in a week and Alex was able to review all them and narrow down the list to 7 quality candidates who I… Read more “Sophia Bera”
Sophia Bera
Gen Y Planning
Richard Taylor
Alex presented me with some superb candidates. She briefed both them and me very well – I found the “Candidate Summary” for each client extremely insightful… Read more “Richard Taylor”
Richard Taylor
Taylor & Taylor USA
From the Blog
Landing Your First Paraplanning Internship
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 financialRead more “Landing Your First Paraplanning Internship”
Best Practices for Finding a Paraplanning Job
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 searchRead more “Best Practices for Finding a Paraplanning Job”
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