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Brokerplan Accountant Plus

Specifically created for Accountants, Tax Professionals and Book-keeperC who wish to enhance the service offered to clients and increase revenue via a comprehensive range of Commercial Finance solutions available across the UK.

You’ll earn 65% commission on the Total Case Income and this is uncapped.

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How the model works

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You spot a commercial
finance opportunity

You qualify the client and
complete the fact find

Email the form over to your
team here at Brokerplan

We do all the Case Placement work, identify the best lender for the client and
send you the lending terms

You discuss the package with your
client, receive the instruction and the Brokerplan Team will fully package

You earn 65% of the Total Case income
on all completed cases including Fees and Lender Commission

Examples of Financial Services

  • Commercial and business mortgages
  • Property development finance
  • Equipment and machinery lease financing
  • Factoring and invoice discounting
  • Trading business acquisition
  • Working capital and general business loans

Keen to know more?

The required investment for the Brokerplan Network Accountant Plus Package is a one-off fee of £15,395 which covers the comprehensive package of training, business launch, marketing and ongoing business development support, including all aspects of FCA registration and appointed representative status. Based on average case income we envisage a full ROI on the first 2 to 4 business cases successfully closed.

What's Included?

  • Full compliance and regulatory cover
  • Full independent branding in-line with your current business branding
  • Comprehensive launch package including website, collateral, business cards etc.
  • Additional delegate support
  • Full case management and complete back office support
  • Business development support e.g. customised e-newsletters and seminar days
  • Product training days
  • Unrivalled business lender portal
  • Partner support portal

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