Funeral Plan Arranger - Chichester

Co-op Group; Chichester; On-site; GBP 24,000; Full time

Job summary

A community-focused organization in Chichester is seeking a Funeral Plan Arranger to provide expert guidance on funeral plans. The role requires excellent communication skills and the ability to build meaningful relationships with clients. You will manage your diary and client interactions while ensuring compliance with regulations. This position offers competitive pay and benefits including career development opportunities and discounts on Co-op products.

Benefits

30% off Co-op branded products

23 days holidays (pro rata)

Pension with up to 10% employer contributions

Access to Employee Assistance Programme

Career development opportunities

Qualifications

• A full UK driving licence and access to a vehicle.
• Experience in sales, customer service, or client-facing roles is advantageous.
• Ability to build meaningful relationships.
• Excellent admin and organizational skills.

Responsibilities

• Provide clients with expert guidance on funeral plans.
• Manage your own diary and interact with clients.
• Keep accurate records as per policies and regulations.
• Support branch teams with funeral plans enquiries.

Skills

Excellent communication skills

Attention to detail

Customer service experience

Organizational skills

Empathy and discretion

Job description

Overview

Funeral Plan Arranger. £23,369 per annum (£13.01 per hour) plus benefits. Full time 37.5 hours per week, Monday to Friday 9am-5pm. Mobile role covering Chichester, Worthing and the surrounding West Sussex area. 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.

Responsibilities

• 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.

Requirements / Qualifications

• A full UK driving licence and access to a vehicle.
• Ideally experience in sales, customer service, financial services or other client-facing roles; 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 ensure regulatory policies and processes are adhered to.
• Excellent admin and organisational skills with the ability to work independently, manage your diary, and travel to client meetings.
• 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.

Benefits

• 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).
• Pension with up to 10% employer contributions.
• Access to Employee Assistance Programme with confidential support 24/7.
• Access to virtual GP and free eye tests.
• Career development opportunities including apprenticeships.
• Friendly, supportive team and the opportunity to make a difference in your community.
• Access to Wagestream for earned-wage access.

Company & Diversity

At Co-op, we're owned by our members and committed to diversity and inclusion. We welcome applications from everyone and will provide reasonable adjustments in recruitment where needed. We are part of the Disability Confident scheme and will offer an interview to disabled candidates who meet the minimum criteria for a job.

Pre-employment & Compliance

If you are successful, we will perform pre-employment screening including DBS and adverse media checks, an occupational health questionnaire, and checks of your social media activity. In this role you will work under FCA regulation and will be trained to become a certified colleague. Pre-employment checks will include FCA and financial integrity checks to identify financial sanctions; your credit score will not be checked. Any offer will be conditional upon the completion of these checks.

To make sure you're eligible to advise clients on pre-need funeral plans as a certified colleague, participation in these checks is required.

For more information on our apply process, visit jobs.coop.co.uk/apply-process. More about the Disability Confident Scheme is available through the Co-op resources on Diversity and Inclusion.