Stress-relieving client servicing support for large IFA Firms

Let Plus Group support you with those tedious, time-consuming client servicing tasks you don’t love, so you can focus on what you do love: delivering a first-class customer experience for your clients.

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ABOUT THE SERVICE

Save valuable time and resources outsourcing your client servicing

Our team are happy to do the heavy lifting for you, freeing up your time and resources to focus on best serving your clients and ensuring an incredible customer experience in line with the new consumer duty requirements.

 

What’s Included:

  • No tie-in or minimum numbers are required
  • Pay-as-you-go basis
  • Checking information, if needed
  • Chasing providers via telephone for missing information
  • Set your own budget
  • Real-time updates in Fluid
About Plus Group

Save your team the headache with Plus Group

Our services are fully tailored to meet your needs. Below are just a few of the ways Plus Group can support you with your client servicing tasks:

Fact find updating

Our experienced team will work through your fact find in detail, ensuring the client’s record is up to date, and all meeting notes are recorded.

Booking Meetings with Clients

Our team will contact your clients on your behalf to book them in for their review meeting, including sending out letters for those we cannot make contact with, or who are not available.

Preparing Meeting Packs

We are happy to collate all the electronic documentation you may require for your review meeting. This includes valuations, fact finds, or any compliant documentation, and emailing them to you ahead of your meeting.

Ongoing Advice Letters (inc. Fund Switches)

We will complete your ongoing advice letters following your review meeting with your client.

(Drawdown ongoing advice letters can be completed by our Paraplanners)

Submitting Fund Switches & Rebalances

Along with completing your ongoing advice letters, we will submit any fund switches and rebalances that may arise following a review with your client.

Submitting Client Withdrawal Requests

We can deal with requests from clients to encash funds and submit on your behalf.

Our clients hired us to:

Ensure they had consistent, high-level paraplanning support

Plus Group were recommended to us by the management team at St. James’s Place.

We find the handover process between our office and Plus Group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.

 

Adam Sheehan
Anderson Gardner Financial Planning

How it works

Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.

Schedule a call to learn how Plus Group can help support your business goals today.

Get in touch

Reach out and let us know how best we can support you and your business.

Prepare for launch

We'll arrange a meeting to discuss your needs, answer your questions, and confirm the project scope.

Fuel the jets

We'll cross all the T's and dot all the I's to ensure a long-lasting, compliant, and fruitful partnership from which you'll never look back.

Blast in to orbit

Experience the sensation of weightlessness as you enter into orbit, safe in the knowledge that the tasks once weighing you down are all taken care of.

Awards & nominations

Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.

Meet your dream team

Paraplanners, Chasers, and more.

Jonathan Maskell

Head of Chasing Team

Jonathan Maskell

Jonathan Maskell

Head of Chasing Team

ABOUT

I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!

I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!

Hannah Edwards

Chaser

Hannah Edwards

Hannah Edwards

Chaser

Joined in 2021

ABOUT

Before joining Plus in 2021, I worked at Mercedes Benz of Liverpool for over 4 years as a Sales Administrator. I then worked for Cloudview for four months as a Sales Administrator, but decided I wanted to learn something new and leave sales completely.

I live in Liverpool with my boyfriend. I love to get pampered. I love to go out for food and spend time with family and friends.

 

Jill Thompson

Chaser

Jill Thompson

Jill Thompson

Chaser

Joined in 2021

ABOUT

After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.

I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.

LIKES

  • Padel (similar to tennis/squash) I enjoy playing as often as I can
  • Countryside walks, nature and wildlife
  • My 2 dogs Tia and Bobby
  • Eating out (I’m very spoilt for choice where we live)

DISLIKES

  • Not a big fan of strong smelling cheeses!
  • I do not like spirits (apart from gin)
  • Bullies, whether they are children or grown ups!

 

 

Sam Parker

Chaser

Sam Parker

Sam Parker

Chaser

Joined in 2022

    ABOUT

    I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.

    I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.

     

    Ready to take the next step?

    Don't miss out, get in touch today to find out more

    Request a call

    Fill out our callback form

    Book a meeting

    Book in with the team

    Send us an email

    hello@plusgroup.org

    Contact us

    Complete our contact form

    Frequently asked questions

    Why should I use your Client Servicing Team?

    With the recent introduction of Consumer Duty, servicing your clients is more important now than ever before. Our expert team can ensure that your clients are receiving the best service and that your clients’ records are kept up to date (which adds to your PQS score!).

    Do I have to use a template for your review letters?

    We use Aptus templates to ensure your review letters include the 6 requirements that SJP expect to see in a post review letter. However, if you have a template that you would prefer to use, we are happy to take a look at it for you.

    Will I be tied into a contract?
    No, we won’t tie you in with contracts or retainers and we don’t have a minimum spend. Simply register with us and use us on a pay as you go basis.
    Will you be contacting our clients on our behalf?

    Our team will always let your clients know that they are calling on behalf of the Adviser to avoid confusion. This includes using your email signatures when sending emails.

    Do I have to use your full client servicing service?

    No, we can tailor the service we offer to suit your needs. You can choose as many or as few of the tasks above as suit you.

    What are your turnaround times?

    We will complete all fund switch and withdrawal request within 2 working days. Our SLA’s for post review letters is currently 5 working days, however if you have a letter that needs completing urgently, then please do let us know and we will endeavour to complete this as soon as possible. We will also work through contacting your clients as quickly as possible, however this is on a case by case basis due to the number of clients to contact.

    Do you update CFR’s post meeting?

    Yes, our team will ensure that your clients records are updated with any changes post meeting.