Expert paraplanning & outsourcing solutions for forward-thinking SJP Practices
Are you looking to optimise and scale your Practice? Plus Group are renowned as the go-to experts for SJP outsourced support.
From paraplanning to chasing, client servicing to cashflow modelling, we’ve got you covered. Let us focus on what we do best, so you can focus on providing a first-class experience for your clients.
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ABOUT PLUS GROUP
10+ years of experience
With over ten years of experience and a reputation as the go-to outsourcing experts for SJP Practices, we understand the unique challenges you face and have spent years perfecting solutions that seamlessly integrate with your processes and operations while providing immediate, tangible results.
With Plus Group as your trusted partner, you can focus on delivering exceptional financial advice and a top-tier customer experience while we handle the rest.
Schedule a call to learn how Plus Group can revolutionise your practice today.
Client reviews
Trusted & Recommended by Hundreds of Financial Advisers
“Our experiences of Plus Group have been totally positive.
The cases have been allocated swiftly and all the paraplanners we have experienced have been not only knowledgeable but also extremely helpful.
We are particularly pleased that we have been allocated the same paraplanner on a number of occasions allowing us to form a great working relationship with them.”
Peter Greenwood
Greenwood Wealth Solutions
“Plus Group were recommended to us by the management team at St. James’s Place.
We find the handover process between our office and Plus Group to be smooth and easy.
Plus Group are able to cope with both simple and complex cases, and we have built a good working relationship with the paraplanners used on a regular basis.”
Adam Sheehan
Anderson Gardner Financial Planning
Expert paraplanning and technology solutions for the savvy 21st-century Financial Advisers
At Plus Group, we have the technology, expertise, and experience to provide you with an out-of-this-world service—all tailored exclusively to you and your business needs.
SJP Paraplanning Support
Our highly qualified and experienced Paraplanners are standing by to handle your long-term or short-term paraplanning needs. This frees up time and stress so your Advisers can focus on what they do best—delighting clients with exceptional financial advice.
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Cashflow Modelling Support
With over ten years of experience, John Whitehead leads an enthusiastic team of experts dedicated to helping clients win business through sophisticated cashflow models. The team simplifies the process for your Advisers, making it easy to demonstrate the extensive benefits potential clients can expect when working with you. As a result, their decision to do business with you becomes a no-brainer!
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Fluid Case Management System
A game-changer that offers a MAJOR boost in productivity, Fluid allows you to track every stage of your paraplanning cases in real-time, whenever, wherever.
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LOA Chasing
Say goodbye to administrative headaches and get ready to save a ton of time and resources each week by letting our highly experienced Chasers gather all the plan information you need with extreme efficiency.
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Client Servicing
Allocate your resources better by letting Plus Group handle those essential but tedious, time-consuming tasks. In doing so, your Advisers are free to enjoy more leisure time as well as time to better service existing clients, generate leads, and growing their business.
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About Plus Group
Your trusted paraplanning and outsourcing specialist
Plus Group is your renowned, trusted, and reliable partner on call to help revolutionise your operations and streamline your processes for a leaner, more profitable business. Here are just some of the perks you get when working with us:
Cost-efficiency
With Plus Group, our clients only ever pay for what they use. We pride ourselves on providing all required resources, yet only charging if and when used. So, the business saves money while gaining maximum efficiency.
Scalable infrastructure
With our robust infrastructure and highly skilled team of paraplanners, chasers, and more, Plus Group has the framework to support the rapid expansion of businesses in your Network without ever compromising on quality.
Complementary services
All our services are designed to complement and support your business’s needs. Our team of experts tackles the mundane with extreme efficiency so you can focus on delivering a premium customer experience to your clients while also freeing up more time to do as you please.
Turn that whelm upside down
Are you feeling overwhelmed by the new “Consumer Duty” regulations, which demand you deliver a first-class customer experience every every step of the journey? Not to mention the challenge of managing the intricate processes required to do so?
We get it.
The pressure for hands-on involvement at every step is intense, taking a toll on your time, resources, stress levels, and, most importantly, your ability to focus on what truly matters — your clients.
Enter Plus Group.
Your strategic partner to help you navigate these complexities with ease.
So slick.
Our services not only help streamline your operations and processes for a leaner organisation — we also help create the space you need to deliver an exceptional customer experience without compromise.
By allowing us to focus on what we do best, you free up your time, energy, and resources to focus on what you do best.
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We take compliance seriously
As regulations evolve, so does Plus Group. Now, with the introduction of Consumer Duty, our services are geared to ensuring you have the time you need to deliver a first-class customer experience while remaining compliant.
Not only do we meet compliance standards, but we exceed them, with over 90% of paraplanning cases graded suitable the first time. Rest assured, you can be confident your business is in great hands, ensuring it operates ethically and efficiently in this ever-evolving landscape.
How it works
Our clients mean the world to us. At Plus Group, we are 100% committed to supporting you and your business as best we can, while making the entire process as seamless and efficient as possible.
Schedule a call to learn how Plus Group can help support your business goals today.
Get in touch
Reach out and let us know how best we can support you and your business.
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.
Awards & nominations
Not ones to brag, but *ahem* we’re kind of a big deal! That’s because we always put YOUR needs first.
Meet your dream team
Our friendly team of experts cannot wait to support you and your business growth.
We’re not just here to assist; we’re here to be the support most only dream of. And we’re not opposed to sharing some laughs along the way!
Jonathan Maskell
Head of Chasing Team
Jonathan Maskell
Head of Chasing Team
ABOUT
I joined Plus Group as an Apprentice in 2014 and am now head of the Chasing Team. I undertake a variety of duties, including making sure daily tasks are allocated across the team, and stepping in when any of the team need any help, guidance, or if they just want a chat!
I live in Liverpool with my girlfriend Kerry and outside of work, I enjoy baking and watching sports. I also have an obsession with Food Network on Sky, and like to pick up tips on how to become a better home cook!
Hannah Edwards
Chaser
Hannah Edwards
Chaser
Joined in 2021
ABOUT
Before joining Plus in 2021, I worked at Mercedes Benz of Liverpool for over 4 years as a Sales Administrator. I then worked for Cloudview for four months as a Sales Administrator, but decided I wanted to learn something new and leave sales completely.
I live in Liverpool with my boyfriend. I love to get pampered. I love to go out for food and spend time with family and friends.
Jill Thompson
Chaser
Jill Thompson
Chaser
Joined in 2021
ABOUT
After leaving secretarial college I have had a varied career of customer service focused roles. Ranging from a showroom manager, HR and budget officer in the Home Office, administrator in a high secure hospital and then an office manager in a family run estate agents. I am very much a people person and enjoy working with clients both face to face and over the telephone.
I am married to Dave for nearly 30 years and have 2 grown up children, Mark and Emma, plus 2 step children Mark and Lee.
LIKES
- Padel (similar to tennis/squash) I enjoy playing as often as I can
- Countryside walks, nature and wildlife
- My 2 dogs Tia and Bobby
- Eating out (I’m very spoilt for choice where we live)
DISLIKES
- Not a big fan of strong smelling cheeses!
- I do not like spirits (apart from gin)
- Bullies, whether they are children or grown ups!
Sam Parker
Chaser
Sam Parker
Chaser
Joined in 2022
ABOUT
I am a highly motivated and experienced financial administrator with 15 years experience in financial services, previously supporting a St James’s Place Partner in Poole, Dorset.
I am a busy working Mum of three teenagers, with two dogs and am an animal loving vegetarian. I enjoy walks at the beach, meals out with friends, watching cookery programmes and cinema trips.
Ready to take the next step?
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