SJP Paraplanning, Administration & Client Servicing Support - PLUS Group

The trusted paraplanning and technology specialists for SJP Practices, Networks and IFA Firms

Plus Group are renowned as the go-to experts for SJP Practices, Networks and IFA firms looking to outsource, optimise & scale.

Trusted 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

Introducing fluid

Our revolutionary case engine

Say bye-bye to long, tedious hours of admin. Fluid offers a major boost in productivity, allowing you to seamlessly track every stage of your cases in real-time for maximum efficiency while completely transforming how you run your business.

Our clients hired us to:
Ensure they had consistent, high-level Paraplanning support

"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

Read how

Our clients hired us to:
Enhance the service he provides

"I asked John to go through the process of developing a Cashflow Model based on me and my personal circumstances. John went on to create 3 scenarios and the results were very impactful. The difference it made to my long-term wealth was enormous.

Having gone through the process personally and with great success, I started to promote the service with my clients.

The benefits of Cashflow Modelling to my business are great and it solidifies my relationship with my clients.

John, is relatable, enthusiastic, but professional, his style with clients is natural and our presentation meetings together flow well."

Steven Payne
Director of SP Wealth Planning an SJP Partner Practice

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Our clients hired us to:
Help with her growing admin needs

"I was unable to take on new staff due to lockdown and the costs involved. I was drowning in admin and couldn’t grow my business.

Following some positive conversations with other Partners who had used Plus Group, I decided to sign up to their Chasing service.

Using Plus Group has allowed me time to do the things I should be doing, focusing on finding new clients, taking part in virtual business development opportunities, and look to grow and achieve my goals.

What’s also great is it doesn’t feel like I am working with remote strangers, Jon quickly felt like he was part of my team."

Mary MacFarlane
Associate Partner at SJP

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Our clients hired us to:
Generate brand awareness and establish a good online reputation

"Having a previous connection with Plus Group and finding their marketing on social media really effective, I reached out to them for help.

Since working with Plus Group, our LinkedIn and Facebook profiles have grown from zero, and our LinkedIn page now boasts a healthy 800 followers.

The variety of posts and branding has generated new clients, helped drive business from both new and existing clients and has also led to new introducers reaching out after seeing our posts on social media.

Working with Plus Group massively achieved our objectives, and in fact exceeded our expectations."

Davis Wealth Management

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Our clients hired us to:
Manage paraplanning cases with just an app

"For larger Practices, it’s essential to have a pipeline management system. And Fluid offers everything. Salesforce isn’t there yet- it doesn’t provide enough. Whereas Fluid is logical for the size of Capstone Financial’s Practice and where the business is going."

Dan Healey, Managing Director

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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.

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 1,500 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.

Learn more about Plus Group