Partner Support
Start Your Future In Finance
Package Features:
- Relevant authorisation provided – Appointed Representative
- Unrestricted business territory
- Up to 85% commission
- Access to Lender Hub our in house sourcing software
- Access to an extensive UK lender panel
- Access to the Partner Portal
Business Set-up & Training
- Full business launch training - Online and In-person
- Training materials and business operations manual
- Comprehensive business launch package including logo design, business cards, digital brochures and website
- Training for additional delegates can be arranged
Day-to-Day Support
- Business development support
- Case qualification and submission support
- Regulatory and compliance support – FCA reporting and ongoing guidance and advice
- Access to regular CPD webinars & forums
Market Opportunity
Over 5 million Small to Medium Enterprise (SME) businesses operating in the UK
Reluctance from high street banks to fund
Access to over 200 UK-based lenders to help fund
Core Product Range
What products can you offer to your clients?
Property Products
- Commercial Property Loans – Investment or Owner Occupiers
- Trading Business Acquisition – Commercial / Industrial / Lifestyle
- Buy to Let Portfolio Investment – Acquisition / Refinance / Restructure
- Property Development – New Build / Refurbs / Conversions
- Bridging Finance
Working Capital Products
- Asset Finance – Plant, Machinery, Commercial Vehicles, Print etc
- Cashflow – Including Factoring, Invoice Finance,
- Trade Finance & Spot Factoring
- General (Secured) Business Loans
- Peer to Peer/Syndicated Lending
Referral Products
- Residential Mortgage Referrals
- Pension Led Funding (Self-Funding via SSAS Pension)
- PDQ Cash Advance
- Business & Personal Insurance
- Capital Allowance Claims
- International Property Mortgages
Training Journey
The Brokerplan launch training is accredited by the London Institute of Banking and Finance (LIBF).
E-Learning
13 hours of e-learning materials, completed prior to classroom training.
Classroom Training
Bi-monthly training courses - See Upcoming Events for details. A 3-day training course located at our Selby (North Yorkshire) head offices.
12 Month Pathway
We support you closely for your first year, with quarterly review meetings and business development support.
