Connected 72 - Summer 2019


New for Mortgage and Protection business – a structured development programme to help achieve CAS status

Our exciting new programme for people who have achieved CeMAP (or equivalent) and are looking to achieve Competent Adviser Status (CAS) is now open for applications. We are looking for adviser firms who are interested in taking on a trainee mortgage and protection adviser, or is there someone you know within your firm who is CeMAP qualified (or equivalent) and would be interested in a fully supported programme to get them to Competent Adviser Status? There are limited spaces available, so please make sure you get your application in as soon as possible. We are running the programme on a first come, first served basis. What can the trainees expect? Trainees will have the opportunity to work alongside a dedicated Tenet Business Mentor as part of this programme. The Tenet Mentor will ensure the trainee has an opportunity to enhance their personal and professional development, increase their confidence and obtain CAS. We will help set their goals and work with our mentor to develop a plan to achieve CAS within 6 months. The rate of progress rests with the

trainee’s own ambition and business levels/ opportunities. As part of our new structured development programme, the trainee will get the support and development they need to build their experience and ultimately achieve CAS for mortgages and protection. For the duration of the programme and once CAS is achieved, the trainee will be positioned within the firm they will be looking to work with in the long-term. Pre-course workbook includes: • MCD initial assessment • Suitable advice standards, Tenet template orientation • Case study scenarios The induction programme includes: • A dedicated induction course in Leeds over 5 days as well as 2 days of assessment and revision • Agenda, objectives • Overview of the journey to competence (full & reduced supervision) • What KPIs are required to demonstrate competence

• What happens if not demonstrating competence within timescales • Sales Process

• Introduction and disclosure, Fact-Find, Research and Advice, Presentation, Close and Next Steps, Suitability Letters and Documentation • All above sessions to include standards, facilitation and practice using Tenet standard tools • Consideration as to the modulation of protection and general insurance • Client Meeting Assessment • Client Advice and Suitability Letter Assessment • Assessment (business mentor to assess role-plays) • Assessment (AST to Grade File Assessment) • The duration of the course costs £1,500 + VAT • The next course will start 14/10/2019*. * As course material is issued in advance, interest must be registered by 14/09/2019 We believe that Tenet Group is the best place for trainees to learn, develop and flourish in their new career in the financial industry.

For more information or to express your interest in this programme, please contact Mark Penswick in the Central Recruitment Team on 0113 239 5118 or email

A little about our Tenet Mentor, Cath Coates “Like many people in the advisory world, I come from a banking background, having worked at Barclays and First Direct in Leeds before working at Yorkshire Building Society as a Mortgage Adviser. During my time here I moved my way up to Branch Manager while continuing to give mortgage advice. After a short time I was approached to utilise my expertise and become a Development Coach which I was delighted to accept. This involved developing freshly CeMAP qualified colleagues to obtain CAS and continuing to supervise them to ensure standards were adhered to. During my time at the Tenet Group I have been a Senior Assessor and am delighted to take up the mentor reins again. I am excited that Tenet has launched this programme, which offers a fantastic way to support firms to ‘grown their own advisers’”

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