'Brokerplan' - Business Partner and Associate Training

Professional Associate Training from White Rose Finance

As part of our ongoing commitment and support to all our Business Partners and Associates we run regular Product and Business Development Training Courses.

These are held over 2 full and very intensive days and are designed to educate and empower the Business Partner and Associate to identify, qualify and generate significant new opportunities in the Business, Commercial and Property Finance environment.The Training Workshops are held regularly at good quality hotel and conference venues and training is delivered by members of our own team alongside some of the UK's leading Finance Specialists from our Lender Partner community.In addition to the classroom training we provide 'field' training and support to Brokerplan Business Partners.

" Considering the calibre of presenters, quality of the course material and level of detail covered we believe our Partner and Associate Training is unique within the current UK financial services market. For anyone serious about developing business in the Commercial Finance environment this opportunity is not to missed "


What Is Covered ?

The Brokerplan Training Workshop will provide you with a thorough knowledge and working understanding of the Broad range of Commercial, Business and Property Finance products available in the UK market. You will learn about current underwriting criteria and gain a detailed understanding of core lending principles in the 'New Financial World' which now exists within the UK Financial Services Industry.

The course syllabus will also cover Key Business Generation techniques including Consultancy Skills , Customer Relationship Management, Business Planning , Time Management and Lead Generation and Marketing. All Business Partners will leave the Training with a comprehensive ' First 90 Day ' Business Development Plan fully workable from day 1.


What Previous Business Partner Delegates Say ...

"The training programme was excellent and the business reference manual very comprehensive, for your feedback I would give it 100% in terms of content information. The quality with which each presenter effectively communicated their proposition clearly was excellent and was also very motivational too. The venue for the training was very high quality, along with the hospitality, which was much appreciated. I now feel excited, entirely motivated and empowered to embark on this new Business Partnership with White Rose Group "

Allan Mannion - Brokerplan Business Partner, Three Pillars Business Finance.


What Are The Benefits To You?

Working as a fully trained Partner or Associate with White Rose Group we give you a fast track entry and business support to quickly get active and productive in the world of commercial finance. An environment where the typical average Fee income earned is circa £2K to £15K per Commercial case and can be significantly more on the larger cases and where your agreed commission share is quickly paid to you on completion of the case. As a fully trained Business Partner / Associate you will have access to the broadest range of Commercial, Business and Property Finance Opportunities offering you significant earnings potential and a future career delivering in-demand services to the SME Busines community.

You will enjoy comprehensive day to day business support and advice from a nominated BDM ( Business Development Manager ) and all client cases are managed to completion by our centralised team of experienced Business Finance Consultants. Our Consultant team will fully prepare the case for underwriting approval within our community of over 200 Lending Partners who are all actively pursuing new business in the UK Market.

We pay market leading commissions on succesfully closed business and for an idea of the types of opportunities available and potential commission earnings please see our Case Studies. web page.


Business Partner / Associate Training Syllabus :

Day 1: Core Commercial , Business and Property Financial Solutions

Day 2: Business Development / Marketing / Lead Generation / Business Planning

Brokerplan Business Partner - Field Training

In addition to the Classroom training we provide Brokerplan Business Partners with 'field training ' and on the job support , usually within 2-3 weeks of completion of the initial training workshop.


Training - Locations and Dates

We run Partner and Associate Training Courses generally every 6 weeks , numbers are strictly limited to ensure a very high quality learning experience for our Business Partners. If you would like to reserve your attendance or to confirm the upcoming dates please get in touch with our office or complete the Partner Enquiry Form.


For more detailed information on the Partnership Programmes offered please click here.

Training Course Accommodation

Accommodation for the Training Workshop is included on a B+B basis within the Partner set up fee, we use good quality 3* accommodation.

Next Move ?

If you think a Business Partnership or Associate Consultant status would be a good fit with your current business activities or future objectives then please do not hesitate to get in touch. We offer no obligation 'discovery sessions' at our York head office at which time we would discuss the Business Model and Revenue Projections in more detail.

Please contact us in the following ways :

Call our office on 0333 405 1954

E-Mail enquiries@whiterosefinance.com, or submit an on-line enquiry.

We look forward to welcoming you to our team and working together.

Geoff Wilson - Managing Partner

White Rose Finance Group / Brokerplan

Partner Programme Request Information Pack

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Call us today

Telephone White Rose Finance on 0845 838 8971.


Apply now. Click here to register your interest in the Associate Financial Consultant Programme.