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We can support you with

Exceptional Paraplanning

We've been providing Paraplanning support of the highest quality exclusively to SJP Practices for 10 years and our team achieve some of the highest QoD scores in the Partnership.

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Software

Fluid. The ultimate Paraplanning Case Management system

When we set out to build Fluid some 7 years ago, we built it with a deep understanding of what SJP Practices want from a Paraplanning Case Management System.

So I am excited to show you what it can do and why so many other Practices choose Fluid. 

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Obtaining Info

Our Chasing & Checking team are experts at gathering information 

With a team of 15 specialists, we work with Practices like AAG to help speed along the process 

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Software

Sisoma. Your very own social media assistant, for just a fraction of the cost. 

A tool to help you and your team grow both your business and personal brand on social media, requiring as little as 20 minutes per week.

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What SJP Practices say about Plus Group

Dan Healey Image

“It’s hard to pick a favourite feature as we use everything within Fluid.  But if pushed, we think that seeing how many cases you’ve got at a glance is especially useful. And the fact you can filter cases by name or Adviser is a quick win!

We also appreciate being able to gauge how busy each Paraplanner is.”

Daniel Healey - Managing Director
Mark Jones Image

"Fluid has been very useful in allowing us to allocate cases to our paraplanners and allow us to keep track of the cases at all times. The workflows have also been very beneficial for us to see the stage of each case. This has allowed all members of the practice to track their cases including the advisers and support staff. This has been beneficial for the advisers to update their clients also and allows us to manage expectations as a practice."

Wade Warren
Richard Balaes, AAG

“Plus Group have been providing exceptional Paraplanning support to our Practice since 2019, becoming an integral part of the team. They have a wealth of knowledge across different advice areas and can help with even the most complex of cases.

I would always be happy to recommend Plus and their services to other SJP Partners & Advisers.”

Richard Balaes