Launch Your Career as a Mortgage,
Finance & Protection Professional


Welcome to the Brokerplan Academy , established since 2004 we offer you the opportunity to train with us and build a long term career as a qualified Finance Sector Professional.

The Brokerplan Academy option covers regulated residential mortgages, personal protection and general insurances and can be can be taken up on a stand alone basis or combined with any of our Commercial Finance opportunities to provide the ‘complete’ financial brokerage solution of Residential + Commercial.

As a Brokerplan Academy graduate accepted on to the programme we will take you through all the necessary academic training required to become qualified plus a high degree of practical support and business mentoring throughout the process. We envisage that the initial training and qualification phase will normally take around 6 to 8 weeks to complete and upon graduation we guarantee you a position working as a Professional Mortgage and Protection Adviser as part of our team under our ‘Acumen Mortgages and Protection ‘brand with your own allocated business territory. You will be fee earning following graduation with a further period of close supervision and business support until full Competent Adviser Status is achieved

The Brokerplan Academy package includes 3 weeks of classroom academic and business training in addition to marketing support, business administration, case management and Financial Conduct Authority Compliance. We offer a truly comprehensive package designed to ensure that you maximise your own potential to become qualified and commence fee earning business activities in the earliest possible time, this is not a ‘get rich quick’ scheme but a genuine long term career
opportunity where the rewards for success can be very significant. As with any business opportunity rewards are ultimately linked to personal effort and we envisage earnings of £30K – £50K in your first full year following graduation, £50K to £75K in year 2 and thereafter a significant 6 figure potential.

The initial Investment requirement will be customised for you against a number of business factors, with Brokerplan Academy you will build skills and qualifications for life and the sky really is the limit!

Once your initial application is accepted the Brokerplan Academy Package delivers for you the following core elements…

  • Academic Enrolment and Examination Fees Paid
  • Intensive classroom training – 2 x 5 day academic courses (held at a number of UK Locations)
  • Competent Adviser Training 3 days residential course held at the Brokerplan Head Office
  • Hands on Case Management / Business Mentor and Role Play Support
  • 2 day System Management Training
  • Ongoing Case audit, FCA Compliance and Professional Indemnity Cover
  • Guaranteed Mortgage and Protection Adviser Position with allocated Business Territory
  • We offer a first year Earnings Guarantee option
  • Ongoing Training events and Company Incentives

For a detailed discussion on how the Brokerplan Academy package can launch your career, please call our Business Support Team at local rate on 0845 519 3671 / 01757 600519 or email: