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- Tasks: Provide top-notch advice and support to corporate clients on employee benefits.
- Company: Join Menzies LLP, a leading financial planning firm with a collaborative culture.
- Benefits: Enjoy private medical cover, pension matching, and flexible working options.
- Why this job: Make a real impact in a supportive environment while developing your career.
- Qualifications: Experience in employee benefits and strong communication skills required.
- Other info: Great opportunities for career growth and personal development.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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
- 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.
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.
- 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.
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.
Employee Benefits Adviser in Crawley employer: Menzies LLP
Contact Detail:
Menzies LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Adviser in Crawley
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Employee Benefits Adviser role.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to employee benefits. We recommend role-playing with a friend or using mock interview tools to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work, like Client Proposition documents or case studies, to demonstrate your skills during interviews. We want to see how you can add value to Menzies Wealth Management.
✨Tip Number 4
Don’t forget to follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We believe that a little courtesy can make a big impression.
We think you need these skills to ace Employee Benefits Adviser in Crawley
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Employee Benefits Adviser role. Highlight your experience with GPP, GIP, DIS, PMI, and auto enrolment, as well as any relevant achievements that align with Menzies' values.
Showcase Your Communication Skills: Since you'll be conveying complex information, it's crucial to demonstrate your ability to communicate clearly in your written application. Use straightforward language and structure your documents well to make it easy for us to see your skills.
Highlight Your Team Spirit: We love a good team player! In your application, mention experiences where you've collaborated effectively with others. This will show us that you can thrive in our supportive and collaborative culture at Menzies.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Menzies LLP
✨Know Your Stuff
Make sure you brush up on your knowledge of employee benefits, especially GPP, GIP, DIS, PMI, and auto enrolment. Being able to discuss these topics confidently will show that you're not just familiar with the basics but are ready to provide high-quality advice.
✨Showcase Your Communication Skills
Since you'll need to convey complex information to clients, practice explaining these concepts in simple terms. You might even want to prepare a few examples of how you've done this in the past, as it will demonstrate your ability to connect with clients of varying levels of understanding.
✨Demonstrate Team Spirit
Menzies values teamwork, so be ready to share experiences where you've collaborated effectively with others. Highlighting your ability to build good working relationships with colleagues and product providers will show that you’re a great fit for their culture.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about Menzies' approach to employee benefits and their team culture. This not only shows your interest in the role but also helps you assess if it's the right fit for you.
