Overview
Funeral Plan Arranger
£25,369 per annum (£13.01 per hour) plus benefits • Full time 37.5 hours per week, Monday to Friday 9am-5pm • Mobile role covering Falkirk, Kilsyth and Livingston areas
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, ensuring 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.
Qualifications & Characteristics
* 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 a suitable product. 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 followed.
* Excellent admin and organisational skills, with the ability to work independently, manage your diary, and travel to client meetings when needed.
* 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 positive outcomes for clients.
Benefits
* 30% off Co-op branded products and 10% off other brands in Co-op stores 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 for confidential support 24/7.
* Virtual GP and free eye tests.
* Career development opportunities including apprenticeships.
* Friendly, supportive team and the knowledge that you make a difference to your community.
* Access to Wagestream – a money management app enabling access to a portion of pay as you earn it.
Building an inclusive work environment
We're actively building diverse teams and welcome applications from everyone. If you have a disability, we can make reasonable adjustments to the recruitment process. We are part of the Disability Confident scheme, meaning we'll offer an interview to disabled candidates who 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 invited to participate in the recruitment process, we will ask about any reasonable adjustments you need to participate. More about our recruitment process at jobs.coop.co.uk/apply-process and about the Disability Confident scheme and our diversity commitments at the Disability Confident Scheme/Co-op Colleagues and Diversity & Inclusion information.
If you're successful, we will perform pre-employment screening checks, including DBS and adverse media checks, and an occupational health questionnaire to ensure fitness for the role. We may also review your social media activity. This role will be conducted under FCA regulation, and training will be provided to become a 'certified colleague'. To advise clients on 'pre-need' funeral plans, FCA and financial integrity checks will be conducted to identify financial sanctions (e.g., CCJs or bankruptcy). Your credit score will not be checked as part of this process. Any offer of employment is conditional on the completion of pre-employment screening.
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