Joining the Pride.

Stage One.

Contact with you

1

CONFIRM

We will confirm receipt of your application and you'll receive a welcome call from the Broker Services Team
2

DUE DILIGENCE CHECKING SERVICE

You'll receive log in details to the DDC site for you to upload information from three forms of identity
3

TRAINING MODULES ASSIGNED

You will receive log-ins to start your training modules and tests on Training Matters

Behind the scenes

1

INITIAL COMPLETENESS CHECK

Your application, supporting credit file and ID is checked for completeness - You'll be asked for further information if required at this stage
2

DUE DILIGENCE - REFERENCING

We'll write out to your previous and current (with your permission) employers or referees for references
3

SUPERVISION

We'll write out to the Supervision team so that an Area Supervision Manager is assigned to you to help your journey to Competent Advice Status
4

LENDERS AND PROTECTION PROVIDERS

We'll be setting up records with all providers in readiness for you registering with them when you're appointed
5

REFERENCES

References and supporting document received and reviewed by your Broker Services Consultant
6

REVIEW

An initial review is completed by the Financial Monitoring Officer who will assess your finances. Your Broker Services Consultant will also review your progress on Training modules
7

AUTHORISATION

FCA authorisation requested for your firm (if appropriate)

Stage Two.

Contact with you

1

INDUCTION

You will receive an invitation to an induction training course
2

QUESTIONNAIRE

We will send a Financial Promotions Questionnaire to process/approve your business stationery items, website and other advertising material (including social media)
3

CONTRACT

You wil receive a network contract that you need to sign and return to us

Behind the scenes

1

FCA AUTHORISATION

Your Firm's FCA Authorisation is received and reviewed. This will enable all Principal (Significant Controller) applications to be released for approval by the FCA
2

FULL REVIEW

Your file will undertake a final full review by your Onboarding and Financial Monitoring Officers
3

SUPERVISION REVIEW

Your Area Supervision Manager will assess the feedback following your course attendance and role play

Stage Three.

Contact with you

1

APPROVAL CONFIRMED

You will receive your approval letter
2

PERMANENT LOG INS

You will also receive log in details for the Toolbox, The Hub etc
3

LOG-INS

You will receive log-ins for Training Matters
4

REGISTERING WITH PANEL PROVIDERS

You'll receive guidance notes on registering with lenders and protection providers

Behind the scenes

1

SIGNED OFF

Approval is given by an onboarding officer and systems are updated
2

SYSTEMS

All systems are 'turned on'
3

APPROVAL PUBLISHED INTERNALLY

All Departments are notified of your approval

WHAT YOU GET WITH PRIMIS.

Contact with you

  • Business development and expertise to help you achieve your goals
  • A culture that focusses on good customer outcomes and recognises success
  • You’re part of a multi-award winning network backed by the LSL Group
  • Marketing-leading technology: Toolbox
  • Practical processes including off-panel and financial promotions
  • Strong leadership team
  • Daily payments made to firms
  • Excellent events and training programme

Technology and Tools

Our key platforms include the Hub, Training Matters and Toolbox.

  • The Hub is a collection of resources to help you grow your business.
  • Training Matters is our booking platform and where you register for our events.
  • Toolbox is our back office system, find out more about it here.

If you need help with your log-on information, please contact:

RSD CONTACT DETAILS

PRIMIS’ RSDs are a dynamic bunch with a broad range of skillsets. Their remit is initially to find new recruits (you have probably met at least one of them already), but their other role is to help you develop and grow your business. Your local RSD will visit you on a regular basis to help guide and assist. So if you have a question give them a call – they’ll be sure to know the answer (or know someone who does)!

OTHER SUPPORT

As well as your RSD, there is a whole host of support available:

  • Financial Promotions – get advice on business stationery, adverts, brochures, websites and social media. You can contact the team at promotions@primis.co.uk.
  • Experts – The Experts team are on hand to assist you with all cases that you may be struggling to place. Whether it’s mortgages, general insurance or protection, we have got you covered. Anything from complex income and quirky properties to medical disclosure, the team can help you place the cases you may not know how or where to place. In addition, the team can also assist you with any sourcing queries with our preferred sourcing systems Twenty7Tec and iPipeline, plus our fantastic back office and CRM system: Toolbox. You can get in touch at experts@primis.co.uk.
  • Customer Outcomes Review Team (CORT) – the team are here to support you with initial case checks, your journey to competent adviser status. The dedicated regional teams are a point of contact for queries relating to case checks. The team provide constructive feedback on cases and support you in delivering good customer outcomes, whilst keeping you safe. Midlands, North West, North Wales, South West and South Wales – cortsolihull@primis.co.uk.
    North East, Yorkshire, Northern Ireland, Scotland and South East –customeroutcomesreviewteam@primis.co.uk.
  • Broker Services – the team are right there from the start of your journey and throughout. The team support with on-boarding, any data changes and authorisations. Contact them at brokerservicessupport@primis.co.uk.
  • Fees – the team can help you with any commission related queries, for example, the whereabouts of commission, the amount paid. You can contact them at fees@primis.co.uk.
  • Areas Supervision Manager (ASMs) – you will have a dedicated, local ASM who will support you in continuing to achieve the right customer outcomes and to build a successful business. Their role is to support you in reaching and maintaining competency, plus training and the competency scheme and policies.
  • The IT Helpdesk – the team is ready to help find the answer/solution you need. Our specialists are available to answer your questions as quickly and efficiently as possible. You can reach the Helpdesk by e-mailing support@primis.co.uk.

We have also put together a handy FAQ guide to help you get started.

Download the FAQ document

Social Media

Get the latest news and updates from the PRIMIS social media accounts.

Like our page, connect with us and follow us to received regular updates!

Events

We pride ourselves on our fantastic calendar of virtual events. You can find the latest events on the official PRIMIS social media accounts. Simply e-mail training@primis.co.uk to register for these sessions.

‘MEET THE TEAM’ SESSIONS

In addition, we have dedicated virtual sessions available exclusively for new joiners. Our ‘Meet the Team’ sessions are a great way to meet the PRIMIS team and find out more about the proposition and how we can support you.

We are currently running the following events:

  • A look under the bonnet at Toolbox and the portal
  • GI with Jim
  • Conveyancing

If you would like to register for these events, please get in touch with your RSD.

Do you have any questions?

Contact Broker Services for answers.