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Client Engagement Executive

AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, and a competitive salary and range of benefits. This role will be based in our Bromsgrove head office 5 days per week. 

Client Engagement Executives (CEE’s) are responsible for generating leads as a result of marketing activity across the business.   You will be part of a growing team, handling customer calls both inbound and outbound.  Candidates should have an outgoing and positive demeanour, a good work ethic whilst working with others in a team environment.

As our Client Engagement Executive you will typically:

Managing large amounts of calls as a result of marketing activity both inbound and outbound

Following communication scripts in accordance with FCA compliance

Identifying customer needs

Maintain professional relationships with all lead taking advisers ensuring a fair distribution

Maintaining accurate records of all customer conversations recording them against the internal CRM

Meet targets in terms of quality of conversations

Attending training sessions to continuously improve knowledge and performance

Any other reasonable request made by the Client Engagement Manager or other members of the Senior Management Team 

What we are looking for in our ideal Client Engagement Executive:

Excellent communications skills, especially listening

Excellent IT skills including Outlook and MS Teams

An ability to multitask will prove vital, as you will have to switch between multiple systems while helping customers and also switch channels frequently from the phone to email and using the customer journey database. 

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 to pursue your career goals.

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, or learn more about the