Senior Associate (Retirement & Estates)

Bruin

Manchester

Hybrid

GBP 50,000 - 70,000

Full time

14 days+

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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

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This range is provided by Bruin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from Bruin

Financial Planning & Pensions Recruitment Specialist | Connecting Talent with Leading Financial Services Firms

We are seeking a Senior Associate to join the Complex Case Team of a global investment firm

This is a high-impact role at, where you will provide expert, seamless, and compassionate support to clients navigating the highly sensitive and complex process of estate settlement.

You are the final, most crucial touchpoint. We require a leader who can master both the technical complexities of financial regulation and the emotional demands of client care.

Key Areas of Ownership

Complex Case Management: Assume ownership of a challenging caseload, managing end-to-end estate settlement across a full range of client investment products (including Retirement Accounts, ISAs, and General Investment Accounts).
Vulnerability & Advocacy: Actively identify and support vulnerable clients, implementing solutions to ensure fair and positive outcomes during highly sensitive times.
Regulatory Authority: Ensure all communication is timely, clear, and fully compliant with evolving probate and tax legislation.
Strategic Improvement: Leverage your expertise to identify service trends, recommend process automation opportunities, and drive best practices across our entire Personal Investor Service.
Team Leadership: Act as a subject matter expert, sharing complex bereavement knowledge through formal training and guidance to internal partners.

What We Require

Deep Subject Expertise: Proven, significant experience handling complex, sensitive bereavement cases, including those involving high-net-worth clients.
Technical Acumen: Strong, demonstrable knowledge of probate law and inheritance tax (IHT) legislation.
Product Knowledge: Familiarity with major UK investment and pension products, particularly Self-Invested Personal Pensions (SIPPs).
Communication Mastery: Excellent, empathetic communication skills and the proven ability to navigate challenging, emotional conversations with tact and clarity.

This is an exciting opportunity to join an established company at its growth stage and really grow a team and develop within the role. Hybrid working is on offer with a home/office split.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Seniority level