| Market: |
Panel |
| Lead Source: |
James is providing leads and then after sign off Cara is expected to generate own leads as part of building in the role |
| Additional Licences: |
Mortgage, Protection and GI |
| Annual Production: |
50000.00 |
| Rev Fees: |
additional adviser |
| Disclosures: |
Nothing disclosed.
Cara is a trainee Mortgage and Protection adviser - qualified but not advised before.
Business standards have approved this recruitment for James |
| Network Charge: |
Other |
| Additional: |
no change to network charges
Cara is Lee Williams (BDM) Sister in Law - discussed with line manager before recruitment to check this is ok as passed over details to James and no issues with this. James was ls aware as sent over CV to James but not involved in the select that has all been James and his business. |
