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 a 100% virtual team dedicated to connecting financial planning firms with virtual employees and contractors. Our goal is simple. Make work experience more accessible in the financial planning industry. We
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 may be in the form of an internship. While often
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 maybe you just want to know
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! In a recent open forum on best practices,
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? Fortunately, our founder Alex
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 there’s still
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 front
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.
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 truth
Having great relationships with your financial planners can make or break your business—and your career. 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, that means creating
