0151 559 1332
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
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