SJP Administration Support Services

From business processing to appointment making, our team of SJP Experienced Administrators assist Partners & Advisers of all types, adapting to their way of business whilst providing expert knowledge, guidance and support, enabling them to run an efficient and streamlined back office.

You can access our services, as much or as little as you like
You’ll have access to a team of experienced Administrators
No upfront fees
You’ll have more time to spend with your clients
We’ll help you remain compliant
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How we can support your Practice

  • Arrange client meetings
  • Send letters and communications on your behalf
  • Answer general queries
  • Help you build and maintain your client relationships
  • Sending Letters of Authority and gathering information
  • Producing comparisons and illustrations
  • Business processing (EBS or paper applications)
  • Ordering stationery
  • Requesting analytics
  • Manage your diary
  • Obtain wealth accounts and valuations
  • Assist you with day to day task management
  • Answer your telephone calls
  • Updating client records (including CFR’s)
  • Pipeline and provider chasing until plan inception
  • Actioning fund switches and withdrawals
  • Other general support tasks

Who we help?

Partners and Advisers who:

  • Work alone
  • Are part of a Practice
  • Already have a Paraplanner
  • Need long-term support
  • Need short-term, periodic support
Interested in our services? Get in touch

How we do it

Administrators

PLUS Group has a team of dedicated and expert administrators, ready and waiting to help you out. We take on your everyday administration tasks, to free up more time for you to spend with your clients and growing your business. We can help SJP Partners and Advisers whether they work alone or are part of a practice and even if they already have in-house support staff.

Engaging with our administrators means peace of mind for you and your clients. We provide a bespoke service, tailored to your exact needs. The cost depends on the level and nature of support you need, contact us to discuss your requirements and we can guide you on the best option for you. Click here to find out more about our administration support service.

  • We can handle all your post from our office and if you divert your telephone calls to us, we can take messages and action anything that’s needed
  • When contacting clients or third parties, we always call on your behalf, clients will never even know PLUS exists
  • No upfront fees or tie-in period, simply pay for what you need. Even if you have a fixed budget, we’ll just let you know when you’re reaching your spending limit
  • Process discipline, we’ll help you remain compliant
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Management Team

Working behind the scenes, our operations manager and partner relationship manager continually review our service levels and client satisfaction to ensure we are always providing the best quality services for all our clients.

  • Regularly reviewing client satisfaction and service levels
  • Ensures all tasks are completed efficiently and to the highest standard
  • Always on hand and happy to provide help or advice
  • Putting clients at the forefront of everything we do
Adam Sheehan
Adam Sheehan – DirectorAnderson Gardner Financial Planning

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.

Nader Sheta
Nader Sheta- Senior PartnerNader Sheta

Four years ago, after 26 years of doing my own paraplanning, my manager at SJP politely suggested that I might do better outsourcing this crucial business function and recommended that I speak with Plus Group. Since then Plus Group have written over 160 cases for me and I consider them to be a vital component in my overall business.

I have not touched a suitability letter for four years have a 100% ‘first time suitable’ record thanks to Plus Group. All the practitioners at Plus Group that have helped me are courteous, knowledgeable and do what they say will do when they say they will do it.

I cannot recommend their services highly enough.

David Blackwell- Associate Partner
David Blackwell – Associate PartnerMyriad Wealth Management

I have been delighted with the excellent service from Plus Group since I started using them in August 2018. Cases are always dealt with promptly and I am regularly updated of progress. Plus Group do all the chasing of information, allowing my practice to concentrate on positive client outcomes.

Not to mention the positive impact on our Quality Gateway score

Andrew Teasdale- Director and Financial Planner
Andrew Teasdale- Director and Financial PlannerNorthumbria Financial Management

I have worked with PLUS for a couple of years now, and I would be happy to recommend other partners to use PLUS Group for their paraplanning. They make my day to day easier and allow me to spend more time with clients. They give me the confidence to know the work has been completed to high standards, thus improves the quality of my business written.

David Millar
Garth Thompson – DirectorGarth Thompson Wealth Management

We have used Plus Paraplanning for a number of years now and have been delighted with the service and support we have received.

The quality of the reports is exceptional and we have always received these in a timely fashion.
By using this service we have more time to spend with our clients, therefore meeting their needs and strengthening our relationship with them.

I therefore have no hesitation in recommending Plus Group to anyone looking for paraplanning support

David Millar
David MillarThe DRM Consultancy

We are delighted with the support and service we receive from the Plus Group.
We consider Martine (our nominated support person) to be part of our team. She is highly efficient and professional and is a real asset to our business.

Jonathan and the chaser team remove all the hassle and time involved chasing up ceding information and are definitely worth their weight in gold!

Sandro Forte – Managing Partner
Sandro Forte – Managing PartnerForte Financial LLP

Having previously worked with several paraplanning firms we had become very frustrated with the inconsistency of outputs and overall service. Moving our paraplanning and general support requirements to Plus Group was a game-changer for us: Despite the size and complexity of many of our cases we have seen a big improvement in quality and turnaround times. Put simply, Plus are exceptional and we wouldn’t work with any other firm.

Alison Gregory
Alison Gregory – DirectorAlison Gregory Wealth Management

I have been using PLUS group for para planning for the past 5 years. I have always found them to be Professional and efficient and they have helped me to maintain a high standard of Quality of Documentation and Suitability of advice with my Compliance Team. We have found the turn around times are excellent and we are kept informed at every stage of the process. We also like that we tend to be allocated to a small group of para-planners meaning myself and my team get to know the individuals working on our cases very well. I would have no hesitation in recommending PLUS services to colleagues.

David Millar
Gavin Miller- DirectorMiller Wealth Management

I’ve been using Plus for several years now. During that time, I’ve found them to be very professional in their dealings with me and my team. The accuracy of their report writing is second to none and they are always available to discuss new cases and how their approach might be mutually beneficial

Get in touch

Call us, send us an email, fill in our enquiry form, or pop in for a cuppa’, we’d love to chat about how we can help you and your business.

Address

24 Queen Avenue, Liverpool, L2 4TZ. 


Meet Your Team

Mark Lamb
Managing Director

Mark Lamb

Director & Co-Founder
Scott Daniels
Managing Director

Scott Daniels

Director & Co-Founder
Jonathan Maskell
Head of Chasing Team

Jonathan Maskell

Head Of Chasing
Rachael Hackett
Adhoc chasing team leader/ Admin

Rachael Hackett

Chasing Team Leader

News

Our Paraplanning
Awards & Nominations

Limited Company Name is PLUS Partner Services Ltd. Trading Name: PLUS Group. VAT Number 191887360.

Limited Company Name is PLUS Partner Services Ltd.
Trading Name: PLUS Group.
VAT Number 191887360.