Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Generate leads through inbound and outbound calls while maintaining professional relationships.
- Company: Join AFH, a leading independent financial advisory firm with a vibrant culture.
- Benefits: Enjoy flexible working, competitive holidays, and a range of health perks.
- Why this job: Make an impact in a dynamic team and develop your communication skills.
- Qualifications: Strong communication skills and experience in call handling are essential.
- Other info: Great opportunities for professional development and fun social events await you!
The predicted salary is between 36000 - 60000 £ per year.
AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We are recruiting for a Client Engagement Executive for a 12 month fixed‑term contract. This is a full‑time position based in our Bromsgrove head office.
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.
As our Client Engagement Executive, you will be responsible for:
- 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
What we are looking for in our ideal Client Engagement Executive:
- 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
Benefits and Perks at AFH:
- 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 MediCash 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.
Apply today to register your interest in joining our team and learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.
Client Engagement Executive 12 Month FTC in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Engagement Executive 12 Month FTC in Bromsgrove
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on AFH Wealth Management. Understand their values, services, and what makes them tick. This will help you tailor your responses and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or family member. Focus on showcasing your communication skills and how you handle inbound and outbound calls. The more comfortable you are, the better you'll perform!
✨Tip Number 3
Show off your personality! As a Client Engagement Executive, having an outgoing and positive demeanour is key. Don’t be afraid to let your personality shine through during the interview – it’s all about making a connection!
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’d be a fantastic fit for the team!
We think you need these skills to ace Client Engagement Executive 12 Month FTC in Bromsgrove
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see your outgoing and positive demeanour reflected in your words. Don’t be afraid to show us who you are!
Tailor Your Application: Make sure to tailor your application to the Client Engagement Executive role. Highlight your experience with inbound and outbound calls, and how you’ve successfully managed customer relationships in the past.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that get straight to the heart of your skills and experiences. Remember, we’re looking for strong communication skills!
Apply Through Our Website: Don’t forget to apply through our careers website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand AFH Wealth Management and what the Client Engagement Executive role entails. Familiarise yourself with their services and values, so you can show genuine interest and align your answers with their mission.
✨Practice Makes Perfect
Rehearse common interview questions related to customer engagement and communication skills. Think about scenarios where you've successfully handled calls or managed customer relationships, as these will be key in demonstrating your fit for the role.
✨Show Off Your Skills
Highlight your IT skills, especially with tools like Outlook and MS Teams. Be ready to discuss how you manage multiple tasks and maintain accurate records, as this is crucial for the role. Use specific examples to illustrate your capabilities.
✨Be Yourself
AFH is looking for someone with an outgoing and positive demeanour. Let your personality shine through during the interview. Show enthusiasm for the role and the company, and don’t forget to ask questions that reflect your interest in their team culture and development opportunities.