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Stockbroking Bereavements Case Handler

  • Posted Yesterday
  • Permanent
  • 143933
  • Leeds
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End date

Sunday 26 October 2025

Salary range

£25,517 - £26,860

We support flexible working

Learn more about flexible working.

Agile Working Options

Job Share; Hybrid Working

Job description

Responsibilities   

  • Carries out daily team tasks to support the smooth running of the team and provide accurate and effective communication to customers’ next of kin and their solicitors.  

  • Works within current standard compliance processes, systems, and procedures, and reports simple non-compliance issues.  

  • Carries out routine bereavement support tasks and assists others by following established procedures.  

  • Creates, organises and maintains files for correspondence and records.  

  • You’ll be responsible for seeing through bereavement cases, from the notification of death through to carrying out the executors’/solicitors’ instructions and writing letters and emails.  

  • You’ll also be responsible for routine tasks such as running reports and monitoring the team’s internal and external communications channels.  

  • Supports development of personal capabilities by pursuing existing formal and informal training opportunities.  

 

What you’ll need:  

  • Attention to detail and the ability to follow operational procedures and quickly assimilate technical processes and systems   

  • Strong communication skills, verbal and non-verbal  

  • Well organised, with the ability to present factual information in a logical and structured way   

  • Ability to plan and manage large, often fluctuating, volumes of work to strict deadlines   

  • IT literate, comfortable with the use of keyboard and software applications and mail merge processes   

  • Flexible and adaptable to changing demands.   

  • Ability to work as part of a team as well as independently.   
     

About working for us:  

Our focus is to ensure we’re inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We’re committed to creating a consciously inclusive workplace where our colleagues can be themselves, thrive and perform at their best.  

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.  

As an inclusive employer, we offer Workplace Adjustments for colleagues with a disability (which may include long-term health and neurodivergent conditions) where it is reasonable to do so. This could include flexibility with regards to office attendance, location, and working pattern. We are proud to be a Disability Confident Leader. If you have a disability, you can also apply via our Disability Confident Scheme (DCS). Through the DCS, we guarantee to interview a fair and proportionate number of applicants with a disability, whose application meets the minimum criteria for the advertised job role.  

We also provide adjustments that are reasonable throughout the recruitment process to reduce or remove barriers for applicants with a disability, long-term health condition or neurodivergent condition. If you’d like an adjustment to the recruitment process just let us know 

We also offer a wide-ranging benefits package,  

• A generous pension contribution of up to 15% 

• An annual performance-related bonus 

• Share schemes including free shares 

• Benefits you can adapt to your lifestyle, such as discounted shopping 

• A range of wellbeing initiatives and generous parental leave policies 
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At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

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