The role
Involves providing high-quality advice and administration in line with Menzies Wealth Management processes and FCA regulatory standards, while contributing to agreed income targets and maintaining the highest levels of professionalism and client care.
Why join Menzies?
At Menzies, our culture is our cornerstone. We blend technical excellence with genuine care for our people and clients.
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 and senior 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
* 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 Wealth Management (MWM) 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, exposure to flexible benefit platforms would be a bonus. You will be comfortable speaking directly with clients, thrive in a fast-paced environment, and enjoy juggling multiple schemes and cases with ease.
* 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.
* 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
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.
About Menzies Wealth Management
Established in 2008, Menzies Wealth Management are an independent financial advisory firm serving both private and corporate clients. Menzies Employee Benefits is an appointed representative of Menzies wealth Management and specialises in providing Employee Benefits and Workplace Pension solutions for Employers.
We are committed to delivering a personal service to each of our clients. We deliver experience, perspective and strategic clarity with objectivity and integrity.
Life and business needs can be complex, and effective employee benefit advice is rarely one-dimensional. Supporting employers in designing, funding, and managing benefit arrangements requires access to a broad range of expertise and resources. As part of Menzies LLP, the UK chartered accountancy firm, we work closely with our specialist tax and accounting colleagues to deliver joined-up, practical solutions that align with organisational objectives and workforce needs.
As experienced advisers specialising in employee benefits, we are dedicated to helping businesses of all sizes design, implement, and manage comprehensive benefit programs that attract and retain top talent while maximising cost efficiency. With a focus on personalised service and strategic insight, we work closely with employers to tailor solutions that align with their unique culture, budget, and objectives.
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