Bereavement Associate

As a Bereavement Associate in this leading wealth management and financial services business, you will assist clients in navigating sensitive financial matters during challenging times. This role requires precision, empathy, and the ability to handle confidential information with care having worked in a SIPPS team already.

Client Details

This Bereavement Associate position is with a well-established organisation in the financial services sector. They are known for their commitment to delivering exceptional client support and maintaining a strong reputation in the wealth management and financial services industry.

Description

Bereavement Associate, Manchester, Wealth Management and Financial Services Industry:

• 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 with the highest level of confidentiality.
• Communicate empathetically and professionally with clients and stakeholders.
• Collaborate with internal teams to resolve client queries promptly.
• Adhere to industry regulations and company policies at all times.
• Identify opportunities to improve bereavement processes and client experience.
• Provide clear and accurate information regarding financial services and products.

Profile

A successful Bereavement Associate will have:

• Experience in wealth management, ideally SIPPs having covered Bereavement cases from within this team.
• Strong organisational and administrative skills.
• Excellent communication and interpersonal abilities.
• Attention to detail and a commitment to accuracy.
• Ability to handle sensitive situations with empathy and discretion.
• Familiarity with financial regulations and procedures.
• Proficiency in relevant software and systems.

Job Offer

• Competitive salary ranging from 45-48k per annum. With very competitive bonus structure paid bi-annually
• Permanent position within the financial services industry.
• Manchester city centre location
• Opportunity to work for a reputable organisation in the banking and financial services sector.
• Supportive and professional work environment.
• Additional benefits to be confirmed.

If you are ready to make a meaningful impact as a Bereavement Associate, we encourage you to apply today.