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AFH Wealth Management is 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.
Job Responsibility:
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
Requirements:
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
What we offer:
Flexible working & holidays
Competitive holiday allowance, with annual buy & sell scheme options and your birthday off
Additional holiday days for long service
Invited to annual Christmas and Summer parties
Contributory pension scheme with Royal London
Death-in-service benefit
Discretionary annual bonus, following completion of a year’s service
MediCash app for cashback on health and wellbeing initiatives