SJP Paraplanning Support Services

Each year, our team of 30+ Paraplanners complete thousands of Suitability Reports for SJP Partners & Advisers, achieving some of the highest Quality of Documentation grades in the Partnership.

Since 2013, we have dealt with a vast array of cases and have built up a reputation as complex case specialists.

We’ve written over 15,000 Suitability Reports
We can simultaneously work on multiple cases for you
You’ll have access to a team of experts, just when you need it
There’s no minimum number of cases you must send us
No upfront fees
No tie-in period
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Step 1

Case submitted to PLUS

Step 2

Case allocated to a PLUS Paraplanner

Step 3

Send Letters of Authority and request information

Step 4

Check ceding scheme information and request any outstanding details

Step 5

Carry out Tax, IHT, Carry Forward calculations etc.

Step 6

Complete Critical Yield Calculations

Step 7

Confirm if a pre-approval case can proceed

Step 8

Prepare Suitability Letter

Step 9

Create illustration(s) and advice set (Replacement Business)

Step 10

Send Suitability Letter to you for review

Step 11

Submit case to Business Assurance

Step 12

Liaise with Business Assurance to gain approval

Step 13

Provide approved Suitability Letter and associated documentation

What's included?

  • Sending Letters of Authority
  • Gathering and checking plan information
  • Critical Yield Calculations (CYCs)
  • Tax, IHT and other calculations
  • Creation of illustrations and Advice Sets
  • Preparation of Suitability Reports
  • Submitting cases for approval
  • Deal with any feedback

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
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.
Andrew Teasdale
Northumbria Financial Management Limited
Interested in our services? Get in touch

How we do it

Paraplanners

We have a team of qualified and experienced paraplanners based throughout the UK, ready and waiting to take your cases. You don’t need to have a case to sign up to our services, simply register your details and then we are there ready for you whenever you need us. We don’t tie you in with contracts or retainers and we don’t have a minimum spend. Simply pay as you go, case by case.

Once you’re registered, you can send us cases you need help with along with completed handover forms via email directly to our operations manager, who then distributes the work to our expert SJP paraplanners. We understand that to meet your clients’ needs you often work to tight deadlines, so we work quickly and efficiently to ensure a timely turnaround while always providing the highest level of quality

  • No up-front fees or tie-in period, simply register and pay by case
  • There is no minimum number of cases you must send us
  • We can simultaneously work on multiple cases for you
  • Our Paraplanning team have over 200 years of combined industry experience
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Chasers

We offer a chasing service for Letters of Authority (LOA), as a stand-alone service. We understand sending an LOA, gathering all the correct information, and chasing providers can be a timely process, so let PLUS Group do the hard work for you. Our team of SJP administrators are experts in gathering and chasing information, quickly and efficiently, and can work to tight deadlines.

Our chasing service can help free up hours of your time for you to spend with clients, which would otherwise have been spent on paperwork. We don’t believe in charging people for things they don’t need, so you don’t have to sign up for our other services to benefit from our chasing service. To find out more about our Chasing Service, click here.

  • We can send Letters of Authority and gather provider information on your behalf
  • Only pay for what you need – no minimum spends or upfront fees
  • Working quickly and efficiently to get everything you need for a timely turnaround
  • Saving you hours of valuable time to spend with clients

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
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Quality Assurance Team

Our quality assurance team acts as our internal control function and is responsible for the ongoing monitoring of new and existing paraplanners. Quality is at the heart of everything we do, which is why we continually monitor our quality gradings and that of our team.

Each month we hold a Quality of Documentation (QoD) committee meeting, consisting of Directors, Operations Managers, Quality Assurance Team and representatives from Business Assurance (BA). During this meeting we review all our paraplanners’ QoD and feedback from BA, to help us identify any training needs.

  • Quality is at the heart of everything we do
  • Helping SJP Partners and Advisers to achieve the highest Quality of Documentation scores
  • Monthly meetings to assess our Quality of Documentation (QoD)
  • The involvement of Business Assurance (BA) ensures we remain up-to-date with the latest guidance and can provide feedback on consistency
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.