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 Paraplanning service?
Our quality support services have now helped over 1000 St. James’s Place Partners and Advisers. If you would like to hear testimonials from some of our satisfied customers, click here.
How does the handover process work?
We’ve made the process quick and easy for you. If you want to find out more, click here to view our handover documents.
Will I be tied into a contract?
We have no up-front fees or tie-in period, simply register and pay on a case-by-case basis. There’s also no minimum number of cases you need to send us.
Can you use our LOAs or do PLUS have their own?
Our Paraplanning Team have created a great LOA template, which we would be happy to send to you, but we are also happy to use yours and send this on your behalf, should this be your preferred way of doing things.
How often will your Paraplanning Team provide me with updates?
We want to ensure you always know what is going on with your cases, so our Paraplanning Team will ensure you are regularly updated and guarantee weekly communication to all Partners as a minimum.
How much does your Paraplanning service cost?
Our fees vary depending on the type of plan and what is required, with Suitability Letters starting from £150.
Will you be able to access my client records?
Absolutely, it’s easy to grant access to individual client records on iBusiness and our team would be happy to talk you through this.
Can you deal with the LOAs as part of the Paraplanning service and is this at an additional cost?
Absolutely, we offer this as part of our Paraplanning service and include it at no extra cost.
We have a dedicated LOA Chasing Team, who are experts obtaining Ceding scheme information from third party providers. Our Chasing and Paraplanner teams also work together and will ensure any missing information from the Ceding Scheme is quickly sorted to avoid any delays.
We do also offer LOA Chasing as a standalone service, should this be something you require. Further details of this can be found here.
Do you need me to gather everything together before sending you the case?
No. Because we offer chasing as part of our service, you don’t need to spend time contacting providers and collating the information. Just complete the simple handover document and send us any documentation you have, and our experienced team can do the rest.
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 is Social Media Marketing?
Social Media Marketing is high on the agenda within SJP for all the right reasons. Social Media platforms, such as LinkedIn and Facebook, are a great way of increasing brand awareness and humanising your Practice, allowing connections to get to know what you stand for and learn to trust you and your business.
Do you post on my behalf?
Yes, all posts are on your behalf and are personalised with your Practice logo.
Will I be required to do anything myself?
In order to maximise results from this service, we find that those individuals who engage with us, achieve the greatest success. However, should you wish not to, we are still able to provide a comprehensive Social Media presence on behalf of your Practice.
How will I know if your Social Media Management service is having a positive impact on my business?
Using technology, we monitor the success of all posts on your behalf and use this to refine future posts. The impact of our service should be evident in an increase in engagement, website traffic and followers and connections.
What type of content do you post about?
With our Complete package, we will work with you to tailor posts to your requirements. Typically, we will post about such things as SJP news, life at your Practice, Practice testimonials, market news, Foundation and charity updates, educational content and much more.
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 both Social Media profiles and those posts that require sign off.
Which Social Media platforms can you manage for me?
YWe can post on LinkedIn, Facebook, Twitter and Instagram on your behalf, as well as update your YouTube channel. Just let us know which ones you would like us to manage for you.
How do you ensure posts are directed at my target market?
Yes, with our complete package, we work with you to understand things like who your target market is, what they do and where they are based. This enables us to ensure we are targeting the right people with your posts.
How much does your Social Media Management Service cost?
Our Social Media Management Service costs depend on the required service, they can be found on the pricing structure above. We strongly recommend combining our Social Media Service with our Marketing Support Service. This will ensure a comprehensive, high-quality marketing strategy that is consistent across all customer touchpoints.
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 Social Media Management service?
In today’s world, using social media is essential, but creating posts and keeping a consistent online presence can be a full-time job. We have a dedicated and experienced Social Media Management Team, who all hold the SJP Social Media Accreditation.
How often would you post on Social Media on my behalf?
Information regarding post frequency can be found on the pricing structure above.
For our Complete Package, the volume of posts will fluctuate dependent on your needs, wider industry trends, and the strategy for the month. Quality rather than quantity is the focus required to achieve strong engagement levels and develop a loyal following.
