Bereavement Associate

Michael Page (UK); Manchester; On-site; GBP 45,000 - 48,000; Full time

Job summary

A reputable financial services firm in Manchester is seeking a Bereavement Associate. In this role, you will support clients dealing with financial matters after a bereavement. Applicants should have experience in wealth management, specifically with SIPPs, and strong communication and organizational skills. This position offers a competitive salary of £45-48k per annum, alongside a professional work environment and additional benefits.

Benefits

Competitive salary

Bi-annual bonus

Permanent position

Supportive work environment

Qualifications

• Experience in SIPPs and handling bereavement cases.
• Ability to manage sensitive situations empathetically.
• Excellent interpersonal skills for client relations.

Responsibilities

• Support clients in managing affairs post-bereavement.
• Ensure accurate processing of client requests.
• Maintain confidentiality and handle sensitive information.

Skills

Experience in wealth management

Strong organisational skills

Excellent communication

Attention to detail

Empathy

Familiarity with financial regulations

Proficiency in relevant software

Job description

• Wealth management business - Manchester - Bereavement Associate for SIPPs team
• Manchester city centre location

About Our Client

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.

Job 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 products.

The Successful Applicant

A successful Bereavement Associate will have:

• Experience in wealth management, ideally SIPPs having covered Bereavement cases from within this team.
• Strong organisational and administrative skills.
• Excellent communication and interpersonal abilities.
• Attention to detail and a commitment to accuracy.
• Ability to handle sensitive situations with empathy and discretion.
• Familiarity with financial regulations and procedures.
• Proficiency in relevant software and systems.

What's on Offer

• Competitive salary ranging from £45-48k per annum. With very competitive bonus structure paid bi-annually
• Permanent position within the financial services industry.
• Manchester city centre location
• Opportunity to work for a reputable organisation in the banking and financial services sector.
• Supportive and professional work environment.
• Additional benefits to be confirmed.

If you are ready to make a meaningful impact as a Bereavement Associate, we encourage you to apply today.