Senior Bereavement Associate - #2174571

Senior Bereavement Associate
Location: Manchester
Role Type: Permanent
Work Setup: Hybrid

Who We Are
Vanguard is one of the world's leading investment firms, dedicated to helping clients achieve lasting financial success. Established in 1975, its unique ownership structure-where funds own the company and investors own the funds-ensures all efforts are focused on client outcomes. Known for integrity, innovation, and low-cost investing, fosters an inclusive and collaborative culture that empowers employees to make a meaningful impact globally.

What you'll do

• Take ownership of high-complexity bereavement cases and resolve queries effectively
• Deliver clear and compliant communication to clients and stakeholders
• Collaborate on inheritance tax and regulatory projects within the business
• Provide training and support to colleagues to embed best practices
• Champion process improvements aligned to client-focused solutions

What you bring

• Significant experience in bereavement case handling within financial services
• Strong background in client services with exceptional communication skills
• Understanding of regulatory requirements and compliance practices
• Comfortable working with sensitive matters and supporting vulnerable clients
• An undergraduate degree or equivalent experience

What's Next
If you are ready to take the next step, apply now! Successful applicants will be contacted directly by a recruiter to discuss the role more.

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