Have a question?
We might have the answer right here.
What experience do you have working with SJP Partners and Advisers?
Our quality support services have now helped over 1500 St. James’s Place Partners and Advisers. If you would like to hear testimonials from some of our satisfied customers, click here.
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 view our brochures.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. Further details can be found in the FAQ section for each service.
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 only work with St. James’s Place Partners and Advisers?
Yes! Plus was specifically created to provide quality support services, exclusively to SJP Partners and Advisers. By focusing our services, we are able to ensure we are up to date and compliant with SJP policies and procedures and all of our staff are proficient in the use of SJP systems. We also work closely with Location Management Teams and Head Office and are a preferred Paraplanning supplier for SJP.
Are there minimum usage requirements for your services?
We don’t have any minimum usage requirements; our services can be utilised as little or often as you need.
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 Partners and 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 secure is my client data?
The security of your client data is very important to us. We also ensure our policies and procedures are in line with SJPs. You can view our Privacy Notice here.
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?
Will you be contacting our clients on behalf of our practice?
Our team will always let your clients know that they are calling from your Practice 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.
What is Cashflow Modelling?
Good question! Cashflow modelling is the process of assessing a client’s current and forecasted wealth, by using analytical and forecasting software. By inputting expected inflows and outflows, we are able to build a picture of your client’s finances throughout their lifetime and allow them to see the impact a decision taken today could have on their future goals.
Do I need to have my own licence?
The benefit of using Plus is you don’t need to pay for a licence to create cashflow modelling reports, as we do all this for you.
Should you wish to use the full features of the modelling system, such as interactivity or client collaboration, then you would need a licence.
How much do you charge for your Cashflow Modelling Service?
Our Base Plan costs £250+vat per client. A full list of our charging structure can be found in our brochure.
How do I get a licence for the relevant software if I want to have the option to present live with my clients?
St. James’s Place offer a discounted version of the Voyant software, details of which can be found on the SJP Intranet.
If you prefer to use i4C, we can provide you with a contact number, along with a special introductory offer, giving you the first two months of the software for free.
Am I able to charge my clients for these reports?
Yes, you may be able to charge a fee to your clients, depending on your circumstances. Please refer to the SJP Intranet for more details on this.
How long does the process take?
It’s vital that we have all the required information to allow us to successfully build a cashflow model for your client, therefore our timescales will only start once we have confirmed all information is received. Please then allow 5 working days for this to be completed.
If a case is urgent, please let us know, as we may be able to re-prioritise our case list to accommodate your request.
What happens at the annual review?
Our team will get in contact one calendar month before the annual review date of the original plans. You can then decide whether you would like us to update any of the original scenarios, or whether you wish to have a new set of plans created.
Alternatively, if you have a review booked in with your client prior to this date and would like an updated Cashflow Model, just let us know and we can sort this for you.
Why should I use your Cashflow Modelling Service?
Cashflow Modelling can help you stand out from other Partners and Advisers and allow clients to see the impact your expert advice is having on their lives.
At Plus, we have invested in top-level software and Cashflow Modelling experts, so you don’t have to. Our experts will build your cashflow model and be on hand to help you with any questions and can even attend the client meeting with you if you’d prefer.
What Cashflow Modelling software do you use?
We currently have licences to build cashflow models on Voyant and i4C, both of which are approved by St. James’s Place for use with clients.
What if I need help to understand the illustrations?
This isn’t a problem. You will have access to the specialist who built your cashflow model and they will be able to answer any questions you may have.
In what format will I receive the cashflow scenarios?
There are two options available depending on whether you hold a licence. If you do, you will have access to any scenarios built, and will be able to present them live to your clients.
If you do not hold the appropriate licence, we will provide you with a printable version of the plans.
How do I request a cashflow model for my clients?
Just pick up the phone or drop us an email and we can talk you through the service. Our details can be found here.
Can I give you access to my clients?
Yes, access can be granted on an individual basis in a few easy clicks. We can go through this with you at any time.
What information do I need to provide?
We want to ensure you are providing the most accurate Cashflow Model to your client and this will be dependent on the information provided. The more information you can provide, the more in-depth and comprehensive the model will be.
As a minimum we would require:
- Income and Expenditure
- Debt and interest rates payable
- Pension and Investments
- Details of the scenario you wish to present
Why should I use your Chasing Service?
LOA chasing can be a very time-consuming process, with a lot of back and forth and a lot of time spent on hold. Using our dedicated team to do this for you, you can increase productivity in your Practice and get back some precious time in your diary.
Do I have to send off the LOA’s or can you do this for me?
Our team will be happy to do this for you and keep you updated as to our progress with providers. However, if you wish to do this yourself, this is also not a problem.
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.
Do you check information for outstanding details and to ensure it is correct?
