SJP Paraplanning Support
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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:
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!
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.
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
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 […]
What SJP Partners and Advisers say about our Paraplanning Service
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.
Our Awards & Nominations
About The Service
Our Most Frequently Asked Questions
Why should I use your Paraplanning service?
How much does your Paraplanning service cost?
Will I be tied into a contract?
Can you deal with the LOAs as part of the Paraplanning service and is this at an additional cost?
How does the handover process work?
Will you be able to access my client records?
Can you use our LOAs or do PLUS have their own?
Do you need me to gather everything together before sending you the case?
How often will your Paraplanning Team provide me with updates?
Meet Your Team
Paraplanners, Administrators, Gurus and more