Employee Benefits Administrator
Department: MWM
Employment Type: Permanent
Location: Solent Office
Reporting To: Jackie Witcher
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.
Menzies Wealth Management is seeking an experienced Employee Benefits Adviser to deliver outstanding service to both new and existing clients, aligned with our established Employee Benefits proposition and brand. 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.
Key Responsibilities
* 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.
Skills, Knowledge & Expertise
* 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!
Job Benefits
* 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.
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