Funeral Plan Arranger - Bristol and Weston-super-Mare

Closing date: 26-06-2025

£25,369.50 per annum (£13.01 per hour) plus benefits

Full time, 37.5 hours per week

Mobile role covering the Bristol and Weston-Super-Mare 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 an advocate for our Funeral Plans by being 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.
• Deliver a consistent client experience by following some structured wording which you can put your personality to in connecting with the client.
• Manage your own diary with interested client interactions by making and receiving calls as well arranging visits depending on the client needs. Through the advances of future technology appointments may also be pre-populated for you.
• Proactively follow up on any funeral plan enquiries you’ve received in a timely manner.
• 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 for when they’re introducing the offer of funeral plans in at need conversations, as well as support with any admin work when required.
• Champion our broader life services opportunities with clients so they’re fully aware of how Co-op can support with other life planning needs.
• Proactively seek opportunities to engage with your local community and be an ambassador for Co-op Funeralcare.
• Be responsible for your continued professional development in line with FCA regulations.

This role would suit people who have

• A full UK driving licence and access to a vehicle with business insurance.
• 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.
• An interest for continuous learning and professional development.
• This is a new role and team, ways of working will develop over time so having an openness to change will be important.

Why Co-op?

• You’ll get a fantastic benefits package including:
• 30% 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.
• 23 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.

At Co-op, we’re proud to do things a different way. As one of the world’s largest co-operatives, owned by millions of members, community is at the heart of what we do. Since our Co-op was founded in 1844, we’ve had a clear social purpose, and everything we do as a business helps to build a fairer world for our members, customers, colleagues, and communities.

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.

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.