Embrace, support and deliver the End of Life vision in a professional, honest, caring and empathetic manner. Confidently manage, support and process all funeral plan enquiries. Sell, arrange and administer funeral and memorial plans and aftercare services. Maintain compliance in line with company policies and procedures, Financial Conduct Authority (FCA) regulations and statutory legislation, internal KPI’s, the Funeral Director’s code and the FCA’s Code of Conduct rules. Engage and complete relevant FCA CPD requirements. Ensure funeral plan enquiries, and the administration of, are handled in a timely manner. Receive payments from clients and complete administration of financial documentation including weekly reconciliations and internal reporting. Report complaints or negative feedback to Line Manager and support in the investigation to ensure a timely resolution. Support vulnerable clients where appropriate. Be proactive in community engagement initiatives. Be numerically and financially aware. Knowledge or experience of funerals and funeral plan environment (desirable). Be IT literate and a competent user of MS Office. Be organised with strong attention to detail and accuracy. Display resilience and be able to work as part of a team. Have a high level of understanding, empathy, and compassion. Knowledge of FCA regulated industry (desirable). We offer: 31 days of annual leave (including bank holidays) increasing over time to a maximum of 36 days after 10 years’ service. 20% discount in stores. Share incentive plan. Free onsite parking at our Lakeside Head Office. Opportunities to develop your skills through apprenticeships and our own in-house training & development programmes. If we receive a high volume of relevant applications, we may close the advert earlier than the advertised date, so please apply as soon as you can.
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