Bereavement Associate

Michael Page Banking; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Manchester is hiring a Bereavement Associate to support clients as they navigate sensitive financial matters after a bereavement. This role demands high empathy, precision, and confidentiality. Responsibilities include processing client requests, maintaining accurate records, and collaborating with internal teams to enhance the client experience. Ideal candidates will have experience in a SIPPS team and excellent communication skills. This is a chance to make a meaningful impact during challenging times.

Qualifications

• Experience in a SIPPS team is required.
• Ability to handle sensitive information with care.
• Excellent communication skills are essential.

Responsibilities

• Provide support to clients managing financial affairs after a bereavement.
• Ensure all client requests are processed accurately and efficiently.
• Maintain up-to-date records and handle sensitive information.

Skills

Empathy

Confidentiality

Communication

Job description

As a Bereavement Associate in this leading wealth management and financial services business, you will assist clients in navigating sensitive financial matters during challenging times. This role requires precision, empathy, and the ability to handle confidential information with care having worked in a SIPPS team already.

Client Details

This Bereavement Associate position is with a well-established organisation in the financial services sector. They are known for their commitment to delivering exceptional client support and maintaining a strong reputation in the wealth management and financial services industry.

Description

Bereavement Associate, Manchester, Wealth Management and Financial Services Industry:

• Provide support to clients managing financial affairs after a bereavement.
• Ensure all client requests are processed accurately and efficiently.
• Maintain up-to-date records and handle sensitive information with the highest level of confidentiality.
• Communicate empathetically and professionally with clients and stakeholders.
• Collaborate with internal teams to resolve client queries promptly.
• Adhere to industry regulations and company policies at all times.
• Identify opportunities to improve bereavement processes and client experience.
• Provide clear and accurate information regarding financial services and product...