Handcrafted Job description
Customized Candidate Questionnaire
Review & Analysis of Questionnaire Responses
Phone/Video Interview Screenings
Reference Checks
Detailed Candidate Summaries
of Top 3 Candidates
Kolbe A Assessments
1-Hour Debrief Call to Discuss Top Candidates
Onboarding Templates and Guides
$249.00 for 1 job for 30 days
Post 1 Job
Edit Your Job Listing
View Resumes
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Job Listing Expires In 30 Days
$349.00 for 1 job for 60 days
Post 1 Job
Edit Your Job Listing
View Resumes
Contact Paraplanners
Job Listing Expires In 60 Days
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”
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”
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”
So you’ve just landed a new paraplanning gig. Congratulations! After you’ve finished some well-deserved celebration (and bragging), it’s time to dive into one of the most important things you’ll do with your new client: the onboarding process. Sure, it may sound like an exaggeration. But the truth is that everything you do on the frontRead more “3 Quick Tips to Help You Onboard Your Financial Planning Clients”
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. That’s where cold emailing comes in.Read more “3 Expert Tips for Cold Emailing Financial Planners”
One of the things we love about having a portal full of driven and experienced paraplanners is that there’s so much knowledge in our community. And there’s nothing like a community call to show it! At Simply Paraplanner, we’re here to share our insights and support as you develop your paraplanning career, but the truthRead more “3 Quick Tips From Our Best Practices Calls”
