Senior Bereavement Specialist - Case Leadership & Training

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

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.