Senior Bereavement Associate

Senior Bereavement Associate

Location: London, England, GB; Manchester, England, GB

Work model: Hybrid

Date posted: September 28, 2026

Job requisition: 182077

Are you a compassionate and well-organised professional seeking an opportunity to make a meaningful impact? As a Senior Bereavement Associate, you'll be part of our Complex Case Team providing expert support to clients during sensitive times. You'll work closely with internal partners to ensure seamless, compassionate experience for bereaved clients, across our product range of SIPPs, ISA/JISA and General Investment Accounts, while contributing to process improvements and shaping best practices across the UK Personal Investor Service.

What You'll Do

• As a trusted specialist, you'll take ownership of complex client cases, working closely with clients and internal partners to deliver timely, accurate, and compassionate support.

• Client Care and Case Management

• Take ownership of complex bereavement cases and manage your own caseload.

• Ensure timely, clear, and regulatory-compliant communication with clients.

• Support Vulnerable clients and actively work to identify and implement solutions that promote positive outcomes.

• Expert Guidance and Training

• Share your bereavement expertise by delivering training and guidance to colleagues.

• Contribute to working groups on inheritance tax changes and recommend the required process improvements to support our overall Bereavement Service.

• Continuous Improvement

• Identify trends and recommend automation opportunities to enhance the client experience.

• Participate in special projects as needed.

• What it takes

• Significant experience within client services, including proven experience handling bereavement cases.

• Strong knowledge of estate administration, bereavement processes, and supporting vulnerable clients.

• Experience managing complex client inquiries and delivering high-quality outcomes.

• Excellent communication skills and the ability to navigate challenging conversations with empathy.

• The confidence to collaborate with stakeholders across multiple teams and influence positive outcomes.

• A proactive approach to identifying improvements and driving process enhancements.

• Knowledge of pension related products including SIPPS.

• Special Factors

• Vanguard is not offering visa sponsorship for this position

• This is a hybrid position and would require you to work in the office 3 days per week (Tuesday, Wednesday & Thursday).

• Please note that we review applications on a rolling basis and may close this role early if there is a high level of interest. To avoid missing out, we recommend applying as soon as possible

• Why Vanguard?

• Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.

• This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.

• It's what we stand for: value to investors.

• Inclusion Statement

• Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

• We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

• When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

• How We Work

• Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

• Our commitment to you

• Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

• Financial wellness

• We're committed to enabling your financial success and provide competitive offers and programs.

• Physical wellness

• We're committed to providing benefits that support your physical health and wellness.

• Personal wellness

• We're committed to providing resources that help support the full scope of your life.

• Learn more about our complete benefits and rewards package

• Our commitment to equal employment opportunity

• Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

• Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform us if you need assistance completing this application or to otherwise participate in the application process.

• Let's get started

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