Financial Adviser: Customer Growth & Solutions

Posted 6 days 6 hours ago by Old Mutual Limited

Permanent
Full Time
Other
Suffolk, Sproughton, United Kingdom, IP8 3
Job Description

Old Mutual Limited is seeking a customer-focused professional to support standard service activities, handle inquiries, and assist with visitor requests. You will ensure CRM data accuracy, clarify customer needs, and help develop relationships through proactive outreach and data-driven insights.

The role emphasizes compliance with procedures, routine business development tasks, and identifying sales opportunities while delivering consistent customer support across touchpoints.