The Brokerplan Academy is an award-winning opportunity for ambitious individuals looking to build their own finance brokerage with a six-figure earning potential. Brokerplan training is accredited by the London Institute of Banking and Finance (LIBF) and will give you the knowledge and tools you need to launch your business and offer a range of financial products and services.
ABOUT
Established in 2004, the business has been operating as a brokerage for nearly 20 years. We have been training and supporting new brokers in the market for over a decade, sharing our years of collective experience with you. You will always have an expert in your corner.
With our support and packages, there are options for individuals with experience and individuals who do not have a background in financial services.
BENEFITS OF JOINING
Earning Potential
Six-figure earning potential from multiple income streams
Brokerplan Academy fast-tracks your entry into the lucrative financial services industry.
Once trained and if operating on a full-time basis, we would anticipate a first-year income projection of between £25K and £65K, with the potential to develop six figure income annually from years 2-5 and beyond.
Brokerplan options can also provide an additional income stream to existing businesses. We have many successful partners who have added Brokerplan to businesses such as accountancy firms, estate agencies, business consultants and more.
Training & Business Set Up
- All partners will be enrolled on our LIBF (London Institute of Banking & Finance) accredited training programme
- Access to online training systems
- 2 day Business Launch Training Event
- Full Business Set Up – logo design, website, business cards etc
- FCA Authorisation – relevant permissions and ongoing compliance
- Ongoing business & deal structuring support from your dedicated case team
- Ongoing training modules to increase knowledge and stay up to date
WHY SHOULD SOMEONE CHOOSE YOUR FRANCHISE?
- High demand for financial products and services
- Access huge lender panel via inhouse sourcing system
- Uncapped earnings potential
- Increased demand for broker support
- Fully supported learning & education
- Access to an experienced broker support team
- Full business set-up
WHAT IS YOUR FRANCHISE BUSINESS KNOWN FOR?
Brokerplan Academy is known for supporting individuals to launch their own business in financial services. Brokerplan Academy has vast experience in setting people up as commercial finance brokers. We arrange your FCA authorisation application and give you access to our whole of market lender panels. Joining the Academy helps to minimise barriers to entry into the financial services sector by offering the following:
- Regulatory authorisations
- Lender/Provider relationships
- Solution sourcing (systems)
- Deal structuring
- Advice process & administration
- Deal processing
- Branding & online presence
- Continuous professional development (CPD)
- Business launch & ongoing training
- Business development and network support
FRANCHISEE REQUIREMENTS
We are looking for driven and enthusiastic individuals, who want to build their own sustainable business in financial services. We welcome applicants from any business background, without the need for prior experience or qualifications in the finance sector.
We require all individuals who join the Academy to undergo our Fit & Proper, you must pass this process in order to proceed with us.
Complete the enquiry form and a member of our team will be in touch.
New Brokerplan Academy Website Launches!
The launch reflects the expansion of our partner packages, which were developed and launched late last year in response to growing demand for these services. We are now able to offer packages covering an even wider range of financial services including:
- Commercial Mortgages
- Cashflow Solutions and Business Loans
- Asset & Invoice Finance
- Residential and Buy-to-Let Mortgages
- Insurances and Protection Services
- Wills, Trusts and Estate Planning
- NEW Autolease – Car and Van Leasing
- NEW R&D Tax Reclaims
- NEW Superbroker Packages
After a successful roll out of the new packages to our existing network we are now promoting these to new partners and franchisees – Please submit an enquiry or contact form to receive further information from our business development team.
All packages come with comprehensive training courses, which are consistently well commended by our partners:
“The Brokerplan training has been such a fantastic and pleasant experience from start to finish, I really enjoyed it.
The trainers conducted the 3-day course in a professional and easy to understand way from start to finish, providing us with the most valuable information and tools to get started in the commercial broking business with some brilliant tips thrown in.
A massive thank you to everyone at Brokerplan for such valuable training and for just looking after us all the way through. The support has been amazing, and everything was delivered in a very warm and friendly manner.”
Özgen H
“The Brokerplan introductory training is an excellent way of getting a comprehensive overview of the commercial finance consultant role and products available to utilise.
Although the range of content within training can be a lot to absorb, it also is constructive so that when you leave you have got a good step forward to starting the journey more confidently.
It is also a great way of meeting the key individuals within the Brokerplan team, who are all very supportive and keen to show that everyone will work together to achieve success.”
Richard S
Awesome Finance Training and Ongoing Support Network Fantastic couple of days spent at Broker Plan Academy training. I left feeling confident and prepared for my journey in the financial market. The training with Andy Boycott and team is very interactive and quite elaborate, not just in giving you a roadmap for your deals but also making you look at all aspects that are necessary to ensure that you have expert support on your path to grow your business. All in all very pleasant and extremely knowledgeable people. Well done team!
Best broker network bar none! Having previous experience of a broker network I can positively say that Brokerplan is by far the best broker network. The course was engaging, informative, and extremely helpful. The cohort was made up of people from varying backgrounds and timelines in their commercial brokerages. For those that are considering starting their own finance brokerage with no previous business experience – this is the course for you. After a two day course you will leave here with a business plan, a marketing plan, a panel of lenders, system and processes, a head filled with positive thoughts, and a burning desire to help your customers achieve their financial goals. I can’t praise them enough for the time and effort they have put into the course. Thanks for the experience.
I joined the Brokerplan Network in January of 2017. Before joining the network I was in an employed role as an asset finance broker. Brokerplan provides a first class back up support system when joining them. The support is superb but ultimately it is up to your own quality and belief
Brokerplan were instrumental in assisting me to establish my brokerage. Becoming part of the network meant that I was able to operate compliantly in a very short space of time and have immediate access to a large pool of lenders. The broad lending pool available as part of the network ensures I can find the best deal for my clients from traditional banks to fin-techs and alternative lenders. {…} Joining the network was a great decision for me and since joining two years ago I have seen the network go from strength to strength by introducing new technologies and investing in staff to make the job of brokering commercial finance as efficient as possible. I would also add that in my experience they are thoroughly nice people to work with and emphasise the importance of good relationships with network members. The culture is one of positivity and integrity.
I joined in March 2018 after sabbatical from a successful career in estate agency and mortgage advice. Given my background and business set up the majority of business I do is property related (bridging, development& buy to let) as I have a good client bank and existing relationships to generate leads on.
With no prior finance experience, Brokerplan not only allowed me to position myself at a level I was comfortable with, but it also comes with a whole back-office of professional support and ongoing training which has been the key reason for my development and building up of my business so far.