About The Service

Looking for SJP Paraplanning support?

Whether you work alone or as part of a Practice, need short or long-term support, we're here to help.

Book a meeting Request a call

SJP Paraplanning Support

Paraplanning Service Quick Links

About the service

Paraplanning Support, exclusively for SJP Practices

Each year, our team of 30+ Paraplanners complete thousands of Suitability Reports for SJP Partners & Advisers, achieving some of the highest Quality of Documentation grades in the Partnership.

Since 2013, we have dealt with a vast array of cases and have built up a reputation as complex case specialists.

We've written over 18,000 Suitability Reports

You will have access to a team of experts, just when you need it

We can simultaneously work on multiple cases for you

There is no minimum number of cases you must send us

We will not charge you any upfront fees

There is no tie-in period to work with us

Some of our clients:

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

Call Us 0151 559 1332 Request a call

PQS

Our commitment to Quality

Quality is at the heart of what we do here at Plus and is embedded in all parts of the business and our people.

The processes and procedures we have implemented at Plus are done so with a quality first approach and we are constantly reviewing these, making any required adjustments for new guidance or legislation, or if we just find a better way of doing things!

PQS

In-house Quality Assurance Team

We have an in-house Quality Assurance Team who are dedicated to ensuring that the work we do is of the highest standard and to help us achieve some of the best QoD scores around.

They are also responsible for on-boarding and training new joiners to Plus and ensuring they meet our exacting standards.

PQS

QoD committee

Our QoD committee has been established for a number of years and meets once a month to review the QoD of the business, as well as to discuss any trends or feedback points that we can share with our teams.

It is made up of our Director, Scott Daniels, Operations Manager, Sue McFarlane and our Quality Assurance Team.

We also have guests, such as BA checkers and the BA Management Team, which allows us to ensure we remain up to date with changes in guidance and enables us to also feedback our experiences

Case Study

Partner Insights

Case Study

Finding Paraplanners to Accomodate the Needs of a Growing Business

Finding Paraplanners to accommodate the needs of a growing business Adam Sheehan and Jacqui Moyes, Directors of Anderson Gardner Financial Planning, Partner Practice of St. James’s Place Wealth Management since 2011, found that their business had grown to a level as such where the Paraplanner they had previously used was unable to cope with the […]

Testimonials

What SJP Partners and Advisers say about our Paraplanning Service

Sandro Forte

Forte Financial LLP

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service.

Moving our paraplanning and general support requirements to Plus Group was a game-changer for us: Despite the size and complexity of many of our cases we have seen a big improvement in quality and turnaround times.

Put simply, Plus are exceptional and we wouldn’t work with any other firm.

Wesley Seale

Maine Wealth Ltd

I have used the services of Plus now for around 2 years and we have a great working relationship throughout the team here at Maine Wealth.

No matter what type of case Plus have an experienced planner to assist and they cope superbly with our varied workload.

Their planners are approachable and always there to discuss matter when you need them.

Gurvinder Thind

Thind Wealth Advisory Ltd

At TWA Chartered Financial Planners, we need paraplanners with a wealth of experience who can fulfil our intricate paraplanning needs.

Having worked with PLUS now for two years, we speak from experience and would advocate how good they are. We are confident that we have found a professional resource in terms of paraplanning who consistently and expertly meet our professional needs day to day.

Our client experience is made special because every team member at PLUS keeps us informed of every stage of our cases. We have built a strong connection with every team member and their technical knowledge and customer service is excellent.

We are looking forward to building on our professional relationship as we being 2020.

Andrew Teasdale

Northumbria Financial Management Limited

I have worked with PLUS for a couple of years now, and I would be happy to recommend other partners to use PLUS Group for their paraplanning.

They make my day to day easier and allow me to spend more time with clients and they give me the confidence to know the work has been completed to high standards, thus improves the quality of my business written.

Ross Murray

RMFC Ltd

I began using Plus Group when I first joined SJP as coming from a role within another practice I was used to having everything I needed on tap. Engaging with Plus Group was a more appropriate option at this stage as opposed to employing a number of people to fill these roles.

The reason I use them now more than ever is that to replicate the level of service I receive within my own practice I would need to employ a minimum of five members of staff and would still have to contend with holidays, sick days and the concern of not employing the right people first time.

As was the case when I was in a practice previously I have one person I speak with on a daily basis who manages everything from diary management, applications (varying business types) and View Full Testimonial...