FranchisorAdvertiseContact UsSign UpLogin

Brokerplan Academy

Business Opportunities

Established in 2004, we have been training and supporting new brokers in the market for over a decade. Our experienced team brings decades of collective experience from across the sector, meaning you always have an expert in your corner.

About Us

The Brokerplan Academy provides multiple opportunities to launch and establish a business. Having already helped over 200 entrepreneurs expand into financial services, we are continuously adding to the business tools available to make it as easy as possible for you to do the same. Although the Academy’s propositions are mainly related to financial services, there are differences in the routes to market, regulatory implications, lead generation and qualifications and authorisations. Whichever option you select, you will be provided with the essential foundations via training, access to systems, and the support needed to quickly establish your business and generate revenue.

Launching a business within financial services involves multiple hurdles, which the Brokerplan Academy can assist in overcoming, and depending on the product selected, may include the following:

  • Regulatory (inc. FCA) 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

The Academy has everything in place to smooth the launch process and allow partners to start trading within a matter of weeks. In addition, the Academy has developed a roadmap for each of the network options to provide direction and highlight milestones and targets to aim for and achieve during the challenging first 12 months of trading.

Marketing & Lead Generation

We will train you to build relationships with prospective clients, collaborative partnerships and professional introducers to develop and build a pipeline of repeat and referral business opportunities.

With over 200 existing network partners from which to draw original ideas, tried and tested methods, and best practices, you will be able to build your own business by learning from the past successes of others.

Training, Guidance & Support

Partners will be provided with training, including a business launch programme, ongoing regular webinars, live Q&A sessions, access to tools to ensure continuous professional development (CPD), and technical training from lenders, and service providers (including systems training).

In addition to formal training, guidance and support are provided as required. This will include templated documents such as business plans, mentoring and deal shadowing, the pathway to success, role plays, social media guidance and support, general business development support, sales training, and compliance.

Business tools include an access CRM system, marketing collateral, a proprietary sourcing system, an online modular training programme, a company intranet, and an electronic operations manual.

Franchisee Requirements

We welcome applicants from any business background, without the need for prior experience or qualifications in the finance sector. Brokerplan is ideal for enthusiastic and driven individuals who want to build their own sustainable businesses.

You will be required to satisfy our fit and proper onboarding process and be able to operate professionally and with integrity in a regulated market.

News

Case Studies

Testimonials

  • Shafin K

    I would like to send a big thank you to you and your team for the wonderful training and warm entertaining and hospitality arrangement for us. I really enjoyed it. I am proud to be a team member of Brokerplan. I know that the guidance of your team will support me to generate the key success of the business.

  • John B

    With regard to the course and its content, I must thank both you (John) and Geoff together with the rest of the lecturers for a really excellent two days, you are all an incredibly enthusiastic and knowledgeable team and this came across to me very plainly. I shall be more than pleased to work with you all knowing your expertise is of the highest order and that my clients will be given the best possible treatment and advice as will I and I shall have no need to worry if and when you need to talk and deal directly with them. One thing I would like to add is that I am really impressed that the phones are answered so quickly and professionally, I feel this is an indication of a professional company. It is very reassuring to know.

  • Tony F

    I would like to take this opportunity to thank all of the Brokerplan team for a very informative and professional couple of days training. It was a lot of fun and extremely enjoyable. Even though I have some experience in the sector I have learned so much. It was fantastic and it proved to me what a fantastic opportunity this is.

  • Ajmer B

    An energising 2 day training to get Business Partners up to speed on the Commercial Finance opportunity, marketing techniques, sales approach and product knowledge. It was a pleasure to meet all the back-office team and the Product Champions within Brokerplan. We look forward to working with you all and growing together. Thank you for your hospitality!

  • Monty S

    Brokerplan provided excellent training, coming from a non-financial background, I was anxious. The experienced team at Brokerplan made the training an informative and helpful process. I have come away with vast knowledge and confidence, with peace of mind having the Brokerplan team in support. Thank you. Highly recommended.

  • Richard S

    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. I certainly felt that I learnt a lot from the 2.5 days and was ready to progress with my business partner setup.

  • Özgen H

    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.

  • Chris H

    A really useful and informative couple of days. I am fortunate to have a background in commercial finance with a high street bank, but the training opened my eyes to the wealth of alternative lenders in the market and their flexibility in providing funding. The sessions on regulatory requirements, marketing, fee income and internal Brokerplan systems were invaluable. It was also useful to meet and hear from a number of the experienced individuals at Brokerplan, as well as the opportunity to bounce ideas around the room of new recruits.

  • Kirren B

    Many thanks for the very informative and in-depth sessions on product areas delivered by the specialists from the broker plan team. I gained a good insight through looking into the case studies to give a real feel for the types of deals being worked on within the market today.

  • Mark & Joy D

    Thank you and the team for a very informative and professional introduction to Brokerplan. We thoroughly enjoyed the two days and left feeling enthused and motivated to begin our new business. It was good to meet everyone we will speak to in our dealings with the business and it has given us confidence to know we are not alone on this vertical learning path.

Get Your Free Information!

To hear back from Brokerplan Academy with more information regarding their Franchise opportunity and speak to them directly with any questions you may have, please click the ‘Add to Request List’ button below.

Complete your Request List

Search

Start your search today to find your next opportunity.

Popular Searches

If you are not sure where to begin on your search for the ideal franchise opportunity, try one of these popular searches.

In order for the franchisor to get in touch with you after you have found a franchise for sale that interests you, simply click on the “Add to Request List” button, click “Complete Request” and let us do the rest!