Brokerplan Academy

About Brokerplan Academy

Brokerplan Academy is business franchise 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. There are no annual renewal fees. FCA registration is included and deal management support is provided to ensure ongoing compliance.

Established in 2004, Brokerplan’s experienced team brings decades of collective experience from across the sector, offering support and various broker packages with an option for everyone from novice to expert.

You can join the Brokerplan Academy as a Commercial Finance Broker or Residential Mortgage & Protection Adviser. If you would like to do it all, then you can join as one of its Superbrokers and offer all these products to your clients! Once trained and operating on a full-time basis, you can 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.

How does the Brokerplan Academy business model work?

As a Brokerplan partner, you will be trained to offer a range of financial products to businesses, individuals or both depending on the Academy option you choose.

You will have access to its extensive lender panels which will allow you to offer core products including the following on the Commercial side:

● Bridging Finance
● Property Development
● Buy to Let
● Commercial Mortgages
● Asset Finance
● Cashflow
● And more

And the following on the Residential side:
● Residential Mortgages
● Buy to Let
● Life Insurance, Critical Illness, Income Protection
● Buildings & Contents/Landlords Insurance
● Private Medical Insurance
● And more

Brokerplan Academy has Principal Status with the FCA, meaning it has the authority to supervise other firms wishing to operate in the sector. This will ensure you have the authorisation to give advice and will ensure you comply with the regulations set out by the FCA.

How much does it cost to join?

You can join the Brokerplan Academy with an initial investment of £13,995 (with investment options ranging up to £49,995), with the potential to generate six-figure earnings within your first year.

What are the requirements?

Brokerplan is looking for driven and enthusiastic individuals who want to build their own sustainable business in financial services. It welcomes applicants from any business background, without the need for prior experience or qualifications in the finance sector.

Brokerplan options can also provide an additional income stream to existing businesses. Many successful partners have added Brokerplan to businesses such as accountancy firms, estate agencies, business consultants and more.

All individuals who join the Academy are required to undergo its Fit & Proper process, and you must pass this process in order to proceed.

What locations or territories is Brokerplan looking to operate in?

There are opportunities throughout the UK.

Why is Brokerplan a good investment?

● 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 including logo, website, business cards etc
● FCA Authorisations & ongoing compliance support

Did you know?

Brokerplan Academy has an expected revenue of 80,000 after 2 years!

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What are the potential earnings of a Brokerplan franchise?

Brokerplan Academy fast-tracks your entry into the lucrative financial services industry. Once trained and if operating on a full-time basis, you can 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 can provide an interactive revenue projector which allows you to forecast potential earnings based on your own aspirations, work ethic and product selections.

Earnings Disclaimer: Results will vary and are dependent on individual effort, activity levels and effectiveness. For this reason, the Brokerplan Academy can not offer any guarantee of future earnings.

What support and training do Brokerplan franchisees receive?

● All partners will be enrolled on the LIBF accredited training programme
● Access to online training systems
● 2 day Business Launch Training Event
● Full Business Set Up – logo design, website, business cards
● 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

Where and when is Brokerplan training held?

All Brokerplan Academy options include an element of online training which you will complete prior to attending training at our head offices in Selby, North Yorkshire. The training takes place over 2-3 days depending on the option that you choose.

All delegate costs are included in the initial fee, including accommodation costs. Training at the office takes place every two months. For the next scheduled training course dates, please fill out an enquiry form.

What are the franchise terms of agreement and renewal?

The agreement will remain in place for a minimum for 3 years, after which the contract will roll on a monthly basis. No additional investment will be required beyond your initial outlay unless you wish to upgrade to a higher package.

How in demand are finance and brokerage services right now?

There is a rise in demand for broker support when dealing with both commercial finance and residential mortgages.

Commercial Demand:
● Reduced lending from the high street and therefore broker guidance is required
● Growth in ‘Challenger banks’ – most of which will only do business via a broker
● A captive target market for finance - 5 Million SMEs & Property Projects/Professionals

Residential Demand
● Increased uncertainty requiring broker guidance
● Frequent product changes requiring broker experience and quick action

The hope that interest rates may fall could mean an increase in the popularity of tracker rate, discounted rate and similar products. Required education around these products is an opportunity for brokers.

How can I get started in setting up my own business?

You can obtain a free copy of the Brokerplan Academy prospectus by contacting the company or clicking the ‘Request free information’ button on this page.

Get in touch today to find out when upcoming Discovery Days are due to take place. The sessions allow you to visit the Brokerplan head offices and learn more about the opportunities available.