SJP Client Servicing Support

Simply put, client servicing is about building and maintaining positive relationships. It’s not just the occasional telephone call or letter, it is a continuous cycle of service delivery. From core services available to all your clients through to client-specific services, this all forms part of your servicing strategy. But it doesn’t stop there, your clients must have a clear understanding of what’s available to them, you must evidence everything you do and most importantly, you must keep your promises.

  • We have supported over 1000 St. James’s Place Partners and Advisers
  • Our experts will design a tailored client servicing strategy, to the highest standard
  • Our client servicing support gives you peace of mind, knowing your client’s ongoing service expectations are being met
  • We can become an integral part of your client servicing plans, helping you to deliver on the promises made
  • We can save you hours of valuable time which you can then spend with your clients and focus on growing your business
https://plusgroup.org/wp-content/uploads/2020/04/9-2.png
Client Contact & Segmentation

We work with you to segment your client bank and we’ll write to your clients to tell them about the services they can expect to receive.

Client Segmentation

This fundamental document aligns your Client Servicing Strategy with your clients’ expectations. We can send these to all your existing clients, at a time agreed with you.

Client Service Proposition

We’ll present you with a core client servicing proposition and work with you to perfect the design. We’ll also suggest the additional bespoke services for each client bank.

Client Service Proposition

We’ll update your client records with evidence of your client contact activities.

Updating client records

We’ll present you with a core client servicing proposition and work with you to perfect the design. We’ll also suggest the additional bespoke services for each client bank.

Updating client records

Don’t worry about ordering materials, we can do that for you too and have them delivered to our office.

Interested in our services? Get in touch

How we do it

Client Servicing Support

PLUS Group has a team of dedicated professionals ready and waiting to help by providing client servicing support. We take on your day-to-day client servicing obligations to free up time for you to spend meeting 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.

We work with you to develop a strategy, tailored to your business needs. From initial client segmentations to implementation and delivery. We can even draft and send bespoke client-specific communications, write Christmas and Birthday Cards and send gifts on your behalf.

  • We are dedicated to providing the best possible service for you and your clients
  • 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
  • We work closely with SJP to ensure you remain compliant at all times
  • We can help with a wide range of client servicing tasks, just contact us to let us know what you need
https://plusgroup.org/wp-content/uploads/2020/02/how-image.png
https://plusgroup.org/wp-content/uploads/2020/03/quality.png

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.