Client Engagement Executive

Location:

Bromsgrove (B60 4JE
), 5 days per week on site

Contract type:
Permanent

Working hours:

Full‑time, 35 hours per week, Monday to Friday, 9am-5pm

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms and we are recruiting for a Client Engagement Executive to join us in our contact centre.

Our Client Engagement Executives are responsible for generating leads as a result of marketing activity across the business. You will be part of a growing team, handling both inbound and outbound customer calls. Candidates should have an outgoing and positive demeanour and a strong work ethic, with the ability to work well within a team environment.

• Managing a high volume of inbound and outbound calls generated through marketing activity
• Following communication scripts in line with FCA compliance
• Identifying customer needs
• Maintaining professional relationships with lead‑taking advisers to ensure fair distribution
• Keeping accurate records of all customer conversations within the internal CRM
• Meeting targets relating to the quality of conversations
• Attending training sessions to continuously improve knowledge and performance
• Any other reasonable request made by the Client Engagement Manager or Senior Management Team

• Excellent communication skills, especially listening
• Self motivated with a confident telephone manner
• Strong IT skills, including Outlook and MS Teams
• Ability to multitask, switching between systems, managing calls, emails, and the customer journey database
• Experience in a role where inbound and outbound calls are part of daily duties with KPIs

• Flexible working & holidays
  - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
• Social perks
  - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
• Pension
  - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
• Bonus scheme
  - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
• Health and wellbeing
  - The Medi Cash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
• Professional development
  - We are committed to helping you reach your potential by offering tailored learning and development programmes.
• Shopping discounts
  - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.