Plus Group
Plus Group provides paraplanning, administration, and client servicing support for SJP Practices, Networks, and IFA firms. They assist financial advisers in optimising and scaling their businesses.
- Chasing service
- Cashflow modelling
- Paraplanning support
- Social media management
- Client servicing support
Locations
Digital Popularity
Popularity over time
Competitors
Navigatus Limited provides outsourced paraplanning services for busy financial planners, allowing them to focus on their clients and business growth.
Company Details
Plus Group is operated by Plus Partner Services Limited and is a Active company incorporated on 9 September 2013 with the registered office located in Preston, Lancashire. Plus Partner Services Limited was registered 12 years ago.
Status
Active
Size
Small
Directors
2
Age
12 years old
Employees
14
Turnover
Unreported
Total Assets
£1.14M
Cash in Bank
Unreported
Total Liabilities
-£570.68K
Teams
19
9
6
2
2
3
Partner Relationship Manager • Joined Mar 2015
Co-founder • Joined Oct 2013
Executive Assistant • Joined Feb 2021
Operations Manager • Joined Feb 2014
Account Manager • Joined May 2014
Quality Assurance Manager • Joined Oct 2015
Social Media Manager • Joined Jan 2021
Head Of Chasing Team • Joined Mar 2014
Financial Administrator • Joined Jun 2021
Finance Administrator
Account Manager • Joined May 2014
Financial Administrator • Joined Jun 2021
Finance Administrator
Financial Services Administrator • Joined Nov 2016
Paraplanner • Joined Aug 2024
Paraplanner • Joined Aug 2021
Chartered Paraplanner • Joined Apr 2023
Paraplanner • Joined Aug 2014
PARA PLANNER • Joined Sep 2021
Executive Assistant • Joined Feb 2021
Financial Administrator • Joined Jun 2021
Finance Administrator
Financial Services Administrator • Joined Nov 2016
Administration Assistant • Joined Sep 2022
PA & Admin Support • Joined Mar 2014
Partner Relationship Manager • Joined Mar 2015
Operations Manager • Joined Feb 2014
Social Media Manager • Joined Jan 2021
Digital Marketing • Joined Apr 2022
Co-founder • Joined Oct 2013
Quality Assurance Manager • Joined Oct 2015
Head Of Chasing Team • Joined Mar 2014
View 19 members