Experienced Life Events Advisor for Vulnerable Customers – Bereavement Support and Third-Party Access Specialist

Welcome to blithequark At blithequark, we're on a mission to make money work for everyone, simplifying the complexities of traditional banking and creating a more inclusive and accessible financial system. With a decade of growth in the UK, our product offerings have expanded to include personal and business bank accounts, joint accounts, accounts for 16-17 year olds, a free kids account, and credit cards. Our customers can also save, invest, and combine their pensions with us, all while enjoying our award-winning customer service and financial education on social media. About Our Team We're looking for a compassionate and experienced Life Events Advisor to join our Vulnerability, Inclusion, Accessibility & Bereavement team. As a Life Events Advisor, you will play a vital role in supporting our customers and their loved ones during difficult times, including bereavements, terminal illnesses, and other significant life events. Your expertise and empathy will be essential in providing exceptional support and guidance to our customers, ensuring they receive the care and attention they need during challenging periods. Key Responsibilities Communicate directly with next of kin and third parties following the disclosure of a bereavement, terminal illness, or other significant life events via email, chat, and calls. Manage bereavements and third-party access cases, taking ownership and supporting our customers with formal and informal third-party access, such as Power of Attorney. Support our customers who are currently in custody or incarcerated, providing guidance and assistance as needed. Deal with internal escalations and work closely with other domains in customer operations to ensure seamless support for our customers. Communicate with the leadership team to share opportunities, identify risks and concerns, and provide feedback that aims to proactively improve the support we offer to our customers. Meet targets while receiving and providing continuous feedback to ensure exceptional performance and growth. Essential Qualifications Previous experience supporting customers dealing with grief, bereavements, or major life events is essential. A strong track record of working with vulnerable customers or a robust understanding of bereavement support within the financial sector is required. Experience in managing probate-related disclosures and enquiries is desirable. Excellent communication skills, particularly over the telephone, are vital for this role. Preferred Qualifications Experience working in a similar role, such as a bereavement support officer or a vulnerable customer advisor, is highly desirable. Knowledge of financial regulations and laws related to bereavements and third-party access is beneficial. Ability to work in a fast-paced environment, prioritizing tasks and managing multiple cases simultaneously. Strong problem-solving skills, with the ability to think critically and creatively to resolve complex issues. Skills and Competencies Empathy and compassion, with the ability to provide exceptional support and guidance to customers during difficult times. Excellent communication and interpersonal skills, with the ability to work effectively with customers, colleagues, and stakeholders. Strong problem-solving and analytical skills, with the ability to think critically and creatively to resolve complex issues. Ability to work in a fast-paced environment, prioritizing tasks and managing multiple cases simultaneously. Strong attention to detail, with the ability to maintain accurate records and ensure compliance with regulatory requirements. Career Growth and Learning Benefits At blithequark, we're committed to supporting the growth and development of our employees. As a Life Events Advisor, you'll have access to a range of training and development opportunities, including: A comprehensive induction program, providing you with the skills and knowledge needed to excel in your role. Ongoing training and development opportunities, including workshops, webinars, and conferences. A £1,000 learning budget each year, allowing you to pursue your interests and develop your skills. Regular feedback and coaching, helping you to identify areas for improvement and achieve your career goals. Work Environment and Company Culture At blithequark, we're proud of our inclusive and supportive company culture. As a Life Events Advisor, you'll be working remotely from the UK, with the flexibility to work from home and enjoy a better work-life balance. Our company culture is built on the values of empathy, compassion, and respect, and we're committed to creating a workplace where everyone feels valued and supported. Compensation, Perks, and Benefits We offer a competitive salary range of £28,050 - £34,000, depending on experience, as well as a range of perks and benefits, including: A £1,000 learning budget each year, allowing you to pursue your interests and develop your skills. A comprehensive benefits package, including health insurance, pension scheme, and life assurance. Flexible working hours, allowing you to work from home and enjoy a better work-life balance. Regular social events and team-building activities, helping you to connect with your colleagues and build a sense of community. Conclusion If you're a compassionate and experienced professional looking for a challenging and rewarding role, we encourage you to apply for our Life Events Advisor position. As a member of our Vulnerability, Inclusion, Accessibility & Bereavement team, you'll play a vital role in supporting our customers and their loved ones during difficult times, and you'll have the opportunity to make a real difference in the lives of others. Don't miss out on this exciting opportunity to join our team and help us make money work for everyone. How to Apply To apply for this role, please follow the link to our application portal. The application journey has three key steps: Application question review A 30-minute call with our recruiter A role-specific interview with two of our team managers (1 hour) We're looking forward to hearing from you and exploring how you can contribute to our mission of making money work for everyone. Logistics This role will be fully remote in the UK, and you must be permanently based in the UK to apply. The start date for this role will be Monday, 10th November 2025. Training will be Monday to Friday, 09:00-17:30, for 10 weeks, and this will be carried out remotely. Please note that holidays and appointments are not allowed during the first 5 weeks of training. Equal Opportunities At blithequark, we're committed to equal opportunities for everyone. We believe that diversity and inclusion are essential to our mission, and we're dedicated to creating a workplace where everyone feels valued and supported. We're an equal opportunity employer, and all applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity, or disability status. Apply for this job