Senior Associate - Estate & Pension Settlements Hybrid

Bruin; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A global investment firm is seeking a Senior Associate for their Complex Case Team in Manchester. This role involves managing sensitive bereavement cases and ensuring compliance with probate laws. Excellent communication skills and deep subject expertise in financial services are required. A hybrid working model is available. This is a unique opportunity to grow within a developing team at an established company.

Qualifications

• Proven experience handling complex bereavement cases, especially with high-net-worth clients.
• Strong knowledge of probate law and inheritance tax legislation.
• Familiarity with UK investment and pension products, particularly SIPPs.

Responsibilities

• Manage end-to-end estate settlement across a range of client investment products.
• Support vulnerable clients and ensure fair outcomes during sensitive times.
• Ensure all communications comply with probate and tax legislation.
• Identify service trends and drive process improvements across the service.

Skills

Complex Case Management

Communication Mastery

Technical Acumen

Deep Subject Expertise

Job description

A global investment firm is seeking a Senior Associate for their Complex Case Team in Manchester. This role involves managing sensitive bereavement cases and ensuring compliance with probate laws. Excellent communication skills and deep subject expertise in financial services are required. A hybrid working model is available. This is a unique opportunity to grow within a developing team at an established company.