Wealth Management Bereavement Specialist

Michael Page Banking; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Manchester is hiring a Bereavement Associate to support clients as they navigate sensitive financial matters after a bereavement. This role demands high empathy, precision, and confidentiality. Responsibilities include processing client requests, maintaining accurate records, and collaborating with internal teams to enhance the client experience. Ideal candidates will have experience in a SIPPS team and excellent communication skills. This is a chance to make a meaningful impact during challenging times.

Qualifications

• Experience in a SIPPS team is required.
• Ability to handle sensitive information with care.
• Excellent communication skills are essential.

Responsibilities

• Provide support to clients managing financial affairs after a bereavement.
• Ensure all client requests are processed accurately and efficiently.
• Maintain up-to-date records and handle sensitive information.

Skills

Empathy

Confidentiality

Communication

Job description

A leading wealth management firm in Manchester is hiring a Bereavement Associate to support clients as they navigate sensitive financial matters after a bereavement. This role demands high empathy, precision, and confidentiality. Responsibilities include processing client requests, maintaining accurate records, and collaborating with internal teams to enhance the client experience. Ideal candidates will have experience in a SIPPS team and excellent communication skills. This is a chance to make a meaningful impact during challenging times.