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It's Time To Grow Your Business. We Can Help.
Having a virtual planner within your business can help free up more time and cut costs.

Hire A Virtual Paraplanner
![]() GUIDED HIRING$2499Need some assistance finding the perfect candidate? Let Team Simply paraplanner help! |
![]() PREMIER SCREENING$4500Looking 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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Kolbe A Assessment for Hiring Advisor | ![]() |
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Customized Candidate Questionnaire | ![]() |
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Review & Analysis of Questionnaire responses | ![]() |
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Sample Interview Questions | ![]() |
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Phone/Video Interview Screening of candidates | ![]() |
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Customized Skills Assessment | ![]() |
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Reference Checks | ![]() |
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Kolbe A Assessment For Top 3 Candidates | ![]() |
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Detailed candidate Summaries For Top 3 Candidates | ![]() |
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Sample Contract | ![]() |
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Sample NDA | ![]() |
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1 Hour debrief Call | ![]() |
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Onboarding Guide | ![]() |
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Best Practices Guide | ![]() |
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Technology Guide | ![]() |
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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
$349Would 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”
The Easiest Way to Hire a Virtual Paraplanner
Find outsourced support to help you grow your business without expanding your office