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For Companies At a Glance
- Tasks: Support funeral plan sales and ensure compliance while providing exceptional care to families.
- Company: Values-driven co-operative focused on community engagement and service excellence.
- Benefits: Generous holiday, pension scheme, discounts, and wellbeing support.
- Other info: Join a respected organisation with opportunities for personal and professional development.
- Why this job: Make a meaningful difference during difficult times and grow your funeral career.
- Qualifications: 1 year funeral industry experience and strong communication skills required.
The predicted salary is between 13 - 16 £ per hour.
Are you an experienced funeral professional ready to take the next step in your career? We are looking for a compassionate, detail-driven and commercially aware Funeral Plan Lead Administrator on a 20-hour contract to play a vital role in supporting funeral plan sales, at-need arranging, compliance and branch performance across multiple locations. This is an exciting opportunity for someone with proven funeral experience who combines empathy and professionalism with strong administrative and compliance skills.
Why This Role Matters
You will sit at the heart of our Funeral Division - directly influencing:
- Client experience and satisfaction
- Funeral plan lead conversion and branch performance
- Regulatory compliance (FPA, FCA, GDPR)
- Community reputation and trust
Your work ensures families receive exceptional care while maintaining the highest professional and regulatory standards.
What You Will Be Doing
Funeral Plan Sales Administration & Compliance
- Act as the central point of contact for funeral plan enquiries
- Allocate, track and follow up sales leads across branches
- Process funeral plan fulfilments and redemptions accurately
- Maintain CRM and funeral administration systems
- Ensure full compliance with:
- Funeral Planning Authority (FPA) standards
- FCA regulations
- GDPR requirements
- Internal policies and procedures
Funeral Arranging & Client Care
- Meet with bereaved families and sensitively establish their needs
- Arrange funerals in line with procedures and professional standards
- Offer funeral services, masonry, and pre-need funeral plan products
- Coordinate with clergy, celebrants, crematoria and burial authorities
- Support Chapel of Rest visits when required
- Ensure dignified and respectful care of the deceased
- Manage all documentation accurately and efficiently
Sales & Branch Performance Support
- Follow up funeral plan enquiries through to conversion
- Support branches in achieving plan sales and funeral volume targets
- Assist with community engagement and local marketing initiatives
- Promote funeral planning within homes and the wider community
- Gather and report client feedback to drive service improvement
Operational & Financial Administration
- Receipt, reconcile and bank client payments
- Maintain petty cash controls
- Ensure funeral records are accurate and complete
- Maintain confidentiality and regulatory compliance at all times
- Adhere to Health & Safety, NAFD and FPA standards
What We Are Looking For
Essential:
- Minimum 1 year funeral industry experience (required)
- Strong understanding of funeral arranging processes
- Full UK Driving licence with access to own vehicle
- Experience working in a regulated or compliance-led environment
- Excellent communication and interpersonal skills
- Professional, empathetic approach with bereaved families
- Strong IT and CRM system skills
- High attention to detail and strong numeracy skills
- Ability to work independently and collaboratively
Desirable:
- Knowledge of funeral plan products and FCA-regulated sales
- Experience handling funeral plan redemptions
- Multi-faith funeral awareness and community understanding
- Experience converting enquiries into sales
Our Co-operative Difference
We are values-driven and community-focused. In this role, you will actively support:
- Member ownership and democratic participation
- Community engagement and local partnerships
- Reinvestment into our services for long-term sustainability
- Collaboration with other Co-operatives
Why Join Us?
This is more than an administrative role. It is an opportunity to:
- Develop your funeral career in a structured, regulated environment
- Make a meaningful difference to families during their most difficult times
- Contribute directly to service excellence and commercial success
- Work within a respected, values-led organisation
What We Offer
We offer a comprehensive benefits package including:
- 10% Colleague Discount in our food stores and coffee shops
- Double discount on 4-weekly pay weekends in our food stores
- Colleague discount on at-need funerals and pre-paid funeral plans
- Pension scheme 3.3% employer contribution
- 30 days holiday (incl bank holidays) rising with length of service
- FAB furniture discount of 15%
- Enhanced maternity pay
- Enhanced redundancy pay
- Discounts and savings platform - My Staff Shop
- Wagestream
- EAP with GP Access - referrals, prescription service, GP consultations, phone and in-person counselling
- Refer A Friend Scheme
- Long Service Award
- Support for eye care
- Financial and Wellbeing support from: Co-op Credit Union, Grocery Aid
- Life Insurance 2 x salary
- Health Assured Bereavement Support
- Health Assured Wellbeing Services, including My Healthy Advantage mobile app
- ZGP24 Service providing video and phone consultations, open referrals and prescription service
- Crisis 24 - Worldwide security and health information service
- Terminal illness support
Funeral Plan Lead Administrator in Cardiff employer: Heart Of England Cooperative Society
Contact Detail:
Heart Of England Cooperative Society Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Funeral Plan Lead Administrator in Cardiff
✨Tip Number 1
Network like a pro! Reach out to your contacts in the funeral industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Get involved in community events related to funeral services. This not only boosts your visibility but also shows your commitment to the field. Plus, it’s a great way to meet potential employers face-to-face!
✨Tip Number 3
Don’t underestimate the power of social media! Join groups and forums focused on funeral planning and administration. Engage with posts, share your insights, and connect with others in the industry.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly.
We think you need these skills to ace Funeral Plan Lead Administrator in Cardiff
Some tips for your application 🫡
Show Your Compassion: In your application, let us see your empathetic side! Share experiences where you've supported families or clients, as this role is all about providing care during tough times.
Be Detail-Driven: We love a candidate who pays attention to the little things. Make sure your application is free from typos and clearly outlines your relevant experience in the funeral industry and compliance.
Highlight Your Skills: Don’t forget to showcase your strong administrative skills and familiarity with CRM systems. We want to know how you can help us maintain our high standards and improve client satisfaction.
Apply Through Our Website: Ready to take the plunge? We encourage you to apply through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves!
How to prepare for a job interview at Heart Of England Cooperative Society
✨Know Your Stuff
Make sure you brush up on your funeral industry knowledge, especially around compliance and regulations like FPA and FCA. Being able to discuss these confidently will show that you're serious about the role and understand its importance.
✨Empathy is Key
Since you'll be dealing with bereaved families, it's crucial to demonstrate your compassionate side. Prepare examples of how you've handled sensitive situations in the past, showing that you can balance professionalism with empathy.
✨Showcase Your Admin Skills
This role requires strong administrative abilities, so be ready to talk about your experience with CRM systems and maintaining accurate records. Bring specific examples of how you've ensured compliance and accuracy in previous roles.
✨Engage with the Community
Highlight any experience you have with community engagement or local marketing initiatives. This shows that you understand the importance of building trust and reputation within the community, which is vital for this position.