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 complex and often confusing world of traditional banking. Over the past decade, our product offerings have expanded significantly in the UK, now including 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 vulnerable customers, handling bereavements, and providing guidance on third-party access. If you have a strong background in bereavement support and experience working with vulnerable customers, we'd love to hear from you. Key Responsibilities As a Life Events Advisor at blithequark, your key responsibilities will include: Communicating directly with next of kin and third parties following the disclosure of a bereavement or terminal illness via email, chat, and calls Managing bereavements and third-party access cases, taking ownership and supporting customers with formal and informal third-party access, such as Power of Attorney Supporting customers who are currently in custody or incarcerated Dealing with internal escalations and working closely with other domains in customer operations Communicating with the leadership team to share opportunities, identify risks and concerns, and provide feedback to improve the support we offer to our customers Meeting targets while receiving and providing continuous feedback Essential Qualifications To be successful in this role, you should have: Previous experience supporting customers dealing with grief, bereavements, or major life events A strong track record of working with vulnerable customers or a robust understanding of bereavement support within the financial sector Experience in managing probate-related disclosures and enquiries Excellent communication skills, particularly over the telephone Preferred Qualifications While not essential, the following qualifications are desirable: Experience working in a similar role within the financial services industry Knowledge of bereavement support and third-party access processes Ability to work flexibly and adapt to changing circumstances Skills and Competencies To excel in this role, you should possess the following skills and competencies: Empathy and understanding when dealing with vulnerable customers Excellent communication and interpersonal skills Ability to work independently and as part of a team Strong problem-solving and analytical skills Ability to manage multiple cases and prioritize tasks effectively Career Growth and Learning Benefits At blithequark, we're committed to helping our employees grow and develop in their careers. As a Life Events Advisor, you'll have access to: A £1,000 learning budget each year to use on books, training courses, and conferences Ongoing training and development opportunities to enhance your skills and knowledge A supportive and collaborative team environment that encourages growth and innovation Work Environment and Company Culture At blithequark, we pride ourselves on our inclusive and supportive company culture. As a remote worker, you'll be part of a dynamic and flexible team that values work-life balance and employee well-being. Our company culture is built on the following principles: Diversity and inclusion: We believe that everyone should have the opportunity to succeed, regardless of their background or circumstances Empathy and understanding: We're committed to providing exceptional customer service and supporting our employees in their roles Innovation and growth: We're always looking for new ways to improve and expand our services, and we encourage our employees to think creatively and develop new ideas Compensation, Perks, and Benefits As a Life Events Advisor at blithequark, you'll receive a competitive salary of £28,050 - £34,000, plus a range of benefits, including: A £1,000 learning budget each year A remote working setup, including a MacBook and additional support for your home office A guarantee of time off on your birthday, if it falls on a scheduled workday Access to our full range of benefits, including more information on our website Application Process The application process for this role consists of 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 aim to complete the application process within two weeks, but we'll work around your availability to ensure a smooth and convenient process. Logistics This role is 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 five 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 of making money work for everyone. You can read more about our diversity and inclusion initiatives in our blog and our 2024 Diversity and Inclusion Report . 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. If you have a preferred name, please use it to apply. We don't need full or birth names at the application stage. Conclusion If you're a compassionate and experienced professional looking for a challenging and rewarding role, we encourage you to apply for the Life Events Advisor position at blithequark. With a competitive salary, excellent benefits, and a supportive company culture, this is an opportunity not to be missed. Apply now and join our team of dedicated professionals who are passionate about making a difference in the lives of our customers. Apply for this job