Looking for your next hire?
We help fill all types of virtual financial services roles
Client Services Associate
Paraplanner
Director of Operations
Associate Planner
Lead Planner
Director of Financial Planning
Meet Your Hiring Team
Alex Hopkin, CFP®
Founder & CEO
Erica Aversa
Hiring Coordinator
Tierra Dimond
Hiring Specialist
Brody Luebkeman, MSFP
Hiring Specialist
Select Your Package
DIY (Do It Yourself)
$349+
Just as the name implies, this is a do-it-yourself job posting, allowing you to leverage Simply Paraplanner's marketing and candidate database.
- Create your job description
- Post on our job board
- Access our network of virtual paraplanners
- Review resumes
- Conduct your own interviews
Classic Screening
$500
Already have a candidate in mind? Our team will screen your candidate and provide you with a detailed candidate summary.
- Skills assessment
- Reference Checks
- Kolbe Assessment
- Background Check
Premier Search
$6500 - $9500 based on complexity
Looking for more? Let our Team handle almost everything for you. Our Premier package includes:
- 1 Hour Discovery Call
- Customized job description
- Promotion of your job description through all of our channels
- Kolbe A assessment for hiring advisor & top candidate
- Candidate interviews
- Customized skills assessment
- Reference and background checks
- 1-year portal membership for new hire ($349 value)
- 90-day satisfaction guarantee
Interested in our Premier Screening Package?
Frequently Asked Questions
We are a job board website connecting financial planning firms with virtual employees and contractors to help make work experience more accessible in the financial planning industry.
In general, a paraplanner is a member of the financial planning team that prepares, implements, and reviews a client’s financial plan. A paraplanner is considered to be the middle or back office of a financial planning team. Paraplanners range from entry-level to very experienced and help with all aspects of creating the financial plan. Paraplanners can be client facing, but do not lead client relationships like the advisor.
The title can encompass a wide variety of roles, including Client Service Associate, Paraplanner, or Associate Planner. Some firms even leverage talented paraplanners as Lead Planners. Paraplanners can be responsible for both back-office tasks or serve in client-facing roles. The exact tasks that a paraplanner will do varies from firm to firm.
We do not have in-house paraplanners, but rather connect you with the perfect hire for your firm. Whether you’re looking for an as needed or full-time paraplanner, we have hundreds of paraplanners across the country looking for virtual work.
We specialize in virtual only positions. We do require that all positions being posted on our site be virtual positions.
No! You can hire for many different types of positions through the SP website. We have helped place Client Service Associates/Operations Associates, Paraplanners, Associate Planners and even Lead Advisors. Our goal is to provide a platform for people who want to hire virtually and that is not limited to just paraplanners.
Yes, paraplanners range from entry-level to experienced. Below is a brief description of the difference between an entry-level paraplanner and an experience paraplanner though there can be varying levels in between:
- Entry-Level: Data entry and basic analyses to be reviewed by experience paraplanner or the advisor
- Experienced: A paraplanner who is a CFP, can interact with clients and present plans (though they are not leading the relationship), be the go-to person on the team for all financial planning related items, and manage lower level paraplanners.
The short answer - as many as you want them to! There is a lot of flexibility when hiring a virtual paraplanner. Many paraplanners require a minimum of 5 hours per week, but you can hire for up to full-time.
Hiring virtually allows firms to choose the BEST person for their team regardless of location and typically cost less due to the lack of overhead expenses on a physical office space. In order to hire virtually, you will want to make sure your business is set up to function virtually. This means having all your documents accessible on the cloud! You can check out more details on our blog post on How to Successfully Manage A Virtual Team
This primarily depends on how you want to interact with your paraplanner. If you hire a 1099 contractor, it is important to remember that they are considered self-employed and running their own business. You are hiring their business to provide paraplanning services. This means that you cannot require them to work within certain hours. You give them a task and a deadline and they choose when they work on the task. You also cannot control if they work for other firms.
The pay for a paraplanner will be based on their experience level and the tasks that they will be performing as well as whether they are W2 or 1099. The starting hourly rate for an entry-level paraplanner is $30/hour.
This is a very common concern amongst advisors. Cyber security is extremely important and it is important you establish your expectations with your paraplanner and outline these expectations within your contract. Some examples would include: private wifi or secure VPN, encrypted hard drive, virus scanning software and secure document sharing software.
Select a Package that Suits Your Needs
![]() CLASSIC SCREENING$500Already have a candidate in mind? We will use our screening tools on your candidate and provide a full summary. |
![]() PREMIER SEARCH$6500Looking for more? Let Team Simply paraplanner handle almost everything for you. |
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1-Hour Discovery Call | ![]() |
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Customized Job Listing Written by Team Simply Paraplanner | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Candidate Interviews | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Best Practices and Onboarding Guide | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Detailed Candidate Summary | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Kolbe Assessment for Hiring Advisor | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Kolbe Assessment for Candidate | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Skills Assessment | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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Reference & Background Checks | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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1 Year Portal Membership for New Hire ($349 Value) | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
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90-Day Satisfaction Guarantee | ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() ![]() |
Interested in our Premier Search Package?


D.I.Y
$349+Would you prefer to be more hands-on? Our "Do It Yourself" job listing may be what you're looking for. Get access to our network of virtual paraplanners. You create your job listing, post it to our job board, screen your own candidates and hire a virtual paraplanner. Job listing remains live for 30 days.
What Our Clients Have to 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”
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”
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”
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”
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”