We take care of the admin and compliance stress, handling paraplanning, administration, and client servicing. Leave the tedious paperwork behind and focus on what you do best - advising.
We help advisers, firms, and networks keep things moving – taking pressure off busy teams, filling the gaps, and making sure nothing slips through the cracks.
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Where we add value
We provide practical back office support that helps financial advisers stay on top of client work, improve turnaround times, and safeguard their capacity.
As a back-office support partner for financial advisers, we’ve helped thousands of advisers each with consistency, care, and technical expertise.
advisers supported
Team Members
We love our clients, and because we value humility wink-wink instead of bigging ourselves up, we’re going to let our clients speak for us.
“Our Practice has been working with Plus Group for many years now. Our Partner scores would not be what they are without this service. I can highly recommend Plus Group. They are an asset.”
TWA Chartered Financial Planner
“After some years at SJP, we decided we were fed up with getting the odd rejected financial report from our Business Assurance team. We were advised to use Plus and have never looked back. Our file quality sits at 100% and is one less thing for me to worry about.”
Westgate Wealth Management
“Sophie is our dedicated LOA Chaser at Plus Group. She has a great knowledge of where to send LOAs and does not stop until we get the information we need. She keeps us regularly updated on the progress of each LOA and is a credit to Plus Group! Would highly recommend.”
Buckle & Partners
"I had my Compliance Review yesterday and Laura was positively glowing about how good my Salesforce records are for the reviews she checked, so thanks to you and Sapna for great work!"
The Royall Wealth Partnership
We provide comprehensive support for Independent financial advisers and financial advisers across all networks, tailoring our approach to each firm's structure, systems, and compliance frameworks.
Where we add value
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From technical queries to case reviews, we provide hands-on support that frees up your time and drives client outcomes.
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Agile consultancy across growth, compliance, tech, and M&A – we help networks navigate complexity and move faster.
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We keep advice flowing
Instead of creating more to manage, we provide back office support for financial advisers that works alongside your team. We support your full advice process, freeing up time, improving consistency, and helping advice move forward without pulling you away from clients.
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These awards and nominations aren’t just pretty badges; they reflect the comprehensive support we deliver to financial advisers every day behind the scenes.
We keep it simple for a reason
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We start by understanding where paraplanning, administration, client servicing, or provider follow-ups are slowing progress across your business.
We assign experienced paraplanners and support specialists who integrate into your workflows and take responsibility for the work.
Our teams get up to speed quickly, communicate clearly, and progress cases without creating extra management for advisers.
With fewer delays and smoother processes, advisers can focus on client relationships, business development, and long-term planning.
Helping clients plan, grow, and protect their futures should sit at the centre of your day. We support that with outsourced paraplanning, client servicing and admin services and cashflow modelling, that reduce distraction and give you your time back.
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Back office support for financial advisers, firms and networks
