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.
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 with KPIs
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.
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