New Video – Franchise Direct
New Video – Franchise Direct John Kent sat down with Franchise Direct at the The International Franchise Show last week, to discuss Brokerplan Academy. You can watch the 2 minute long video below…
Why Join a Network?
Why Join a Network – FIBA Magazine Brokerplan Academy has been featured in the March edition of FIBA’s Advantage Online! Managing Director John Kent discusses the Brokerplan programme, and why joining a network is beneficial to independent brokers… Read Full Article
The Brokerplan Academy – FIBA Magazine
The Brokerplan Academy – FIBA Magazine White Rose Finance & Brokerplan Academy have been featured in the February edition of FIBA UK’s Advantage Online! Managing Director John Kent discusses the Brokerplan programme, how it has developed and grown in recent years, and our accreditation with The London Institute of Banking & Finance. Read Full Article
February Launch Training
February Launch Training Brokerplan Academy held our business launch training at our head offices in Selby this week. Nine new trainees attended, as well as three current network members returning for refresher training. Brokerplan’s training programme was recently accredited by the London Insitute of Banking and Finance (LIBF) – You can read more about that here.
Commercial Education Programme – B&C Magazine
Commercial Education Programme – B&C Magazine White Rose Finance are featured in this month’s Bridging & Commercial Magazine! Managing Director John Kent discusses our recently secured The London Institute of Banking & Finance (LIBF) accreditation on our Brokerplan Academy training programme! Read Full Article
The New AR Regime – NACFB Magazine
The New AR Regime Brokerplan Academy / White Rose Finance’s MD John Kent appeared in this month’s edition of the NACFB’s Commercial Broker magazine. The article covered the Financial Conduct Authority’s new AR regime and its impacts on brokers. Read Full Article
Brokerplan Receives Official LIBF Accreditation
Brokerplan Receives Official LIBF Accreditation The Brokerplan Academy has been recognized by The London Institute of Banking & Finance by being LIBF accreditation. The Brokerplan programme was established in 2014 to provide a back-office support structure for network partners to operate as commercial finance brokers as appointed representatives (ARs) of the White Rose Finance Group network. The LIBF accreditation relates to the Brokerplan Academy training programme and recognises its significance in raising standards in the finance sector as well as the shared values of both the Academy and the Institute. John Kent, BP Academy MD said, “Brokerplan was initially created to provide the tools of the trade including FCA authorization, access to lenders and packaging support. However, it became obvious that the better the education and support provided, the more successful our ARs have been. In 2020 we launched the Brokerplan Academy incorporating our learning and development programme. The accreditation is the result of our growing partnership with the LIBF. I had been working with John Somerville, at LIBF, on a separate project and we realised our values and intended outcomes were aligned.” “Professional finance brokers want to ensure their clients receive the best advice and funding solutions available from across the market,” said John Somerville, Head of Financial Services at LIBF. “All our accredited programmes are geared towards raising professional standards and treating customers fairly. The Brokerplan Academy programme has been created with that outcome in mind, it’s delivered and assessed professionally and employs sound policies and procedures. We are delighted to be able to endorse this exceptional learning and development plan.” The programme is a blended experience designed to help both existing brokers and those new to the sector to establish and build their brokerage. The course includes elements of both online and classroom training from the White Rose offices in North Yorkshire. All aspects of commercial finance are covered including compliance and regulation, property finance and working capital product knowledge as well as sales and marketing, relationship building, social media, professional introducer relationships and business development. Ongoing support is provided on a bespoke basis and includes quarterly reviews, regular lender and group webinars, refresher training and personal support as required. For more information on the Brokerplan Academy please call 0333 405 6666 or email John Kent at john@brokerplan.co.uk 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
December Launch Training
December Launch Training Brokerplan Academy held our business launch training at our head offices in Selby this week. Eight new trainees attended, some brand new brokers and some professionals expanding their brokerage. Pictured are the trainees with Training Manager Andy Boycott who heads up the course. See some TrustPilot reviews below from the attendees. 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 Having attended the broker plan course… Having attended the broker plan course to become a commercial partner, i found the course very beneficial and believe the information and knowledge gained whilst on course will be very beneficial going forward. K Carlile I can highly recomend them! They have made setting up business for me as easy as possible. I could recomend them without any hesitation anyone needing this kind of service. Daniel Szulgan Very helpful and professional Azhar Khan Trustpilot
Welcome to the Team Nicola & Kevin
Welcome to the Team Nicola & Kevin Nicola Lamming Business Development Manager I have recently joined Brokerplan/White Rose Finance Group Ltd as Business Development Manager to build and maintain relationships for our Academy offering. This is bringing Brokers into our Network to write Commercial and regulated deals through our panel of lenders with the help and support of our in house Relationship Managers. Previously I worked in Recruitment, Recruiting staff across all Industry Sectors and White Rose was one of my clients. When looking for a new role I felt White Rose had the values, transparency and ethics I was looking for in an Employer, so it was no brainer for me joining the team. Kevin Morris Compliance Officer Drawing on 40 years plus financial services experience from roles within Banking, Building Societies, Financial Services Product Providers, International Training Bodies, Consultancy and not least as an IFA Principal, enables me to embrace the regulatory challenges laid down by the FCA from a well-rounded perspective. I am excited to be joining Brokerplan / White Rose Finance Group Ltd and in particular, help to embed the New Appointed Representative and Consumer Duty Regimes into our business.
Leicester Discovery Day
Leicester Discovery Day Brokerplan Academy held a discovery day in Leicester earlier this week at the Cambridge & Counties Bank offices. We usually hold discovery days at our head offices in Selby, North Yorkshire – But occasionally we are hosted by one of our lenders across the UK. The events are a great way to see the team in action and learn more about the Academy, our systems, training and support. You can register for any of our virtual webinars and in-person events by visiting our Upcoming Events page.