Our Chasing Team are not qualified to check this information, so, if you are using the stand-alone service, we will pass this back to you to check through. However, if there is anything outstanding or incorrect, just let us know and we will sort this for you as soon as possible.
Can this be offered as a Stand-Alone service?
Of course, our dedicated Chasing Team can be used as a standalone service. They are experts in obtaining information and will ensure detailed records are kept and that you are regularly updated with the progress of your case.
Do I need to use Plus’s LOAs or can you use ours?
We have an LOA template, which we find covers all bases with providers, however it’s no problem for us to send yours off on your behalf.
How often can we expect to be updated on the progress of our outstanding information?
We can update you as regularly as you would like, just let us know what suits you.
We ensure regular contact with the provider, confirming receipt of the LOA after 48 hours of sending, establishing timescales and chasing regularly. Our team are experts in getting the information for you as quickly as possible.
What are lead generation ads?
Lead generation ads, are paid ads, that direct prospecive customers to lead capture forms, enouraging them to leave their contact details to receive more information about your services. Usually, the users details will be prepopulated with the information from their social media account.
Do I need to create / supply any ads?
No, we take care of everything. Once we have your logo, colours and fonts, we create all assets in house, ensuring they look on brand and professional.
Can I advertise in more than one area?
Sure, as long as the area has not been secured by another Partner / Practice. We also provide discounts for multiple campaigns / areas.
Will you run the same ads for other Partners / Practices in my area?
No, we won't. Once you have secured a certain area / campaign, you will have exclusivity for 12 months, when a new contract will be arranged.
Can I advertise for longer than 12 months?
Yes, you can. After the initial 12 months, you will have an opportunity to secure that area / campaign again. If there is interest from another Partner / Practice, we take ad spend into consideration when deciding which Partner / Practice is best suited.
Do you respond to comments on my posts?
We don’t respond to comments. However, when we receive an alert that there has been a comment, we will inform your point of contact.
Will you gain approval for posts from SJP on my behalf?
Yes, we liaise with Marketing and Financial Promotions to gain approval on all ads / assets.
How do I receive the leads?
The leads generated from these ads will arrive in your inbox instant, directly from the Platform (LinkedIn for example). You can also access all your leads from an online dashboard, if you'd prefer to download them in bulk.
Will you contact leads on our behalf?
No, this is not a service we currently offer. Whilst we not able to contact leads on your behalf, we are able to advise on how to implement a follow up strategy, ensuring the process is as smooth as possible.
What is the minimum term for this service?
All lead generation paid ad contracts are setup on a 12 month basis. After the initial 12 months, you will have the opportunity to setup another 12 month contract, securing exclusivity for the area / campaign of your choice.
Can you also help with my branding?
Yes, we offer Brand Analysis as part of our Marketing Support Service. We work to understand your target client, what makes you different, who you are as a business, and your unique story. We then use this information and our expertise to develop a set of logos, colour charts, typography, imagery, and brand guidelines.
Why should I invest in your Lead Generation Paid Ad Services?
Your digital presence can open doors to new customers and sales. We use information about your ideal customer and use that to target thousands of prospects on various platforms.
How can I get the most from this service?
For maximum results, we highly suggest running this service alongside our Social Media Management service. This improved the likelyhood of prospective customers leaving their details, as you'll have a consistent, professional organic presence on social media already.
Being non SJP experienced, will it take me longer to get up and running?
What can I expect my earnings to be?
This would depend whether you join us on an employed or self-employed basis. Our self-employed team members work on a fee split per case. For our employed team members, salary is dependent on experience. Our team can talk this through with you in more detail.
What happens after I submit my application to you?
Good question! Once we receive your application, this will be reviewed by our Management Team. We will then get in touch with you, within 2 working days, to confirm whether your application will proceed to the next stage. If this is the case, we will arrange to have an informal chat with you, via Teams/Zoom, so both parties can see if they are the right fit for each other. Then we’ll either let you know our decision within a couple of days or arrange a second chat if necessary.
What qualifications and experience do I need to become a Plus Group Paraplanner?
Ideally, we would like you to be Diploma qualified and have at least a few years’ experience working as a Paraplanner in the UK.
Do you help with IT set up/costs?
Yes, we do. It’s really important your IT set up meets both ours and SJPs requirements, which is why we cover the costs of set up, encryption and ongoing support from our IT Team.
If you were to join us on an employed basis, we provide you with any equipment you require and help you get set up.
Can I work from abroad?
The short answer is yes. Residing abroad as an SJP Paraplanner can be tricky, but we do have members of the team who continue to work whilst on holiday or travelling. We’d be happy to discuss this in more detail with you.
What experience do you have working with SJP Partners and Advisers?
Our quality support services have now helped over 1500 St. James’s Place Partners and Advisers. If you would like to hear testimonials from some of our satisfied customers, click here.
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 view our brochures.
