Business Development Manager

Business Development Manager

Location coverage: NI based & regional coverage

Reports to: Regional Manager

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 Northern Ireland with further potential throughout the UK.

About the role

Exceptional opportunity for an experienced and high calibre business development and management professional.

This is an exciting and expansive role. You will be responsible for overseeing the development and performance of business in the region, along with identifying and progressing other opportunities for growth in that region and sometimes other UK geographies to more widely support Milecross’s business objectives. The role reports directly to the Regional Manager in Northern Ireland.

You will in particular oversee, coach and develop practices and advisers that join Milecross creating strong business plans and overseeing progress. You will also be a key member of the management team, using your experience to create and supporting broader business initiatives and support other business development activities and regions as needed.

Key Accountabilities:

• Work directly with advisers to help develop their performance, knowledge and skills.
• 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.

Required Experience:

- 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 and across the UK as needed.

Benefits

• Salary £55k (depending on experience and remit)
• 25 days holiday (plus bank holidays)
• Generous company pension contribution
• Individual Healthcare cover including private medical.
• Discretionary Bonus.