What you’ll do
* Provide clients with expert guidance on funeral plans, helping them understand options and plan their perfect service in line with guidelines and regulations.
* Manage your own diary, making and receiving calls with clients, arranging face‑to‑face visits, and following up on enquiries.
* Keep accurate records in line with policies and regulations, ensuring all documentation is handled safely, discreetly and in a timely manner.
* Work closely with branch teams, supporting them with funeral‑plan enquiries and providing administrative assistance when required.
Qualifications & Experience
* Full UK driving licence and access to a vehicle.
* Experience in sales, customer service or financial services where you supported clients in purchasing appropriate products (advantageous but not required).
* Excellent communication skills and ability to build relationships with clients, colleagues and the local community.
* Strong attention to detail and accuracy, maintaining regulatory compliance.
* Excellent administrative and organisational skills, able to manage diary and travel to client meetings.
* High levels of empathy, discretion and care, with strong listening skills.
* Passion for delivering great service and achieving positive outcomes for clients.
Background Checks & Regulation
We will conduct DBS, adverse media checks and occupational health screening. We operate under FCA regulation and will provide all training required to become a certified colleague.
Benefits
* 30% discount on Co‑op branded products in food stores and other Co‑op services.
* 23 days holiday (pro‑rata, rising with service) plus bank holidays; holidays increase to 31 days after a year.
* Pension with up to 10% employer contributions.
* Employee Assistance Programme with confidential support, 24‑hour access.
* Virtual GP and free eye tests.
* Wagestream money‑management app for early pay access.
* Endless career development opportunities, including apprenticeships.
* Friendly, supportive team and a strong community impact.
* Flexible working patterns to fit your life.
If you need any reasonable adjustments to support you during the recruitment process or in your role, please let us know.
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