| Disclosures: |
James is an experienced WoM advisor, qualified since 2016. Excellent mortgage and protection knowledge. Joining M1 on our leads model so no concerns over volume to support CAS journey. James already understands the induction and CAS process as has been explained. 1 week notice period with currently employer. Expectation is for James to be a 150k+ writer in first full year. No concerns, lender panel issues or disclosures. Timescales/ expectation for reference and induction have been provided. |
