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Funeral Plan Arranger

2 weeks ago

Poole, Poole, United Kingdom Co-op Full time £68,240 per year

Funeral Plan Arranger

£13.01 per hour plus benefits

Full time 37.5 hours per week or Part time 18.75 hours per week, working a variety of shifts Monday to Friday 9am-5pm

Mobile role covering Poole and Dorset

You'll need a full UK driver's licence and access to a vehicle for this job.

At Co-op Funeralcare, we take pride in helping families say the perfect goodbye to loved ones.

As a Funeral Plan Arranger, you'll be the first point of contact for funeral plans, delivering outstanding client experience and helping clients and colleagues with any funeral plan enquiries and sales. In this role no two days will look the same: you'll manage your own calendar to meet clients across your region, follow up on enquiries and build relationships in your local community.

What you'll do

·       Provide clients with expert guidance on funeral plans, helping them to understand their options and plan their perfect service, in line with guidelines and regulations. 

·       Manage your own diary, making and receiving calls with clients or arranging face -to-face visits, as well as follow up on any enquiries you've received.

·       Keep accurate records in line with policies and regulations, making sure all client documentation is managed safely, with discretion, and in a timely manner.

·       Work closely with the branch teams, providing guidance and support on funeral plans enquiries, as well as support with any admin work when required.

This role would suit people who have

·       A full UK driving licence and access to a vehicle.

·       Ideally worked in sales, customer service, financial services and other client facing roles where you've supported a client in purchasing the correct product to serve their needs. This experience would be advantageous, but not required.

·       Excellent communication skills, with the ability to build meaningful relationships with clients, colleagues, and the local community.

·       A keen eye for detail and accuracy, to make sure regulatory policies and processes are always adhered to.

·       Excellent admin and organisational skills, with the ability to work on your own and manage your diary, as well as travel to client meetings and support the branch teams when necessary.

·       High levels of empathy, discretion, and care; with strong listening skills and the ability to carefully follow and understand client's needs in a time of vulnerability.

·       A passion for delivering great service and providing good outcomes for clients.

Why Co-op?

You'll get a fantastic benefits package including:

· % off Co-op branded products and 10% off other brands in our food stores all year-round as well as discounts on other Co-op products and services.

· days holidays (pro rata, rising with service).

·       a pension with up to 10% employer contributions.

·       access to our Employee Assistance Programme which offers confidential advice and support on anything you're struggling with, 24 hours a day.

·       access to virtual GP and free eye tests.

·       endless career development opportunities including apprenticeships.

·       friendly, supportive team and the knowledge that you make a huge difference to your community.

·       access to Wagestream - a money management app that gives you access to a percentage of your pay as you earn it.

Building an inclusive work environment 

We're actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job.

We'll ask whether you'd like to be considered under the Disability Confident scheme when you apply. 

If we invite you to take part in the recruitment process for any of our jobs, we'll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at   

You can find out more about the Disability Confident scheme at Disability Confident Scheme - Co-op Colleagues and more about our commitments to diversity and inclusion at Diversity and Inclusion

If you're successful in your application, we'll perform some background checks as part of our pre-employment screening process. These will include a DBS (disclosure and barring service) and adverse media checks, and an occupational health questionnaire (to ensure you are fit to perform the role). We'll also check your social media activity on platforms like Facebook, Twitter and Instagram. 

In this role you'll work under FCA regulation – we'll provide you with all the training you need to become a 'certified colleague'.

To make sure you're eligible to advise clients on 'pre-need' funeral plans as a 'certified colleague', we'll perform FCA (Financial Conduct Authority) and financial integrity checks. These aim to identify financial sanctions such as CCJs (county court judgements) or bankruptcy. Your credit score will not be checked as part of this process.

Any offer of employment made will be conditional upon the completion of pre-employment screening checks.