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.

Why join a dual-authorised network?

August 27, 2021

Generally, networks will provide you with the necessary authorisation to broker commercial or residential mortgages, Brokerplan Academy will allow you to do both – Under one brand!

(Or if you decide you’d rather not go through the required exams to offer regulated advice, the team at Brokerplan Academy will handle these cases for you – paying out a referral fee!)

This means that you can take on a wider variety of deals, generate more income from fewer clients, and provide further support to your clients. It creates the opportunity to become a one-stop shop for your clients, meaning you can control their entire client journey ensuring they have a positive experience and the right solution for them is found.

We can see this with a recent deal from one of our network partners, when a short-term ‘bridging’ loan turns out to be regulated.

£675k Bridging Loan Success

In this deal, the client currently has 2 semi-detached cottages with land valued at c.£450-£475k each – Because the client currently lives in one property, the deal will be classified as regulated. Any advisor who doesn’t have the necessary qualifications and permissions will have to outsource to a residential broker. However, our broker submitted this deal to our head offices where we have advisors on hand who can help.

After submitting the case to Glenhawk and completing all of the necessary documentation, an offer was issued to the client which was gladly accepted. The loan was used to clear existing charges with an ex-partner and mortgage provider, and allow the owner to split the land titles and to get planning on the new title for a residential property.

The total case income generated from this £675k bridging facility was £15,485.58

Want to Find Out More?

To find out how you can join the Brokerplan Academy and work on rewarding client deals, please fill out a contact form and we will be in touch!

Brokerplan Academy Success Stories

Brokerplan Academy Testimonials

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!

Helder Dias,

Brokerplan Academy

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.

Robert Partridge,

Brokerplan Academy

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

Rob Griffin - Aspired Finance,

Brokerplan Academy

I joined Brokerplan in November of 2019, after working as an account manager at asset finance brokerages. The best achievement I have had since joining would be the full FCA approval to enable us to be a fully authorised and regulated firm.

Jamie Stokes - Astmoor Finance,

Brokerplan Academy

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.

Michael D,

Brokerplan Academy

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.

Mark Everard,

Brokerplan Academy

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.

Özgen Halil - Acumen Finance,

Brokerplan Academy