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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 meetingRequest a call

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 1332Book a meetingRequest 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 […]

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About the Service

Our 13-Step Process

Step 1

You submit a case to Plus Group

Step 2

Case allocated to a Plus Paraplanner within 24 hours*
*subject to Paraplanner availability

Step 3

We send Letters of Authority and request information

Testimonials

What SJP Partners and Advisers say about our Paraplanning Service

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... View Full Testimonial...

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

Andrew Gibbins

Paraplanner

Andrew has been at Plus for just over 5 years in his role as a Paraplanner. He mainly writes pension reports, which include pension transfers, SIPP transfers ... View More...

Susan Lowis

Paraplanner

Susan is a self-employed Paraplanner and has been writing cases for Plus since January 2015. She is originally from Colne in Lancashire, but now lives in a v ... View More...

Meet Your Team
We're Hiring!

Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.