Build a business that puts you in control of your own work, schedule, and income with the tools and resources provided to you.
Quickly learn what works and what doesn’t through tutorials and shared insights from peers, without having to figure it out by trial and error on your own.
Create the career you want in the financial planning industry, on your terms, when you use tried and true methods for growing and getting jobs and clients.
Be part of a community of your peers and fellow paraplanners, who can help you learn, share workflows and processes, and swap tips for growth and success.
Create the Work You Want
You’re passionate about financial planning -- but it’s not always easy to find a firm that’s a perfect fit for your career goals. Full-time positions with RIAs often come with strict, rigorous rules and norms. You might feel static and limited when the industry traditionally says there’s only one way to one type of success.
We want to change that. We provide skilled, talented people like you with the education, structure, and support you need as a virtual paraplanner. You can add much-needed value to financial planning firms while also running your own businesses that enables you to enjoy far more freedom and choice than the traditional office role.
Simply Paraplanner exists to put you on the path to success -- whatever success means to you.
What's Included With Your Portal Membership?
- Downloadable templates and worksheets including a contract/NDA specifically for virtual paraplanners
- New self-paced courses each month
- Live AUA sessions each month
- Active community and forums
- Educational license to MGP and eMoney
Going It Alone Means Spending More Time, Money and Energy
Without a community of fellow paraplanners who have been there, done that, you’re on your own to figure things out -- and that means risking wasting time and money kicking around ideas that don’t work.
Don’t hold yourself back. Simply Paraplanner can accelerate your journey from “just starting” to “successful business owner” We’ll teach you what you need to know to not only launch and manage your virtual paraplanning career, but grow and get the jobs you want, too.
What does a virtual paraplanner do?
Why should I consider virtual paraplanning?
They also control their own environments -- literally. You can work from the comfort of your home or from a beach in Argentina. (Yes, we’ve seen virtual paraplanners make this happen!)
Virtual paraplanning gives you more options, like pursuing your CFP and financial planning career on a part-time basis. You could work as little as 5 hours per week or as much as a full-time workload depending on your needs and preferences. It’s a flexible career choice that fits within your life -- instead of forcing you to fit your life into your career.
How do virtual paraplanners get paid (and how much do virtual paraplanners get paid?)
In terms of compensation structure, virtual paraplanners are typically 1099 contractors hired on an hourly basis.
What if I’m changing careers or considering a role as a stay at home parent?
What support do you offer virtual paraplanners?
You also get a number of resources to help you get started, grow, and succeed. Those resources include courses, live webinars, downloadable templates and guides, and an active forum where you will receive personalized feedback on your situation. You will also have access to other new and successful virtual paraplanners through the community.