Menzies is an equal opportunities employer which means that we recruit, employ, train, pay, and promote regardless of race, religion, national origin, gender, sexual orientation, disability, or age. We are building a first-class team and, to do so, we know that we need a diverse mix of talented people doing their best work.
If you are ready to make an impact, lead with purpose, and work in a place where your voice truly matters, keep reading!
Join Menzies Wealth Management (MWM) and be at the heart of delivering exceptional service to our valued Employee Benefits clients.
We are looking for a confident and experienced professional with a background in employee benefits and flexible benefits administration to provide high-touch, proactive support across a range of schemes. This is an exciting opportunity to play a key role in enhancing client relationships, while also collaborating closely with colleagues, Financial Advisers, and Senior Management to ensure outstanding service delivery.
Why join Menzies?
At Menzies, our
culture is our cornerstone
. We blend technical excellence with genuine care for our people and clients. With 750 colleagues in the UK, we have built a culture based on shared values and mutual respect.
Here is why you will love working with us
:
People First
: Our work-life balance is not just talk. From agile working to generous leave, we create space for what matters to you and this is why we were
recognised as one of the
Best Places to Work 2024 and 2025
Work with Inspiring Clients
: You'll be working with a range of clients so no two days will be the same.
Collaborate Across Menzies Wealth Management
: engaging with colleagues, advisers andsenior leadership to deliver seamless client service and drive operational excellence.
Innovate with Purpose
: We're always looking for better ways to work--leveraging tech, simplifying complexities, and delivering value.
Empathy at Our Core
: We don't just serve our clients; we build trusted relationships that stand the test of time.
Here is what you will be doing:
Delivery of high quality, professional and caring service to our clients both external and internal.
Processing of new and existing group risk and auto enrolment business including the production of suitability reports and other various reporting required throughout the life cycle of the client.
Scheme maintenance including aspects such as contribution uploads, renewals, joiners, leavers, etc.
Assist with monthly invoicing and fee reconciliation.
Assisting with general office duties such as scanning, post, telephone calls, and meeting preparation.
Ensuring client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained.
Being responsible and accountable for various MI reporting specific to your team.
Competent use of IT software with an ability to quickly become a super-user, such that you can identify data integrity issues and the process to rectify these.
Develop good working relationships with product providers, MWM team members and other Menzies LLP staff.
What We are Looking For:
We are looking for an experienced
Employee Benefits Administrator
who is confident across GPP, GIP, DIS, PMI, and auto enrolment, with first-hand knowledge of
flexible benefit platforms
. You will be comfortable speaking directly with clients, thrive in a fast-paced environment, and enjoy juggling multiple schemes and cases with ease. Face-to-face client exposure is a bonus!
A highly organised individual who works well on their own, although enjoys being part of a team and naturally displays a dedicated team ethic.
Able to convey complex information, both in writing and verbally, to a wide variety of people, with various levels of understanding.
Skilled administrator with excellent time management capabilities.
Excellent attention to detail and an initiative-taking attitude.
IT literate and numerate. (competent to above average Word & Excel required)
A desire to be an integral part of building our business!
Why Join Us?
At Menzies, we know that success starts with our people. That's why we offer:
Career Development
: From learning opportunities to career coaching, we'll help you achieve your goals.
Competitive Benefits
: Private medical cover, pension matching, and enhanced parental leave, to name a few.
Flexibility That Works for You
: Agile working is embedded in our culture.
Perks That Go Beyond
: From volunteering days to wellbeing initiatives, we care about your whole self.
To find out more
about our benefits please read here
About Menzies:
We are a leading UK accountancy and advisory firm with a passion for supporting businesses across the globe. Our
#BrighterThinking
approach combines finance expertise with strategic commercial insights, helping our clients thrive in an ever-changing world.
Join a firm that is as ambitious as the businesses we support. Bring your expertise to Menzies and help us deliver brighter thinking, every day.
Agencies:
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