Am I tied into a contract?
As we offer a range of services, this will really depend on your needs. Further details can be found in the FAQ section for each service.
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 only work with St. James’s Place Partners and Advisers?
Yes! Plus was specifically created to provide quality support services, exclusively to SJP Partners and Advisers. By focusing our services, we are able to ensure we are up to date and compliant with SJP policies and procedures and all of our staff are proficient in the use of SJP systems. We also work closely with Location Management Teams and Head Office and are a preferred Paraplanning supplier for SJP.
Are there minimum usage requirements for your services?
We don’t have any minimum usage requirements; our services can be utilised as little or often as you need.
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 Partners and 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 secure is my client data?
The security of your client data is very important to us. We also ensure our policies and procedures are in line with SJPs. You can view our Privacy Notice here.
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?
Will you be contacting our clients on behalf of our practice?
Our team will always let your clients know that they are calling from your Practice 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.
What is Cashflow Modelling?
Good question! Cashflow modelling is the process of assessing a client’s current and forecasted wealth, by using analytical and forecasting software. By inputting expected inflows and outflows, we are able to build a picture of your client’s finances throughout their lifetime and allow them to see the impact a decision taken today could have on their future goals.
Do I need to have my own licence?
The benefit of using Plus is you don’t need to pay for a licence to create cashflow modelling reports, as we do all this for you.
Should you wish to use the full features of the modelling system, such as interactivity or client collaboration, then you would need a licence.
How much do you charge for your Cashflow Modelling Service?
Our Base Plan costs £250+vat per client. A full list of our charging structure can be found in our brochure.
How do I get a licence for the relevant software if I want to have the option to present live with my clients?
St. James’s Place offer a discounted version of the Voyant software, details of which can be found on the SJP Intranet.
If you prefer to use i4C, we can provide you with a contact number, along with a special introductory offer, giving you the first two months of the software for free.
Am I able to charge my clients for these reports?
Yes, you may be able to charge a fee to your clients, depending on your circumstances. Please refer to the SJP Intranet for more details on this.
How long does the process take?
It’s vital that we have all the required information to allow us to successfully build a cashflow model for your client, therefore our timescales will only start once we have confirmed all information is received. Please then allow 5 working days for this to be completed.
If a case is urgent, please let us know, as we may be able to re-prioritise our case list to accommodate your request.
What happens at the annual review?
Our team will get in contact one calendar month before the annual review date of the original plans. You can then decide whether you would like us to update any of the original scenarios, or whether you wish to have a new set of plans created.
Alternatively, if you have a review booked in with your client prior to this date and would like an updated Cashflow Model, just let us know and we can sort this for you.
Why should I use your Cashflow Modelling Service?
Cashflow Modelling can help you stand out from other Partners and Advisers and allow clients to see the impact your expert advice is having on their lives.
At Plus, we have invested in top-level software and Cashflow Modelling experts, so you don’t have to. Our experts will build your cashflow model and be on hand to help you with any questions and can even attend the client meeting with you if you’d prefer.
What Cashflow Modelling software do you use?
We currently have licences to build cashflow models on Voyant and i4C, both of which are approved by St. James’s Place for use with clients.
What if I need help to understand the illustrations?
This isn’t a problem. You will have access to the specialist who built your cashflow model and they will be able to answer any questions you may have.
In what format will I receive the cashflow scenarios?
There are two options available depending on whether you hold a licence. If you do, you will have access to any scenarios built, and will be able to present them live to your clients.
If you do not hold the appropriate licence, we will provide you with a printable version of the plans.
How do I request a cashflow model for my clients?
Just pick up the phone or drop us an email and we can talk you through the service. Our details can be found here.
Can I give you access to my clients?
Yes, access can be granted on an individual basis in a few easy clicks. We can go through this with you at any time.
What information do I need to provide?
We want to ensure you are providing the most accurate Cashflow Model to your client and this will be dependent on the information provided. The more information you can provide, the more in-depth and comprehensive the model will be.
As a minimum we would require:
- Income and Expenditure
- Debt and interest rates payable
- Pension and Investments
- Details of the scenario you wish to present
Why should I use your Chasing Service?
LOA chasing can be a very time-consuming process, with a lot of back and forth and a lot of time spent on hold. Using our dedicated team to do this for you, you can increase productivity in your Practice and get back some precious time in your diary.
Do I have to send off the LOA’s or can you do this for me?
Our team will be happy to do this for you and keep you updated as to our progress with providers. However, if you wish to do this yourself, this is also not a problem.
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.
Do you check information for outstanding details and to ensure it is correct?
Our Chasing Team are not qualified to check this information, so, if you are using the stand-alone service, we will pass this back to you to check through. However, if there is anything outstanding or incorrect, just let us know and we will sort this for you as soon as possible.
Can this be offered as a Stand-Alone service?
