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Having a virtual planner within your business can help free up more time and cut costs.

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Alex & Jen

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Candidate Screening

Did You Know?

Twenty-Six percent of an advisors time is spent creating plans...which in turn suggest substantial opportunities for many/most advisors firms to better hire and leverage paraplanners or outsourcing support for the plan creation process.

Advisors with support staff - either as solos or in an ensemble firm - tend to both provide more comprehensive financial plans, and are able to command a higher financial planning fee.

Financial advisors on average spend a whopping 46% of their time on (largely delegable) middle-office tasks involved with plan and meeting preparation, client servicing, and additional office administrative work.

*Data from Kitces.com
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Hire A Virtual Paraplanner

Basic

$2499

Need some assistance finding the perfect candidate? Let Team Simply paraplanner help!

FULL SERVICE

$4500

Looking for more? Let Team Simply paraplanner handle almost everthing for you.

1-Hour Discovery Call
Customized Job Listing Written by Team Simply Paraplanner
Kolbe A Assessment for Hiring Advisor
Customized Candidate Questionnaire
Review & Analysis of Questionnaire responses
Sample Interview Questions
Phone/Video Interview Screening of candidates
Customized Skills Assessment
Reference Checks
Kolbe A Assessment For Top 3 Candidates
Detailed candidate Summaries For Top 3 Candidates
Sample Contract
Sample NDA
1 Hour debrief Call
Onboarding Guide
Best Practices Guide
Technology Guide

BASIC

$2499

Need Some Assistance Finding The Perfect Candidate? Let Team Simply Paraplanner Help!

  • 1-Hour Discovery Call
  • Customized Job Listing Written by Team Simply Paraplanner
  • Customized Candidate Questionnaire
  • Sample Interview Questions
  • Sample Contract
  • Sample NDA
  • 1 Hour debrief Call
  • Onboarding Guide
  • Best Practices Guide
  • Technology Guide

FULL SERVICE

$4500

Looking For More? Let Team Simply Paraplanner Handle Almost Everthing For You.

  • 1-Hour Discovery Call
  • Customized Job Listing Written by Team Simply Paraplanner
  • Kolbe A Assessment for Hiring Advisor
  • Customized Candidate Questionnaire
  • Review & Analysis of Questionnaire responses
  • Sample Interview Questions
  • Phone/Video Interview Screening of candidates
  • Customized Skills Assessment
  • Reference Checks
  • Kolbe A Assessment For Top 3 Candidates
  • Detailed candidate Summaries For Top 3 Candidates
  • Sample Contract
  • Sample NDA
  • 1 Hour debrief Call
  • Onboarding Guide
  • Best Practices Guide
  • Technology Guide

D.I.Y

$249

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.

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