Vanguard is seeking a Senior Bereavement Associate to join its Complex Case Team in the UK. You will manage a caseload of bereavement cases across SIPPs, ISA/JISA and General Investment Accounts, delivering compassionate, compliant support.
You will share expertise by training colleagues, contribute to inheritance tax discussions, and drive process improvements to enhance the client experience while collaborating with internal partners.
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Senior Bereavement Specialist — Estate & Client Care 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.
