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Senior Bereavement Associate

Robert Walters

Manchester · Posted 22 Oct 2026 · 9 applicants

Permanent
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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.

We are committed to creating an inclusive recruitment experience. If you require support or adjustments to the recruitment process, our Adjustment Concierge Service is here to help. Please feel free to contact us at

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