Bereavement Helpdesk Consultant

TL;DR

Bereavement Helpdesk Consultant (Fintech): Providing compassionate support to clients navigating estate and pension queries during difficult times with an accent on integrity, empathy, and complex problem-solving. Focus on managing end-to-end client cases, utilizing Salesforce for task management, and contributing to operational service improvements.

Location: Must be based in or able to commute to Bristol, UK. Hybrid working is available after successful completion of training and probation.

Company

hirify.global is the UK’s number 1 investment platform for private investors, dedicated to helping people save time, tax, and money for over 40 years.

What you will do

• Provide empathetic support to bereaved clients via phone, email, and postal correspondence regarding estates and pensions.
• Act as a primary point of contact for clients, managing complex queries from start to finish.
• Utilize Salesforce to manage tasks and documentation efficiently.
• Collaborate with the Estates Operations team to assist with workload and process improvements.
• Identify and implement appropriate measures to support vulnerable clients.

Requirements

• Must be based in or able to commute to Bristol, UK.
• Must have passed probation in current role (internal applicants).
• Strong analytical and problem-solving skills with the ability to simplify complex information.
• Excellent communication skills and high attention to detail.
• Ability to lead by example and motivate team members.
• Client-focused mindset with a compassionate approach to sensitive situations.

Culture & Benefits

• Pension scheme with up to 11% employer contribution.
• Private medical insurance and health care cash plans.
• 25 days holiday plus bank holidays and an additional Christmas closure day.
• Flexible and hybrid working options available post-probation.
• Comprehensive support including income protection, life insurance, and mental health counseling.
• On-site amenities including a barista and deli, plus bike storage and shower facilities.

Hiring process

• Competency-based interview conducted via Microsoft Teams.