Senior Bereavement Specialist — Complex Case & Training

Vanguard; Manchester; Hybrid; GBP 38,000 - 52,000; Full time

Job summary

Vanguard is seeking a Senior Bereavement Associate to join the Complex Case Team in the UK Personal Investor Service. You will manage complex bereavement caseloads, communicate clearly and regulatory-compliantly with clients, and support vulnerable clients while driving process improvements across SIPPs, ISA/JISA and General Investment Accounts.

You will also train colleagues, contribute to tax/inheritance discussions, and identify automation opportunities to improve the client experience.

Qualifications

• Significant experience within client services, including proven experience handling bereavement cases.

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

Skills

Bereavement

Estate administration

Client services

Job description

Vanguard is seeking a Senior Bereavement Associate to join the Complex Case Team in the UK Personal Investor Service. You will manage complex bereavement caseloads, communicate clearly and regulatory-compliantly with clients, and support vulnerable clients while driving process improvements across SIPPs, ISA/JISA and General Investment Accounts.

You will also train colleagues, contribute to tax/inheritance discussions, and identify automation opportunities to improve the client experience.