Funeral Plan Arranger - Bristol

Co-op; Gloucester; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A community-focused funeral services provider is seeking a Funeral Plan Arranger to help clients navigate their options and plan services. The role requires effective communication and a UK driving licence to manage a mobile role covering the Avon region. This full-time position offers competitive pay and various benefits, including holiday entitlement and career development opportunities.

Benefits

30% off Co-op branded products

Pension with up to 10% employer contributions

Access to Employee Assistance Programme

Career development opportunities

Access to Wagestream

Qualifications

• Full UK driving licence and access to a vehicle.
• Experience in sales or client-facing roles is advantageous.
• High levels of empathy and discretion.

Responsibilities

• Provide expert guidance on funeral plans to clients.
• Manage your own diary and follow up on client enquiries.
• Keep accurate client records following policies.

Skills

Excellent communication skills

Strong listening skills

Customer service experience

Job description

Overview

Funeral Plan Arranger

£25,369 (£13.01 per hour) plus benefits. Full-time 37.5 hours per week, Monday to Friday 9am-5pm. Mobile role covering Bristol and parts of the surrounding Avon region.

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.

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, ensuring 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.

What we’re looking for

• A full UK driving licence and access to a vehicle.
• Ideally experience in sales, customer service, financial services or other client-facing roles where you’ve helped a client purchase the right product; this is 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 ensure regulatory policies and processes are followed.
• Excellent admin and organisational skills, with the ability to work independently, manage your diary, travel to client meetings, and support branch teams when necessary.
• High levels of empathy, discretion, and care; strong listening skills and the ability to understand client needs in times of vulnerability.
• A passion for delivering great service and providing good outcomes for clients.

Why Co-op?

• 30% off Co-op branded products and 10% off other brands in our food stores all year-round, plus discounts on other Co-op products and services.
• 23 days holidays (pro rata, rising with service).
• A pension with up to 10% employer contributions.
• Access to our Employee Assistance Programme offering confidential advice and support 24 hours a day.
• Access to virtual GP and free eye tests.
• Endless career development opportunities including apprenticeships.
• A 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 jobs.coop.co.uk/apply-process. 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.

Pre-employment checks

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 be eligible to advise clients on ‘pre-need’ funeral plans as a ‘certified colleague’, we’ll perform FCA and financial integrity checks. These checks aim to identify financial sanctions such as CCJs (county court judgments) 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.