Adviser

Employee Benefits Adviser – Menzies LLP

Join to apply for the Employee Benefits Adviser role at Menzies LLP.

Menzies is an equal opportunities employer, recruiting, employing, training, paying, and promoting regardless of race, religion, national origin, gender, sexual orientation, disability, or age. We build a first‑class team and need a diverse mix of talented people to do their best work.

Department: MWM
Location: Gatwick Office

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.

• 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.

• Experienced Employee Benefits Adviser confident across GPP, GIP, DIS, PMI, and auto enrolment; exposure to flexible benefit platforms is a bonus.
• Highly organised and self‑directed, yet enjoys teamwork and displays a dedicated team ethic.
• Able to convey complex information, both in writing and verbally, to a wide variety of people with varying levels of understanding.
• Excellent attention to detail and an initiative‑taking attitude.
• IT literate and numerate (competent to above average Word & Excel).
• A desire to be an integral part of building our business.
• Diploma in regulated Financial Planning or equivalent.

Why Join Us?

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  Career Development: From learning opportunities to career coaching, we’ll help you achieve your goals.
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  Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave.
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  Flexibility That Works for You: Agile working is embedded in our culture.
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  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.

Menzies Wealth Management is a leading financial planning and wealth management firm, known for delivering trusted, client‑focused advice and long‑term solutions. We pride ourselves on a collaborative culture, high professional standards, and a commitment to developing our people, offering a supportive environment where expertise is valued and careers can thrive.