Trusted paraplanning support for savvy SJP Practices, Networks and IFA Firms

Our Paraplanners are exceptional at what they do and are standing by to provide short – or long-term assistance to help transform your business.

Request a call back

ABOUT THE SERVICE

Paraplanning support for SJP Practices, Networks and IFAs

Since 2013, we have completed more than 50,000 cases and have built a reputation as the top specialists and go-to partner for complex cases.

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.

why plus

The smart way to optimise and scale your business

Our mission is simple: to save you valuable time and money, so you can focus on providing excellent service to your clients, nurturing relationships, growing your business, and enjoying the fruits of your labour

Commitment to quality

Quality is our priority, which sees us continuously reviewing processes and procedures to ensure they meet any new guidance and legislation.

QoD committee

Our QoD committee meets monthly to review the business and discuss all things quality with a focus on continuous improvement.

In-house Quality Assurance Team

An entire team ensures our work is of the highest standard, helping us achieve some of the best QoD scores around.

Client focused

Our client relationships mean everything to us. With an emphasis on trust, we constantly strive to provide a client experience second to none.

Our clients hired us to:

Ensure they had consistent, high-level Paraplanning support

Plus Group were recommended to us by the management team at St. James’s Place.

We find the handover process between our office and Plus Group to be smooth and easy.

Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.

 

Adam Sheehan
Anderson Gardner Financial Planning

A trusted partner

With a reputation as the best in the business and more than 90% of cases graded suitable first-time, you can be confident your business is in great hands.

Accessibility

We provide you with easy access to a team of experts whenever you need it, with the ability to work on multiple cases for you at any time

Save time, energy, & money

By entrusting our team, you’ll have more time and energy to focus on the tasks that help grow your business

No upfront fees or tie-in period

No upfront fees, no tie-in period to work with us, and no minimum number of cases you must send.

Eliminate stress

Our team does all the work, so you don't have to, thus eliminating all associated stress.

Real results

With our extremely competent and professional team on your side, you’ll soon see our support translate to results for your business.

For the love of plus

Rest assured, you’re working with the best

With all your paraplanning needs taken care of, you’ll save valuable time and money, so you can focus on providing excellent service to your clients, nurturing relationships, growing your business, and enjoying the fruits of your labour. 

Awards & nominations

Not one to brag, but *ahem* we’re kind of a big deal! 

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.

About Plus Group

We’re here for you

And by you, we mean St. James’s Place Wealth Management and the wider Financial Adviser community.

To date, we have supported more than 1,400 of you in your business and completed more than 50,000 suitability reports. You can rest assured that our team has the skills and know-how to ensure the very best for you and your business. 

Meet your dream team

Paraplanners, Chasers, and more.

Lauren Chapman

Paraplanner

Lauren Chapman

Lauren Chapman

Paraplanner

ABOUT

I am Diploma qualified and SJP accredited, and have been with SJP since 2017. I live in Shropshire with my husband and two little boys.

LIKES

I love to bake, love eating out and having family days out with my boys.

DISLIKES

Rainy days, bad manners, not having enough sleep (sadly impossible when you have kids!)

 

 

Tony Clarke

Paraplanner

Tony Clarke

Tony Clarke

Paraplanner

ABOUT

I have been in financial services for about 20 years (but seems a lot longer!). I've been lucky enough to work for some great financial institutions such as Legal & General and HSBC, wearing many different hats from advising to broker. Prior to joining Plus my business was contracted to a pension compliance review for one of the high street banks, which lasted for 7 years.

LIKES

    I enjoy hiking, running and getting into the sea when it's not Arctic conditions. If I'm not working I can usually be found in a nook off the coastal path with a book, the dog and flask of tea.

    DISLIKES

    Rudeness, queues, commuting (which is one of the reasons why I love my job), social media when used for anything other than work or seeing nice photos.

     

     

    Danielle Skilling

    Paraplanner

    Danielle Skilling

    Danielle Skilling

    Paraplanner

    ABOUT

    Studied Modern Languages then worked in Investment Banking dealing with French and Spanish clients, before deciding to retrain as a Financial Adviser. Diploma qualified through the SJP Academy - I went onto to have my own Practice as an Adviser. Paraplanning became a better fit for my family life rather than investing, so I worked as a Paraplanner for two SJP Practices before joining Plus.

    LIKES

    Going to the theatre, eating out, holidays and a bit of gym/squash.

    DISLIKES

    Aubergines - who wants to eat a sponge?

     

     

    Andrew Gibbins

    Paraplanner

    Danielle Skilling

    Danielle Skilling

    Paraplanner

    ABOUT

    Studied Modern Languages then worked in Investment Banking dealing with French and Spanish clients, before deciding to retrain as a Financial Adviser. Diploma qualified through the SJP Academy - I went onto to have my own Practice as an Adviser. Paraplanning became a better fit for my family life rather than investing, so I worked as a Paraplanner for two SJP Practices before joining Plus.

    LIKES

    Going to the theatre, eating out, holidays and a bit of gym/squash.

    DISLIKES

    Aubergines - who wants to eat a sponge?

     

     

    Ready to grow your Client base?

    Our team of experts are on standby to roll out the red carpet. All you have to do is contact us now.

    Give us a call

    0151 559 1332

    Book a meeting

    See our calendar

    Send us an email

    hello@plusgroup.org

    Frequently asked questions

    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?
    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.
    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.