Funeral Memorial Consultant Employment Contract UK

Responsibilities reflected in the contract

• Guide families through suitable memorial options.
• Prepare accurate designs inscriptions and quotations.
• Check cemetery permissions and specifications.
• Manage orders deposits suppliers and updates.
• Resolve errors concerns and installation queries.

A realistic working scenario

You meet families, capture requirements for a memorial, draft proposals and renewal offers in the CRM and sales collateral, coordinate dates with arrangement and chapel teams, confirm ceremony details in funeral case and service records, and flag any identity, transfer, dignity or pricing exceptions to the funeral director or service manager for decision.

Outputs to agree

• Accurate proposal and renewal documents saved to the CRM and funeral case record.
• Customer account plan with pipeline stages, next actions and commercial commitments.
• Confirmed service schedule entries in ceremony and facility logs shared with arrangement teams.
• Escalation notice to the funeral director or service manager for identity, transfer or pricing exceptions.

Records and evidence

• Funeral case and service records including ceremony details and family instructions.
• CRM pipeline and customer account plans showing proposals and renewal history.
• Transfer, chain-of-custody and facility logs when arranging movement or use of facilities.
• Pricing and proposal versions, approvals and commercial correspondence.
• Communications record with families, celebrants and external agents saved to case files.
• Work records.

Reporting relationship

Typically reports to Line Manager or Department Manager. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

• You may create proposals, update CRM pipeline stages and book standard ceremony slots in funeral case records. You must not approve pricing exceptions, alter identity/transfer entries, or confirm facility changes beyond standard availability without escalation to the funeral director or service manager for approval.
• Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

• Phone.
• Email.

Workplace context

• Office, client premises, remote systems or assigned work locations.

Contract priorities

• Maintain and update CRM pipeline and customer account plans for memorials.
• Produce proposal and renewal records and store them against the funeral case.
• Coordinate ceremony bookings with arrangement, chapel and operations teams.
• Protect customer, family and operational records, reporting any suspected disclosure.
• Escalate identity, transfer, facility, dignity or pricing exceptions to the funeral director or service manager.

Information the employer should prepare

• the products cemeteries and sales area
• the pricing discount and deposit authority
• the design proof and sign-off process
• the supplier installation and lead-time duties
• the commission complaint and cancellation terms