Is your financial planning firm growing at a rate that you can’t keep up with?
Are you looking to free up valuable time in your day to focus on actual face time with your clients or spend more time with your family?
Are you interested in adding a financial planning element to your existing wealth management or accounting firm?
Have you thought about growing your team, but are concerned about the cost and commitment associated with hiring office help?
Hiring a virtual paraplanner may be the perfect solution!
We have over 350 virtual paraplanners registered on our website ready to work on an hourly or project basis with your firm. Our virtual paraplanners range from entry-level interns beginning their financial planning careers to CFP® professionals with their own firms looking for some side work.
What Does a Virtual Paraplanner Do?
A virtual paraplanner provides back-office support for your financial planning firm. Together with your virtual paraplanner, you will decide on the type of work to be completed. Some tasks may include:
- Gathering client data
- Onboarding Clients into CRM Software
- Scheduling client meetings
- Data entry into financial planning software
- Preparing financial plans
- Opening New Accounts
- Running retirement projections
- Taking notes during client meetings
Benefits of Hiring Virtually
Hiring talented office support has never been easier or more affordable! Whether you’re looking to find help completing a specific project or hoping to expand your team with an associate planner, hiring virtually is your best option.
Flexibility: Are you looking to hire someone to work for you 30 hours a week? No problem! What about 5 hours a week? No problem! Do you need someone just to help you transition to new software? No problem! Tailor your job posting to fit your needs.
Cost: Financial planners from any size firm can now afford to hire office support. Whether you pay your virtual parapalanner hourly or on a project basis, you can find help through Simply Paraplanner for any budget.
Find the Best Talent: Hiring virtually allows you to search for talent across the US instead of just your immediate area. We have over 300 paraplanners across the nation ready to work for you remotely.