What we do

Our team are with you every step of the way, from sending Letters of Authority to preparation of Suitability Letters, and liaising with Business Assurance.

Our processes have been specifically developed to ensure that the service you receive is of the highest standard. Our goal is to provide a transparent and easy to use Paraplanning Service, that integrates with your business operations.

If you need assistance in other areas of your business, our team of experienced Virtual PAs are on hand to support you. If you would like further details, please get in touch, we would love to hear from you.

Find out more about our

Our Process…

Case submitted to PLUS

Send Letters of Authority
and request information

Carry out Tax, IHT, Carry Forward calculations etc.

Confirm if a pre-approval case can proceed

Create illustration(s) and advice set (Replacement Business)

Submit case to Business Assurance

Provide approved Suitability Letter and associated documentation

Case allocated to a PLUS Paraplanner

Check ceding scheme information and request any outstanding details

Complete Critical Yield Calculations

Prepare Suitability Letter

Send Suitability Letter to you for review

Liaise with Business Assurance to gain approval

Case submitted to PLUS

Case allocated to a PLUS Paraplanner

Send Letter(s) of Authority and request information

Check ceding scheme information and request any outstanding details

Carry out Tax, IHT, Carry Forward calculations etc.

Complete Critical Yield Calculations

Confirm if a pre-approval case can proceed

Prepare Suitability Letter

Create illustration(s) and advice set (Replacement Business)

Send Suitability Letter to you for review

Submit case to Business Assurance

Liaise with Business Assurance to gain approval

Provide approved Suitability Letter and associated documentation

How we do it

Paraplanners

We have a team of qualified and experienced Paraplanners based throughout the UK, waiting to take your cases. You don’t need to have a case to sign up to our services, it just means we are ready for you when you do.

Administrators

Working closely with our team of Paraplanners, our Administrators play a crucial role in the progression of Replacement Business cases, they are responsible for sending Letters of Authority and gathering provider information.

Management Team

Working behind the scenes, our Operations Manager and Partner Relationship Manager continually review our service levels, and client satisfaction.

Quality Assurance Team

Our Quality Assurance Team act as our internal control function and are responsible for the ongoing monitoring of new and existing Paraplanners.  

Quality of Documentation

Quality is at the heart of what we do, that’s why we have taken a unique approach to ensure
our Paraplanners and Quality of Documentation (QoD) are of the highest standard.

Each month we hold a QoD committee meeting, consisting of the Directors, Operations Manager,
Quality Assurance Team and representatives from Business Assurance (BA).

During this meeting we review all Paraplanners’ QoD and feedback from BA, helping us to identify any training needs. The involvement of BA, ensures we remain up-to-date with the latest guidance and can provide feedback on consistency, helping us to maintain a close, ongoing relationship.

Ready to get started?

It’s as easy as…

Register your details

Clicking the following button will take you to a short questionnaire

Sign our agreement

Once you have completed the registration of your details, you will be directed to our Paraplanner Agreement. Here you will be able to digitally sign the agreement and move on to the next step.

 

On signing our agreement, you will immediately be directed to set up your Direct Debit via our provider, GoCardless.
(Who are GoCardless, are they safe?)

Still not convinced?

Don’t just take our word for it…

If you’ve got questions

We’ve got answers…

Welcome to the Future…

A Case Management System designed and developed exclusively for Partners & Advisers of St. James’s Place Wealth Management, their support staff and third-party providers, to allow greater efficiency, transparency and insight into the day to day running of their practice.

2nd Floor, Queen Insurance Building, 24 Queen Avenue, Liverpool, L2 4TZ
0151 559 1332 | plus@sjpp.co.uk | www.plusgroup.org

2nd Floor, Queen Insurance Building, 24 Queen Avenue, Liverpool, L2 4TZ
0151 559 1332 | plus@sjpp.co.uk | www.plusgroup.org

Contact Us