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 Paraplanning service?
Our quality support services have now helped over 1000 St. James’s Place Partners and Advisers. If you would like to hear testimonials from some of our satisfied customers, click here.
How does the handover process work?
We’ve made the process quick and easy for you. If you want to find out more, click here to view our handover documents.
Will I be tied into a contract?
We have no up-front fees or tie-in period, simply register and pay on a case-by-case basis. There’s also no minimum number of cases you need to send us.
Can you use our LOAs or do PLUS have their own?
Our Paraplanning Team have created a great LOA template, which we would be happy to send to you, but we are also happy to use yours and send this on your behalf, should this be your preferred way of doing things.
How often will your Paraplanning Team provide me with updates?
We want to ensure you always know what is going on with your cases, so our Paraplanning Team will ensure you are regularly updated and guarantee weekly communication to all Partners as a minimum.
How much does your Paraplanning service cost?
Our fees vary depending on the type of plan and what is required, with Suitability Letters starting from £150.
Will you be able to access my client records?
Absolutely, it’s easy to grant access to individual client records on iBusiness and our team would be happy to talk you through this.
Can you deal with the LOAs as part of the Paraplanning service and is this at an additional cost?
Absolutely, we offer this as part of our Paraplanning service and include it at no extra cost.
We have a dedicated LOA Chasing Team, who are experts obtaining Ceding scheme information from third party providers. Our Chasing and Paraplanner teams also work together and will ensure any missing information from the Ceding Scheme is quickly sorted to avoid any delays.
We do also offer LOA Chasing as a standalone service, should this be something you require. Further details of this can be found here.
Do you need me to gather everything together before sending you the case?
No. Because we offer chasing as part of our service, you don’t need to spend time contacting providers and collating the information. Just complete the simple handover document and send us any documentation you have, and our experienced team can do the rest.
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 is Social Media Marketing?
Social Media Marketing is high on the agenda within SJP for all the right reasons. Social Media platforms, such as LinkedIn and Facebook, are a great way of increasing brand awareness and humanising your Practice, allowing connections to get to know what you stand for and learn to trust you and your business.
Do you post on my behalf?
Yes, all posts are on your behalf and are personalised with your Practice logo.
Will I be required to do anything myself?
In order to maximise results from this service, we find that those individuals who engage with us, achieve the greatest success. However, should you wish not to, we are still able to provide a comprehensive Social Media presence on behalf of your Practice.
How will I know if your Social Media Management service is having a positive impact on my business?
Using technology, we monitor the success of all posts on your behalf and use this to refine future posts. The impact of our service should be evident in an increase in engagement, website traffic and followers and connections.
What type of content do you post about?
With our Complete package, we will work with you to tailor posts to your requirements. Typically, we will post about such things as SJP news, life at your Practice, Practice testimonials, market news, Foundation and charity updates, educational content and much more.
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 both Social Media profiles and those posts that require sign off.
Which Social Media platforms can you manage for me?
YWe can post on LinkedIn, Facebook, Twitter and Instagram on your behalf, as well as update your YouTube channel. Just let us know which ones you would like us to manage for you.
How do you ensure posts are directed at my target market?
Yes, with our complete package, we work with you to understand things like who your target market is, what they do and where they are based. This enables us to ensure we are targeting the right people with your posts.
How much does your Social Media Management Service cost?
Our Social Media Management Service costs depend on the required service, they can be found on the pricing structure above. We strongly recommend combining our Social Media Service with our Marketing Support Service. This will ensure a comprehensive, high-quality marketing strategy that is consistent across all customer touchpoints.
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 Social Media Management service?
In today’s world, using social media is essential, but creating posts and keeping a consistent online presence can be a full-time job. We have a dedicated and experienced Social Media Management Team, who all hold the SJP Social Media Accreditation.
How often would you post on Social Media on my behalf?
Information regarding post frequency can be found on the pricing structure above.
For our Complete Package, the volume of posts will fluctuate dependent on your needs, wider industry trends, and the strategy for the month. Quality rather than quantity is the focus required to achieve strong engagement levels and develop a loyal following.
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@www.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.