Welcome to Plus Group
One team, dedicated to helping you. On this page you’ll find the next steps to start with your chosen services
The next steps
We’re here for you
Our experience working with 100’s of financial advisers over the years has allowed us to develop solutions aimed at making life easier for our clients, and we are extremely passionate about what we do.
As business owners, we are delighted that our team can provide genuine, professional support, where our combined skills and expertise can be leveraged to deliver quality in-demand services, which ultimately leads to the best outcome for clients we work with.
Everything you need to know to get started
SJP Paraplanning support
Document handover
- We require handover documents to be completed. They can be found via the link below (click to download): www.plusgroup.org/our-resourcesFor Replacement cases we will also need a signed LoA so we can gather the information for you. If you need a template for your LoA you can find one here.If you already have some information, please also forward this to us.
Your point of contact
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All new cases are handled by Sue McFarlane, who will be your initial point of contact until your case is allocated to a Paraplanner
Please grant Sue McFarlane access to your client on iBusiness (P30672).
Sue will confirm the name of your Paraplanner so that you can contact them directly, should you wish to discuss any aspect of your case.
Sending over a case
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Once you have completed the handover, have the signed LoA or have plan information on file and granted Sue access please email this to Sue.Mcfarlane@sjpp.co.uk.
Sue will confirm receipt of the case and let you know who will be looking after this for you. If you have provided any LoAs these will be sent off straight away.
LOA Chasing Support
Arrange a call with our Head Of Chasing
Jonathan Maskell will be in touch via email to arrange a Zoom or Teams call, to discuss the agreed service and confirm your point of contact.
Ready to send us a task?
Please email your point of contact with a copy of the LOA or details of the additional information you need. A template LOA can found by clicking here.
Client Servicing
A member of the team will be in touch
A member of our client servicing team will be in touch to arrange next steps with you.
Cashflow Modelling Support
your point of contact
- All new cases are handled by John Whitehead, he will be your point of contact.Email: John.Whitehead@sjpp.co.uk
Please grant John Whitehead access to your client on iBusiness (P58815).
Ready to send us a task?
Send copies of any relevant client documentation to John by email – E.G. Income & Expenditure from the client, BR19s, Annual Pension Statements and any other relevant details.
Please include in the email what the plan/strategy is.
Frequently asked questions
Are you able to deal with fluctuating work levels?
Yes. We understand business levels can fluctuate week to week and we prepare for this. However, for Advisers who use us regularly, we ensure we pre-allocate resource for you, so if your requirements are going to change significantly, just let us know. We can then ensure we have the appropriate levels of resource ready for you.
How does your charging structure work?
This depends on the service and what best suits your needs. For more information on charges for specific services, click here to find out more about our fees.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. For further details on a service you are signed up to, please get in touch with your point of contact, alternatively drop us an email at hello@plusgroup.org
What happens if there is an error or mistake?
Our Team, although thorough and conscientious, are only human and everyone, on occasion, makes mistakes. We do however have procedures in place, to try and minimise errors, deal with them quickly and effectively, should they occur, and ensure they do not happen again.
It is important to remember that whilst you outsource a task, you do not outsource the responsibility for that task, and it is important you have an appropriate checking process in place.
Do you have any case studies or testimonials?
Can’t find the answer you’re looking for? No problem. Fill out the form, and we’ll get back to you ASAP.
Frequently asked questions
Are you able to deal with fluctuating work levels?
Yes. We understand business levels can fluctuate week to week and we prepare for this. However, for Advisers who use us regularly, we ensure we pre-allocate resource for you, so if your requirements are going to change significantly, just let us know. We can then ensure we have the appropriate levels of resource ready for you.
How does your charging structure work?
This depends on the service and what best suits your needs. For more information on charges for specific services, click here to find out more about our fees.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. For further details on a service you are signed up to, please get in touch with your point of contact, alternatively drop us an email at hello@plusgroup.org
What happens if there is an error or mistake?
Our Team, although thorough and conscientious, are only human and everyone, on occasion, makes mistakes. We do however have procedures in place, to try and minimise errors, deal with them quickly and effectively, should they occur, and ensure they do not happen again.
It is important to remember that whilst you outsource a task, you do not outsource the responsibility for that task, and it is important you have an appropriate checking process in place.