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Company Description
Simply Paraplanner is a niche recruiting partner and job board dedicated to the financial services sector, purpose-built to help advisory and planning firms hire exceptional remote talent. Operated by working financial professionals, the company has been facilitating successful hires since 2015 and focuses on connecting firms with candidates who can contribute from day one in a fully virtual environment. Its platform and services span the full spectrum of financial planning roles, including Client Service Associates, Paraplanners, Associate Planners, and Lead Planners, and accommodate a broad range of engagement models such as W2 and 1099, as well as full-time, part-time, and hourly arrangements. Employers can post DIY job listings to tap into a qualified and responsive applicant pool, or leverage Simply Paraplanners Premier Screening service, a rigorous assessment and shortlisting process that reduces time-to-hire and increases quality by presenting only the most aligned candidates. The community underpinning the platform is robust, with thousands of members, hundreds of resumes posted, and hundreds of successful placements, reflecting a sustained track record of matching firms with professionals who understand personal finance, planning workflows, and client service in a remote context. Job seekers benefit from targeted exposure to 100% remote opportunities and resources like resume reviews and access to relevant training, while employers gain a streamlined route to talent well-versed in the tools, regulations, and client expectations common to advisory practices. By focusing exclusively on personal finance and wealth management roles and remaining remote-first from day one, Simply Paraplanner helps firms scale efficiently, reduce hiring risk, and hire the right fit on the first try so they can deepen client impact and grow with confidence.
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