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.
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Senior Bereavement Specialist — Complex Case & Training in Manchester employer: Vanguard
Vanguard is an exceptional employer, offering a dynamic and mission-driven work environment in London and Manchester. With a strong focus on employee growth, we foster a culture of collaboration and continuous improvement, empowering our teams to excel in financial crime operations while ensuring compliance and operational excellence. Our hybrid working model provides flexibility, allowing you to balance professional and personal commitments, making Vanguard a rewarding place to build your career.
