• Maintain daily structure
• Achieve personal sales results
• Refer every client to the Protection Team for advice
• Comply with company T&C, Compliance and submission standards
• Deliver good customer outcomes
• KPIs – file audit grades, test results, case vetting
• RBM grade
• Protection referral levels
• Client feedback
• Competent Adviser Status achieved
• Qualification for quarterly TCF bonus
There is then flexibility for this to be reduced once Competent Adviser Status (CAS) is achieved.