Of course, our dedicated Chasing Team can be used as a standalone service. They are experts in obtaining information and will ensure detailed records are kept and that you are regularly updated with the progress of your case.
Do I need to use Plus’s LOAs or can you use ours?
We have an LOA template, which we find covers all bases with providers, however it’s no problem for us to send yours off on your behalf.
How often can we expect to be updated on the progress of our outstanding information?
We can update you as regularly as you would like, just let us know what suits you.
We ensure regular contact with the provider, confirming receipt of the LOA after 48 hours of sending, establishing timescales and chasing regularly. Our team are experts in getting the information for you as quickly as possible.
What are lead generation ads?
Lead generation ads, are paid ads, that direct prospecive customers to lead capture forms, enouraging them to leave their contact details to receive more information about your services. Usually, the users details will be prepopulated with the information from their social media account.
Do I need to create / supply any ads?
No, we take care of everything. Once we have your logo, colours and fonts, we create all assets in house, ensuring they look on brand and professional.
Can I advertise in more than one area?
Sure, as long as the area has not been secured by another Partner / Practice. We also provide discounts for multiple campaigns / areas.
Will you run the same ads for other Partners / Practices in my area?
No, we won't. Once you have secured a certain area / campaign, you will have exclusivity for 12 months, when a new contract will be arranged.
Can I advertise for longer than 12 months?
Yes, you can. After the initial 12 months, you will have an opportunity to secure that area / campaign again. If there is interest from another Partner / Practice, we take ad spend into consideration when deciding which Partner / Practice is best suited.
Do you respond to comments on my posts?
We don’t respond to comments. However, when we receive an alert that there has been a comment, we will inform your point of contact.
Will you gain approval for posts from SJP on my behalf?
Yes, we liaise with Marketing and Financial Promotions to gain approval on all ads / assets.
How do I receive the leads?
The leads generated from these ads will arrive in your inbox instant, directly from the Platform (LinkedIn for example). You can also access all your leads from an online dashboard, if you'd prefer to download them in bulk.
Will you contact leads on our behalf?
No, this is not a service we currently offer. Whilst we not able to contact leads on your behalf, we are able to advise on how to implement a follow up strategy, ensuring the process is as smooth as possible.
What is the minimum term for this service?
All lead generation paid ad contracts are setup on a 12 month basis. After the initial 12 months, you will have the opportunity to setup another 12 month contract, securing exclusivity for the area / campaign of your choice.
Can you also help with my branding?
Yes, we offer Brand Analysis as part of our Marketing Support Service. We work to understand your target client, what makes you different, who you are as a business, and your unique story. We then use this information and our expertise to develop a set of logos, colour charts, typography, imagery, and brand guidelines.
Why should I invest in your Lead Generation Paid Ad Services?
Your digital presence can open doors to new customers and sales. We use information about your ideal customer and use that to target thousands of prospects on various platforms.
How can I get the most from this service?
For maximum results, we highly suggest running this service alongside our Social Media Management service. This improved the likelyhood of prospective customers leaving their details, as you'll have a consistent, professional organic presence on social media already.
Being non SJP experienced, will it take me longer to get up and running?
What can I expect my earnings to be?
This would depend whether you join us on an employed or self-employed basis. Our self-employed team members work on a fee split per case. For our employed team members, salary is dependent on experience. Our team can talk this through with you in more detail.
What happens after I submit my application to you?
Good question! Once we receive your application, this will be reviewed by our Management Team. We will then get in touch with you, within 2 working days, to confirm whether your application will proceed to the next stage. If this is the case, we will arrange to have an informal chat with you, via Teams/Zoom, so both parties can see if they are the right fit for each other. Then we’ll either let you know our decision within a couple of days or arrange a second chat if necessary.
What qualifications and experience do I need to become a Plus Group Paraplanner?
Ideally, we would like you to be Diploma qualified and have at least a few years’ experience working as a Paraplanner in the UK.
Do you help with IT set up/costs?
Yes, we do. It’s really important your IT set up meets both ours and SJPs requirements, which is why we cover the costs of set up, encryption and ongoing support from our IT Team.
If you were to join us on an employed basis, we provide you with any equipment you require and help you get set up.
Can I work from abroad?
The short answer is yes. Residing abroad as an SJP Paraplanner can be tricky, but we do have members of the team who continue to work whilst on holiday or travelling. We’d be happy to discuss this in more detail with you.
Can’t find the answer?
No problem. Shoot us a message, give us a call, or fill out the form, and we’ll get back to you ASAP.
Give us a call
0151 559 1332
Send us an email
hello@plusgroup.org
Book a meeting
See our calendar
How it works
Plus Group is 100% committed to supporting you as best we can while making the entire process as seamless and efficient as possible.
Get in touch
Reach out and let us know how best we can support you and your Practice.
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.