Business Development Manager in Scotland

We have an exciting opportunity in the North West of England and Scotland for an experienced business development professional who enjoys building strong relationships and helping others succeed. In this varied and rewarding role, you’ll play a key part in supporting and growing Milecross’s presence across your region. You’ll work closely with the Regional Manager to help drive business performance, identify new opportunities for growth, and contribute to broader initiatives that support the business nationally.

A core part of your role will be welcoming new practices and advisers into Milecross. You’ll coach and support them as they get established, helping to shape clear, achievable business plans and providing ongoing guidance to keep things moving forward. You won’t be doing this alone—you’ll be part of a collaborative, experienced team who value shared success and practical support. This role offers the chance to make a real difference: influencing regional growth, sharing your expertise, and contributing to wider business development projects when needed. If you’re looking for a role where your experience is valued, your input matters, and you can see the impact of your work, this could be the ideal next step.

Your responsibilities will include:

• Work directly with advisers to help develop their performance, knowledge and skills.
• Line management responsibility for employed advisers.
• Support both organic growth and acquired businesses and client books.
• Provide practical support and guidance to the sales operations in the region and across the wider group as required, including incoming practice principals, key advisers, employed advisers and practice management.
• Develop and implement sales strategies to achieve revenue targets, expand the customer base, maximise our offering for clients and encourage business growth.
• Set performance expectations and provide regular feedback.
• Work as a supervisor to ensure that all financial services activities within the region comply with Openwork, Milecross and industry regulatory requirements.
• Along with the wider Milecross management team build and maintain strong relationships with key contacts and providers within the region.
• Act as a key point of contact for technical, product and sales process queries and stay updated on market trends, competition, and customer preferences to make informed decisions and adapt strategies accordingly.
• Identify and mitigate potential risks that may impact Milecross Financial Solutions.
• Be a proactive and key part of the Milecross team, setting positive forward agendas and strategies for success.
• Ensure you and the advisers in your region(s) fully observe all regulatory and compliance requirements at all times.

What will you need to succeed?

• Considerable and extensive experience in the financial services industry over many years, including a track record of successful senior roles across sales, business development and business strategy.
• Strong knowledge of financial products and services, including investments, mortgages, insurance, and wealth management.
• Proven track record in helping individuals and businesses build and deliver strong and successful business development strategies and plans.
• Deep understanding of financial advice commercial and remuneration models.
• Proven ability to lead, motivate, and manage a team of financial professionals.
• Excellent relationship and networking skills.
• Familiarity with financial regulations and a commitment to maintaining compliance within the region.
• Strong analytical and problem‑solving abilities to assess regional performance and make data‑driven decisions.
• Effective communication skills, both written and verbal, to interact with clients and internal teams.
• Ability to adapt to changing market conditions and adjust strategies accordingly.
• Willingness to travel within the region as needed.

Milecross Financial is one of the leading financial advice firms in the UK, providing investment, pensions, mortgage and protection advice across multiple locations in Northern Ireland, Scotland and England. We are embarking on further phases of exciting growth as a business and are looking to appoint a new Business Development Manager to support in the North West of England and Scotland with further potential throughout the UK.