Senior Bereavement Associate
Core
Senior specialist managing complex bereavement cases for clients holding SIPPs, ISA/JISA, and General Investment Accounts, ensuring regulatory compliance and supporting vulnerable individuals.
Role type
Senior IC client services associate (bereavement)
Builds
Compassionate client support processes and inheritance tax guidance workflows
Domain
Financial services / Investment management / Estate administration
Deliverable
client delivery
Required skills
Complex case management, Estate administration knowledge, Vulnerable client support, Pension product knowledge (SIPPs), Regulatory compliance, Process improvement, Stakeholder collaboration
Preferred skills
Training delivery, Automation identification, Working group participation
Responsibilities
Manage own caseload of complex bereavement cases, Deliver timely and compliant communication with clients, Support vulnerable clients and implement positive solutions, Share expertise through training and guidance to colleagues, Contribute to working groups on inheritance tax changes, Identify trends and recommend automation opportunities
Seniority
Senior, hands-on IC