Graduate Opportunity – Financial Assessor

Company: Intelligent Debt Management (IDM)
Location: Cape Town, Western Cape, South Africa
Employment Type: Permanent
Division: Onboarding
Business Unit: Financial Assessor
Industry: Financial Services
Closing Date: 28 November 2025

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Role Overview

IDM is seeking energetic, motivated graduates to join their Onboarding team as Financial Assessors. This is an entry-level opportunity for individuals with qualifications in finance-related fields (Finance, Accounting, Management, Business, etc.) looking to gain experience in financial assessment and customer engagement.

As a Financial Assessor, you’ll be the first point of contact for clients seeking financial assistance. Your role will involve gathering client information, performing preliminary assessments, and transferring clients to Financial Consultants. Successful candidates can progress into the Financial Consultant role within 6–12 months.

Key Responsibilities

Contact clients who have made inquiries to gather information about their financial situation.
Assess client financial information to determine their financial position.
Make outbound calls to potential clients.
Manage consumer engagements across platforms and outbound channels.
Provide excellent customer service and manage client expectations.
Transfer eligible clients to the Financial Consulting team for full assessments.

Skills & Competencies

Driven, goal-oriented, and motivated to succeed.
Adaptable, resourceful, and highly organized.
Empathetic with strong assertiveness and active listening skills.
Ability to manage time effectively and work under pressure.
Quick-thinking and decisive, with excellent interpersonal skills.
Tech-savvy and comfortable using systems to manage client information.

Requirements

Bachelor’s degree or National Diploma in finance-related fields.
Computer literate; proficiency in Microsoft Office is advantageous.
Excellent verbal and written communication skills.
Motivated to grow into a Financial Consulting role.
Experience in customer service or sales is advantageous.
Strong problem-solving skills and a growth mindset.
Ability to work independently and collaboratively as part of a team.

Benefits

Competitive salary and benefits package.
Opportunities for career growth and professional development.
Extensive induction and role-specific training.
Access to bursaries and short courses to advance your career.
Medical and retirement annuity benefits.
Half-day off for your birthday.
Company transportation provided when applicable.

This role is ideal for graduates seeking an entry point into the financial services industry with clear growth opportunities into consultancy and client advisory roles.