Employee Benefits Adviser

Menzies LLP; Wootton Bridge; On-site; GBP 45,000 - 60,000; Full time

Job summary

A leading advisory firm in the UK is seeking an experienced Employee Benefits Adviser to provide high-quality advice and maintain client relationships. The ideal candidate will have experience across GPP, GIP, DIS, PMI, and auto-enrolment, alongside strong communication and organizational skills. This is a unique opportunity to thrive in a fast-paced environment while collaborating with internal teams to ensure outstanding service delivery. Join a firm recognized as one of the Best Places to Work and contribute to an empathetic, values-based culture.

Benefits

Work-life balance

Agile working

Generous leave

Qualifications

• First-hand knowledge of flexible benefit platforms.
• Ability to convey complex information to a wide variety of people.
• Skilled administrator with excellent time-management capabilities.

Responsibilities

• Providing high quality advice to corporate clients.
• Achieving agreed new business targets.
• Write and present high quality Client Proposition documents.
• Provide regular reviews for existing clients.
• Demonstrate a consistently high level of client care.

Skills

Experience as an Employee Benefits Adviser

Strong communication and presentation skills

Highly organized

Excellent attention to detail

IT literate and numerate

Education

Diploma in regulated Financial Planning or equivalent

Tools

Word

Excel

Job description

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 processes and procedures.
• Maintain high levels of competency and compliance.
• Ensure client information is fully documented, meets all relevant regulatory and company standards, and is continuously maintained.
• Maintain required CPD including IDD.
• Present complex features to employers and employees.
• Demonstrate 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.

Qualifications

• Experience as an Employee Benefits Adviser across GPP, GIP, DIS, PMI, and auto‑enrolment.
• First‑hand knowledge of flexible benefit platforms.
• Strong communication and presentation skills.
• Highly organised; works well independently and enjoys being part of a team.
• Ability to convey complex information, both in writing and verbally, to a wide variety of people.
• Skilled administrator with excellent time‑management capabilities.
• Excellent attention to detail and an initiative‑taking attitude.
• IT literate and numerate, with competent or above‑average proficiency in Word and Excel.
• Desire to be an integral part of building our business.
• Diploma in regulated Financial Planning or equivalent.

About the Role

We are looking for an experienced Employee Benefits Adviser 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!

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. This is an exciting opportunity to play a key role in enhancing client relationships while 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 those of the FCA.

Benefits

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. We prioritise work‑life balance, offering agile working and generous leave. We are recognised as one of the Best Places to Work 2024 and 2025. You will work with inspiring clients and collaborate across Menzies with advisers and senior leadership to deliver seamless client service and drive operational excellence. We’re always looking for better ways to work, leveraging technology, simplifying complexities, and delivering value. Empathy is at our core – we build trusted relationships that stand the test of time.

Equal Opportunity Employer

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.