Employee Benefits Administrator - Fareham

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.

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. Menzies Employee Benefits is seeking an experienced Employee Benefits Administrator 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 Employee Benefits processes and FCA regulatory standards, while contributing to agreed income targets and maintaining the highest levels of professionalism and client care.

We are looking for a confident and experienced professional with a background in employee benefits and flexible benefits administration to provide high-touch, proactive support across a range of schemes. This is an exciting opportunity to play a key role in enhancing client relationships, while also collaborating closely with colleagues, Financial Advisers, and Senior Management to ensure outstanding service delivery.

Why join Menzies?

• People First: Our work-life balance is not just talk. From agile working to generous leave, we create space for what matters to you.
• Work with Inspiring Clients: You will be working with a range of clients so no two days will be the same.
• Collaborate Across Menzies: Engaging with colleagues, advisers and senior leadership to deliver seamless client service and drive operational excellence.
• Innovate with Purpose: We are 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:

• 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.
• 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.

About Menzies LLP:

Menzies is a proudly independent UK business advisory and accountancy practice with true national coverage and international connections. As a full-service firm with strong sector specialisms, we have a proven track record supporting both businesses, not-for-profits and individuals to successfully reach their financial goals. We focus on optimising clients businesses financially, operationally, and strategically. We employ approximately 1100 trusted advisors in Audit, Tax & Advisory Services, across 11 locations UK wide. Our industry sector specialisation sets us apart. Expert teams work in collaboration with each other delivering a host of business, tax and commercial advisory projects over and above the market leading assurance and compliance work undertaken for UK and International clients. We continue to take a relationship-led approach to our client relationships. We use our Brighter Thinking methodology to empower clients with greater confidence and certainty in the face of increasing complexity. Founded in 1912, Menzies is headquartered in London with coverage nationally in England & Wales and has 1100+ employees and a turnover of 110m. Our clients are mid-size and large privately held corporates, non-profits, and individuals, across the UK and internationally via major market country-desks, and in 157 countries globally through Menzies membership of HLB, the global advisory and accounting network.