Senior Bereavement Associate

The Vanguard Group; Manchester; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading investment company in Manchester is seeking a professional to manage complex bereavement cases and provide expert guidance to colleagues. The role requires strong knowledge of probate law and excellent communication skills. Candidates should have experience with high-net-worth clients and possess the ability to support vulnerable clients. This position offers a hybrid working model, requiring attendance in the office Tuesday to Thursday.

Qualifications

• Proven experience handling sensitive complex bereavement cases.
• Strong knowledge of probate law and inheritance tax legislation.
• Excellent communication skills for challenging conversations.
• Experience with Pension Trustees for Beneficiary decisions is beneficial.

Responsibilities

• Take ownership of complex bereavement cases.
• Ensure clear and regulatory-compliant communication.
• Support vulnerable clients with positive outcomes.
• Deliver training and guidance to colleagues.
• Identify trends for automation opportunities.

Skills

Business Development

Organizational Management

GAAP

Accounting

Analysis Skills

Meeting Facilitation

Microsoft PowerPoint

Investment Banking

Microsoft Excel

Private equity

Financial Modeling

Writing Skills

Job description

Core Responsibilities

• Take ownership of complex bereavement cases and manage your own caseload.
• Ensure timely, clear and regulatory‑compliant communication with clients.
• Support vulnerable clients and actively work to identify and implement solutions that promote positive outcomes.

Expert Guidance & Training

• Share your bereavement expertise by delivering training and guidance to colleagues.
• Contribute to working groups on inheritance tax changes and recommend the required process improvements to support our overall Bereavement Service.

Continuous Improvement

• Identify trends and recommend automation opportunities to enhance the client experience.
• Participate in special projects as needed.

What it takes

• Proven experience handling sensitive complex bereavement cases and high‑net‑worth clients.
• Strong knowledge of probate law and inheritance tax legislation.
• Knowledge of pension‑related products including SIPPs.
• Excellent communication skills and the ability to navigate challenging conversations with empathy.
• Experience with Pension Trustees for Beneficiary decisions is beneficial.
• CII R04 qualification would be beneficial.

Special Factors

• Vanguard is not offering sponsorship for this position.
• This is a hybrid position and would require you to work in the Manchester office Tuesday‑Thursday.

Why Vanguard

Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea : that an investment company should manage its funds solely in the interests of its clients.

This philosophy has helped millions of people around the world to achieve their goals with low‑cost uncomplicated investments.

Its what we stand for : value to investors.

Inclusion Statement

Vanguard’s continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients crew (internally employees are referred to as crew) and communities is guided by one simple statement : Do the right thing.

We believe that a critical aspect of doing the right thing requires building diverse inclusive and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard’s core purpose through our values.

When all crew members feel valued and included our ability to collaborate and innovate is amplified and we are united in delivering on Vanguard’s core purpose : to take a stand for all investors to treat them fairly and to give them the best chance for investment success.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members designed to capture the benefits of enhanced flexibility while enabling in‑person learning collaboration and connection. We believe our mission‑driven and highly collaborative culture is a critical enabler to support long‑term client outcomes and enrich the employee experience.

Required Experience

Senior IC

Key Skills

• Business Development
• Organizational Management
• GAAP
• Accounting
• Analysis Skills
• Meeting Facilitation
• Microsoft PowerPoint
• Investment Banking
• Microsoft Excel
• Private equity
• Financial Modeling
• Writing Skills

Employment Type: Full‑Time

Experience: years

Vacancy: 1