Job Description

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 Employee Benefits Team 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 platforms 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 to our corporate clients, adhering to MWM's processes and guidelines and that of the FCA.

Why join Menzies?

At Menzies, our

culture is our cornerstone

. We blend technical excellence with genuine care for our people and clients. With over a 1000 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

: 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.
Key Responsibilities

Here is what you will be doing:

Providing high quality advice to our corporate clients. Achieving agreed new business targets. Write and present high quality Client Proposition documents. Provide regular reviews for existing clients in line with service level agreements. Adhere to Menzies processes and procedures. Maintain high levels of competency and compliance. Ensuring client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained. Maintain required CPD including IDD Able to present complex features to employers and employees. Demonstrating a consistently high level of client care to both internal and external MWM clients. Develop good working relationships with product providers, MWM team members and other Menzies LLP staff. Comply with business and regulatory guidelines at all times. Provide support to senior management as required Demonstrate a good use of IT Software. Skills, Knowledge & Expertise


We are looking for an experienced

Employee Benefits Adviser

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! Diploma in regulated Financial Planning or equivalent. Job Benefits

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:

When we require external assistance with our vacancies, we will reach out to our PSL supply chain. Please be aware that we operate a strict PSL policy with close relationships with our suppliers and cannot respond to agencies outside of the PSL. Please do not contact individual hiring managers.


About Menzies LLP


Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals.

We focus on optimising clients' businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide.

Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients.

We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity.

Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of 110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.