Life Events Advisor (Vulnerable Customers)
š Weāre on a mission to make money work for everyone.
Weāre waving goodbye to the complicated and confusing ways of traditional banking.
After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well asĀ personal and business bank accounts, we offer joint accounts, accounts for 16-17 year olds, a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save, invest andĀ combine their pensions with us.Ā
With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers!
Weāre not about selling products - we want to solve problems and change lives through Monzo ā¤ļø
Hear from our UK team about what it's like working at Monzo āØ
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šUK Remote | š°Ā£28,050 - Ā£34,000 + Benefits | Hear from the team āØ
āOur Vulnerability, Inclusion, Accessibility & Bereavement team
Weāre looking for people with strong Vulnerable Customer experience to join our amazing 'Life Events' team.
Who will be offering support to third parties and next of kin, handling the bereavements of Monzo customers and supporting those looking to set up formal or informal third party access. We are looking for a person with previous experience in Bereavements processes in financial services, with excellent communication skills to support people going through grief, and an ability to work with people of all levels and backgrounds.
This can often be an emotionally challenging role, and you will need to show flexibility, resilience, and empathy in order to meet the needs of our customers.
šYouāll play a key role as you;Ā
- Communicate directly with next of kin and third parties following the disclosure of a bereavement, disclosure of a terminal illness, via email, chat and calls.
- Manage bereavements and third party access cases; Taking ownership by supporting our customers with formal and informal third party access such as Power of Attorney.
- Support our customers who are currently in custody/incarcerated.
- Deal with internal escalations and work closely with other domains in customer operations.
- 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.
š¤© Weād love to hear from you if;Ā
- You have previous experience supporting customers dealing with grief. Bereavements or major/significant life events experience is essential.Ā
- You should be able to demonstrate a strong track record of working with vulnerable customers or possess a robust understanding of bereavement support within the financial sector.Ā
- You have experience in managing probate-related disclosures and enquiries
- Youāre an excellent communicator talking on the telephone
The ability to take and make calls is an essential requirement for this role.
šWhatās in it for you
š°Ā£28,050 - Ā£34,000
šWe guarantee to approve time off on your birthday if it falls on a day youāre scheduled to work and itās outside of your training period.Ā
šThis role is remote.
šĀ£1,000 learning budget each year to use on books, training courses and conferences.
š”We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup.Ā
ā Plus lots more! Read our full list of benefits.
š The application journey has 3 key steps
- Application question reviewĀ
- A 30 minute call with our recruiterĀ
- A Role Specific Interview with two of our Team Managers (1 hour)Ā
Our average process takes around 2 weeks but we will always work around your availability.Ā
š§ LogisticsĀ
This role will be fully remote in the UK (You must be permanently based in the UK for this role).
The start date for this role will be Monday 10th November 2025.Ā
Training will be Monday to Friday 09:00-17:30 forĀ 10Ā weeks and this will be carried out remotely (please note that holidays and appointments are not allowed during the first 5 weeks)
Shifts will be Monday to Friday between 8am - 8pm inc bank holidays (37.5 hours)
#LI-REMOTE/CB
Equal opportunities for everyone
Diversity and inclusion are a priority for us and weāre making sure we have lots of support for all of our people to grow at Monzo. At Monzo, weāre embracing diversity by fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone. You can read more in our blog, 2024 Diversity and Inclusion Report and 2024 Gender Pay Gap Report.
Weāre an equal opportunity employer. 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 application stage š
