Why Partner with the Brokerplan Academy?

In the last ten years the UK financial environment has changed radically, however through this period of transformation and turbulence, Brokerplan has continued to thrive and develop an extensive base of strategic lender partnerships. Established in 2004 with significant industry experience, we now have an impressive directory of over 300 UK-based Lending Partners. We are proud to offer a wide range of financial services and products, covering all areas of commercial and personal finance. Find out more about our products and services.

Why Partner with the Brokerplan Academy?

Since the 2008 banking crisis, the UK financial environment has changed radically, high street banks are no longer the go-to lender in all circumstances. Business owners and property professionals have found the banks to be less approachable and more inflexible, and as a result the alternative lending market has thrived. 

The challenge is often to find a bank or lender who will support a business with acceptable terms. Lenders often give the impression they want new business, but in reality, only if the client matches their risk profile and lending appetite.

Due to the increased options available, selecting a lender to support a business or a specific project is not straightforward. Lenders are obliged to be biased, as they are limited to their own products.

The answer for the client is to approach a professional broker who can establish the needs of the borrower, who knows the market, has the necessary lending relationships and can match the requirements of both parties whilst abiding by the FCA policy of Treating Customers Fairly [TCF].

The Brokerplan Academy has become the home of choice for many professional brokers operating in the financial intermediary space. Whilst the lending landscape has changed, Brokerplan networks have thrived on the professional standards established since the business was founded in 2004. The Brokerplan Academy has also proved to be a successful vehicle for new entrants who wish to fast-track and flourish as professional brokers.

FCA Principal Status

Since being awarded FCA principal status in 2014, and as one of the few brokerages to add direct authorisation to regulated lending in 2018, the business has been able to build multiple professional networks of partners while providing the necessary compliance and regulatory support enabling brokers to concentrate on building client relationships and generating revenue.

FCA Authorisation & Qualifications

As FCA principals, we will assist you in achieving the relevant level of authorisation to operate legitimately.

The Brokerplan Wheel of Fortune

Although commercial finance remains the cornerstone of the business, our networks have naturally generated business leads in associated products such as buy to let and residential mortgages, protection and insurance products. Wills, trusts and estate planning are natural spin-offs followed by research and development (R&D) tax relief, capital allowances, vehicle and car leasing finance and international mortgages (via a third party). All the products are connected through financial services, the challenge to the client is how to find the lowest cost/most appropriate solution for them.

The Superbroker

For professionals keen to maximise hard-won client relationships by generating multiple income opportunities from a portfolio of associated products the Brokerplan Academy can facilitate a genuine one-stop-shop for financial services.. the Superbroker.

Broker with smartphone

Direct to Lender & CRM

Case tracking and access to progress is essential for the professional broker particularly for those with a significant pipeline. Partners wanting to take more control of their own cases (and benefit from enhanced commissions) may wish to follow our Direct To Lender initiative to reduce admin steps and increase efficiency. For such cases access to our Hubspot CRM system is provided along with the training necessary to maximise the benefit.

Brokerplan Lender Hub​

[Proprietary Sourcing System]​

The Brokerplan Lender Hub is a unique live sourcing system, developed and maintained in-house to give network partners a competitive edge over other brokers by being able to review a case and provide indicative terms via a laptop or mobile phone in real-time rather than a best guess from ‘the top of their head.’

Achieve Your True Potential – Limitless Earnings

There is no limit to how much you can earn by joining the Brokerplan Academy. Network partners regularly exceed six figure annual income and, in many cases, six figures on a single deal. You are able to build a team around you, or even a network of introducers to work on your behalf. We can help you become directly authorised enabling you to retain 100% of the fee income generated.

Two young elegant brokers in smart casualwear discussing work at coffee break

Training, Qualifications & Business Development Support

Training and support is the heartbeat of the Brokerplan Academy. The nature of the regulatory environment associated with each product will impact on the level of Training required. Where Qualifications are required, you will be guided and/or have the necessary arrangements made on your behalf. Business Development Support is provided by the relevant team members both formally and on an ad hoc basis as required.

Achieve Work-Life Balance

Develop the opportunity around your lifestyle. If you wish to work part-time or to spend six months of the year running the business from a beach towel, it is possible. Alternatively, if you are high octane and want to work an 80 hour week, we have the capacity to train you, enable you and support you in your journey.

No Experience Necessary

You can join any of our networks without having direct experience within financial services or associated sectors. Essential business launch, technical and ongoing training is provided to ensure you have the basic information and tools to start your business. A background that includes any of the following: lead generation, sales, marketing, business development, relationship building, entrepreneurial skills would be helpful as the key to success is the ability to build, manage and convert sales from a business pipeline.

Change Your Career

We have minimised the barriers to entry for all options when compared to setting up on your own. The relevant authorisations, access to product providers, back-office support and expertise is available as required to ensure you have as smooth and swift a transition as possible from your current role to your new career.

No Onerous Annual Renewal Charges

Your continued access to the business and all the supporting functions are covered by a modest monthly business support fee. The fee may include membership of associations or monthly licence fees and will vary depending on the selected package. The initial engagement fee is a one-off and there is no annual renewal charge.

Handshake of two intercultural business partners

Start Trading in Weeks

For most Brokerplan Academy packages it is possible to begin trading in a matter of weeks. Although we would always advise writing a business plan, cashflow forecast and a assuming period without income (variable depending on the product and your approach), it is possible to generate revenue within a matter of weeks.

Benefits of working with Brokerplan

- The benefits of working with us have grown significantly over the years. We are passionate about our work ensuring we help you to succeed.

  • We have the highest levels of commission available compared to similar broker solutions. Take a look at our packages for more information about what is available.
  • We have a team of experienced and persistent underwriters, who have market leading completion rates.
  • We provide full back office support, allowing you more time to meet new clients and generate leads.
  • We have a dedicated support team that strive to help you develop and learn in your role, with regular CPD seminars.
  • No financial services experience necessary.
  • A great opportunity for a change in career.
  • Work this opportunity around your lifestyle, it's utterly flexible so that you can operate full or part time to supplement other business income.
  • Start to generate income within weeks.
  • No annual renewal charges.

Come and meet us

Join us at one of our discovery meetings or webinars to find out more about Brokerplan and to meet our team. If you have any questions, or to book a discovery session, please contact the Business Development Team on 0333 405 6666 or email info@brokerplan.co.uk