Task management
Time tracking and invoicing
Live chat between the team
Access to your JG Paraplanning emails
Managing your events and meetings
For internal docs and other files
To search for how to contact providers
To upload and print docs at x+why
Who we are and what we offer
Rules and guidelines to help us operate
Processes and online training
Our company handbook serves as a central reference for employees to understand the company's culture, values, rules, and benefits.
Our company policies and procedures are formalised rules and guidelines that govern how JG Paraplanning operates and how all our team should act and work well.
Your non-stop shop for all walkthroughs, call scripts, processes, checklists and SOPs to help with your day-to-day role.
Apprenticeship e-portfolio system
Study and learning support materials
One-stop shop for all SJP resources
Client records for SJP clients
Training and development courses by SJP
The main hub for all VP guidance
For all ValidPath clients and cases
Access to all 2plan areas (logins needed)
For client records, recommendations and servicing
Stay tuned - links coming soon...
To see help assess the age funds run out
To confirm a client state pension age, via the GOV
