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About The Service

Looking for SJP Administration support?

Whether you need a comprehensive Administration service, or just ad-hoc support, we’re here to help.

Book a meetingRequest a call

About the Service

Administration Support, exclusively for SJP Practices

From business processing to appointment making, our team of experienced Administrators assist a wide-range SJP Partners & Advisers, adapting to their way of business, whilst providing expert knowledge, guidance and support, enabling an efficient and streamlined back office.

You can access our services, as much or as little as you like

You'll have more time to spend with your clients

You'll have access to a team of experienced Administrators

We'll help you remain compliant

A dependable point of contact for you and your clients

A bespoke service, tailored to your needs

Some of our clients:

Would you like to talk to a member of our team?

Call Us 0151 559 1332Book a meetingRequest a call

Case Study

Partner Insights

Case Study

Using Plus to Shake off the Shackles of Admin

When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner Practice in January 2020, she soon found herself working long days juggling the many tasks involved with running her own business, including finding new clients, servicing existing ones and the mountainous admin required daily.   Unable to take anyone on due […]

Read More

About the Service

How we can support your Practice

  • Arrange client meetings

  • Send letters and communications on your behalf

  • Answer general queries

  • Help you build and maintain your client relationships

  • Sending Letters of Authority and gathering information

  • Producing comparisons and illustrations

  • Business processing (EBS or paper applications)

  • Requesting analytics

  • Manage your diary

  • Obtain wealth accounts and valuations

  • Assist you with day to day task management

  • Answer your telephone calls

  • Updating client records (including CFR’s)

  • Pipeline and provider chasing until plan inception

  • Actioning fund switches and withdrawals

  • Other general support tasks

Partners and Advisers who:

  • Work alone

  • Are part of a practice

  • Already have a Paraplanner

  • Need long-term support

  • Need short-term, periodic support

Testimonials

What SJP Partners say about our Administration Service

Richard Balaes

AAG

Plus Group have been providing exceptional Paraplanning & Administrative support to our Practice since 2019, becoming an integral part of the team.

From a Paraplanning perspective, they have a wealth of knowledge across different advice areas and can help with even the most complex of cases.

Our in-house PSS team also benefits from the Administration support provided by Sam and her team, playing a vital... View Full Testimonial...

About The Service

Our Most Frequently Asked Questions

Why should I use your Admin Service?

How much does your Admin service cost?

Will I be tied into a contract?

Will I get my own dedicated Administrator?

What tasks can your Administrators help me with?

What are the timescales for completion of tasks?

Can you talk to clients on my behalf?

Will you write my Suitability Reports?

Meet Your Team

SJP experienced Administrators, Gurus and more

Samantha Flaherty

Administration Team Leader

Sam has been with Plus for 5 years, starting as an apprentice straight from Sixth Form. Sam has recently been promoted to Admin Team Leader, and her job role ... View More...

Martine Haynes

Financial Administrator

Martine is a Financial Administrator, and has worked for Plus since September 2015. She is married with 3 grown up children and lives on the Wirral. Martine ... View More...

Meet Your Team

Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.