Funeral Plan Lead Administrator
Job description
Are you an experienced funeral professional ready to take the next step in your career?
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.
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’ll 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
Liaise with third-party providers and internal teams
Support KPI tracking and reporting
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’re 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’s 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