Senior Bereavement & Estate Care Specialist

Vanguard; Manchester; On-site; GBP 40,000 - 55,000; Full time

Job summary

A prominent investment firm in Manchester is seeking a compassionate Senior Bereavement Associate to manage complex bereavement cases. You will deliver expert support to clients while ensuring timely and clear communication. Ideal candidates should have experience in managing high-net-worth clients and a strong understanding of probate law. The role offers a hybrid working model where you will work from the office three days a week.

Qualifications

• 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.

Responsibilities

• Take ownership of complex bereavement cases and manage your own caseload.
• Ensure timely, clear, and regulatory-compliant communication with clients.
• Share your bereavement expertise by delivering training and guidance to colleagues.

Skills

Experience handling sensitive, complex bereavement cases

Strong knowledge of probate law

Excellent communication skills

Experience with Pension Trustees

Education

CII R04 qualification

Job description

A prominent investment firm in Manchester is seeking a compassionate Senior Bereavement Associate to manage complex bereavement cases. You will deliver expert support to clients while ensuring timely and clear communication. Ideal candidates should have experience in managing high-net-worth clients and a strong understanding of probate law. The role offers a hybrid working model where you will work from the office three days a week.