Funeral Plan Lead Administrator

We're 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.

• 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.

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
• Liaise with third‑party providers and internal teams
• Support KPI tracking and reporting

Ensure full compliance with:

• Funeral Planning Authority (FPA) standards
• FCA regulations
• GDPR requirements
• Internal policies and procedures

• 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

• 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

• 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

Are you an experienced funeral professional ready to take the next step in your career?

• 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

• 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

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

• 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

• 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
• ZGP
  24 Service providing video and phone consultations, open referrals and prescription service
• Crisis 24 – Worldwide security and health information service
• Terminal illness support