Advancing Financial Adviser

Advancing Financial Adviser focuses on carry out standard customer service activities.

What the role involves

• Carry out standard customer service activities.
• Handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Assist with various requests for information, referring more complex matters to colleagues.
• Customer Relationship Management (CRM) Data.
• Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sa.

Confirmed role details

• Make calls (by telephone or in person) to allocated potential customers to develop relationships.
• Provide a first point of contact for resolving customer queries and complaints.
• Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal cod.
• Assist others by following established procedures.

Additional role context

• Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.