Behind the advice
We support advisers working with clients across borders - preparing reports, research, and documentation that meet the standards of SJP Asia and the Middle East while accounting for local nuances and international complexity.
What this can look like
Working with you
Our team works as an extension of your back office - fitting seamlessly into your process to prepare reports that reflect both the precision of SJP Asia and the Middle East and the realities of cross-border advice.
This service is trusted by SJP Asia and Middle East Advisers and Practices who need high-quality paraplanning support that handles cross-border complexity without slowing client delivery.

Support made simple
We understand the balance between SJP Asia and the Middle East’s standards and international advice.
Our team helps advisers deliver reports that are clear, compliant, and tailored to clients living and investing across borders.
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Need to know more
Browse our FAQs to learn more about our support and services.
Our paraplanning service provides complete technical and report-writing support for St. James’s Place advisers operating across Asia and the Middle East. We take care of research, analysis, and producing clear, compliant reports - helping you deliver high-quality advice efficiently. Through our real-time case management system, Fluid, you can see exactly how each case is progressing at any time, giving you full visibility and peace of mind wherever you’re based.
Yes - we’re used to supporting advisers in different regions and time zones. Our paraplanners understand SJP Asia and Middle East processes and can align with your templates, workflows, and local requirements. We work as a seamless extension of your business, ensuring consistency, accuracy, and timely delivery no matter where you operate.
Absolutely. You can choose ongoing, full-service support or bring us in for specific cases or peak periods. Our flexible structure means you get experienced paraplanners when and how you need them - without the costs or commitment of hiring internally.
All reports are created and reviewed by qualified paraplanners who understand SJP Asia and Middle East requirements. Every case goes through a thorough review process to ensure accuracy, clarity, and compliance with network standards before delivery.
Turnaround times depend on the complexity of the case, but we always agree timelines in advance. Our team works efficiently across time zones, using clear communication and our Fluid system updates to keep SJP Asia and Middle East advisers informed every step of the way.
Yes - we’re known for our expertise in complex and technical cases. Our team has deep experience across a wide range of advice scenarios and products. We’re always happy to discuss specific or challenging cases and find practical, compliant solutions that fit your clients’ needs.