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.
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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.
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
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
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
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
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 take the next step?
Don't miss out, get in touch today to find out more
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?
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.