“Imagine an entire business developed around helping you to run an efficient, productive and compliant practice”

Stop imagining...

WELCOME TO PLUS

ABOUT PLUS GROUP

THE 3 CORE SERVICES FROM PLUS...

WE ALSO OFFER...

Since starting PLUS in October 2013, our business has grown from a two man band to a team of highly qualified individuals, providing services to Partners throughout the UK.

We fully understand the challenges you face and have tailored solutions in every area, allowing you to do what you do best, engaging with your clients and prospects and generating business.

“Our aim is to provide an easy to use Paraplanning service that integrates with how you do business. We can deal with all aspects of the Paraplanning process, from requesting information, to preparing reports and liaising with Business Assurance.

Our service will allow you to concentrate on what you do best, meeting clients and generating business.”

We offer a fully bespoke professional Paraplanning service to partners of St James’sPlace. We can deal with all aspects of Paraplanning, from requesting informationand inputting fact finds to submitting cases and dealing with business assurance,allowing you to spend more time with your clients and on growing your business. We have a wealth of experience with all types of cases, often working with the private client team on complex HNW and UHNW cases.

One of the unique aspects of the service that we offer is the ability to discuss cases and get a ‘second pair of eyes’, or a different perspective, before submission. We have dealt with large numbers of cases and can often spot issues or queries that BA may have regarding a particular case or client circumstance. Our ability to discuss cases and spot or clarify any potential issues will save you both time and money. This service is something that we find partners particularly like.

Do you have an existing PA or Paraplanner that you would like to take to the next level? If so, we can help. We offer a fully bespoke Paraplanning training service and have helped a number of partners improve their documentation standards and increase their gradings. We have experience in training Paraplanners at all levels in the ‘St. James’s Place way’.

PLUS PARTNER SERVICES

PARAPLANNING

CASE DISCUSSIONS

TRAINING

PLUS PA & ADMIN

“A stream-lined, effective admin support team is essential for any business. Our team have extensive financial services experience and can offer a wide range of services to enable you to spend more time with clients and less time with paperwork!”

We offer both a ‘pay as you go’ & monthly retainer service, allowing you to easily manage your costs.

Our team have extensive financial services and SJP experience and can act as your own PA & Administrator 5 days a week.

OUR TEAM WILL PROVIDE:

PHONE ANSWERING SERVICE

You have the ability to divert your calls or use our dedicated number to provide to clients, ensuring you never miss a call again.

APPOINTMENT AND DIARY MANAGEMENT

We will liaise with you to contact clients and arrange appointments, whilst also man-aging your day-to-day diary.

CLIENT CREATION AND MAINTENANCE

We create new client records in SWIFT, update existing records and ensure that all client contact and correspondence is attached to client tracking.

PREPARING CLIENT FILES

We ensure that you are provided with a complete client file for your appointments, whether it be a first meeting or to conclude the advice. We also create illustrations via SWIFT and Assureweb and ensure that you have the printed suitability letter, correct paperwork and application forms for your recommendations to the client.

BUSINESS PROCESSING

We process all types of business, either via paper based applications or electronic business submissions, create advice sets or add items to advice sets.

PLUS MCS has been developed exclusiv-ley for Partners of St James’s Place Wealth Management to enable individuals to cre-ate a clear and bespoke servicing strategy for their clients, whilst assisting them with implementation, fulfilment and recording of client contact for the purpose of RDR.

By extracting client data from within the SJP intranet, Partners are able to easily upload client lists complete with address and funds under management into the system. The user is able to determine their generic agenda and select the numerous SJP approved communications to send to clients on an annual basis.

MARKETING& CLIENT SERVICING

“From helping you to develop detailed client servicing strategies to sending out your Investor Magazines, we act as your client servicing team, working with you to ensure that you are constantly at the forefront of your clients mind.”

At PLUS, we fully understand the challenges that you face when it comes to Marketing & Client Servicing. Whether you are a one man band or operate a large practice, the aforementioned is not top of your agenda.

That’s where we come in; we have full access to all marketing initiatives available to Partners and are fully versed on the requirements set by both compliance and financial promotions.

We can help you to:

• Segment Your client bank

• Update SWIFT records

• Set up E-briefing

• Engage with your clients

• Satisfy your risk manager

• Provide weekly LinkedIn updates

INTRODUCING PLUS MCS

ONLY £600 PER YEAR!

TESTIMONIALS

The PA & Admin services, coupled with Paraplanning & Marketing, ensures that I run a water tight Practice in all areas. Each member of PLUS is profes-sional, experienced, and acts with my interests in mind.

It’s fair to say that without PLUS, my business would be in a completely differ-ent place. By utilising all of their available ervices, I am able to concentrate on the important stuff, seeing and servicing my Clients.

I have been more than happy with the level of professionalism and exper-tise when dealing with PLUS. I have recommended you to a number of the Partner businesses I work with, who now use your service of Paraplanning, Client Servicing & Administration. Keep up the great work!

I have used PLUS to create and implement my annual marketing & client servicing strategy. As a result, I am compliant and experienced a dramatic increase in business!

What’s impressed me about PLUS is the can do attitude and quality of work. With more demands on quality of documentation this company steps up and delivers in both a timely and professional manner, over and over again. When I’m asked by Partners for a quality paraplanning outfit, there’s few I’d recommend with as much confidence as PLUS. 5 stars from me!

RICHARD BROWN - PARTNER

AIDEN BURKE - ASSOCIATE PARTNER

GARRY ATACK – PARTNERSHIP DEVELOPMENT MANAGER

ANDREW TAYLOR – SENIOR PARTNER

MATT HAMMOND - PARTNERSHIP DEVELOPMENT MANAGER

WORDS FROM OUR DIRECTORS

Plus is the culmination of many years of hard work from both myself and Mark. Seeing how quickly the industry was evolving, it was clear that a new type of support service was required, one in which we are seen very much as an integral part of an advisers practice. We are passionate about what we do and are happy that we are able to provide a truly professional part-nership, one where our skills and expertise can be leveraged to provide the best service possible and ultimately the best outcome for clients.

The first-hand experience that both Scott & I gained, whilst working within established St. James’s Place Practices, allowed us to develop solutions aimed at making life easier for the Partner.

Ever since we started, it has always been our vision to grow the business in to a one-stop-shop for back office support to SJP Partners, one that is trusted and raises the standards within the support sector. As a business, we will nev-er become complacent and constantly strive to improve, whilst finding new ways to help Partners become more productive, efficient and compliant.

SCOTT DANIELS BA (HONS) FPFS CERT CII (MP)CHARTERED FINANICAL PLANNER

MARK LAMB

WORKING WITH PLUS

With offices in the Liverpool Business District, we are far removed from the stuffiness of the normal office routine. We keep a relaxed but professional office atmosphere, providing our staff with breakfast every morning as well as buying lunch on the last Friday of every month.

At PLUS we know that great people produce great work, which is why looking after our staff is at the forefront of our business ideology.

2nd Floor | Queen Insurance Building | 24 Queen Avenue | Liverpool | L2 4TZ0151 559 1332 | plus@sjpp.co.uk | www.plusgroup.org