IDM Graduate Opportunities – A Life Changing Experience
Additional Information
Job Title: Graduate Opportunity – Financial Assessor
Company: Intelligent Debt Management (IDM)
Location: Cape Town, Western Cape
Employment Type: Permanent
Industry: Financial Services
Functional Area: Consulting – Onboarding Division
Posted Date: 02 May 2025
Closing Date: 09 May 2025
Background & Job Description
Are you a recent graduate looking to launch your career in the financial services industry while making a real impact in people’s lives? IDM, South Africa’s leading debt management company, has opened an exceptional opportunity for graduates in financial disciplines to join their team as Financial Assessors. Based in Cape Town, this full-time, permanent position is perfect for energetic, driven individuals looking to enter the financial sector with purpose.
IDM is renowned for empowering South Africans with effective financial solutions. This graduate opportunity is designed to fast-track your development into a Financial Consultant role within 6–12 months. You’ll be the first point of contact for clients beginning their journey toward financial stability, offering preliminary assessments and guidance. This role is more than just a job—it’s the gateway to a rewarding and impactful career.
Tasks
As a Financial Assessor, your daily responsibilities will include:
- Contacting clients who have enquired about financial assistance.
- Gathering and verifying key information about their financial situations.
- Providing an initial assessment of the client’s financial position.
- Educating clients about IDM’s financial solutions and offerings.
- Managing client expectations with professionalism and empathy.
- Making outbound calls to potential leads and responding on various platforms.
- Seamlessly transferring eligible clients to the Financial Consultant team.
- Using IDM’s internal systems for communication and data capturing.
- Representing the IDM brand with energy, care, and precision.
Qualifications
To be considered for this role, applicants must meet the following educational criteria:
- A Bachelor’s degree or National Diploma in a finance-related field, including:
- Financial Management
- Accounting
- Business Administration
- Economics
- Banking
- Any other commerce-related discipline
- Basic computer literacy is essential.
- Proficiency in Microsoft Office will be advantageous.
Experience
This role is ideally suited for entry-level graduates, although the following experience and skills would be a bonus:
- Previous customer service or sales experience is advantageous.
- Strong communication skills – both written and verbal.
- Problem-solving mindset with a high degree of empathy.
- The ability to listen actively and respond with clarity.
- Tech-savvy and capable of working with multiple communication platforms.
- A growth mindset and eagerness to learn and evolve within the company.
Benefits
IDM values its team and invests in growth and development. As a Financial Assessor, you will enjoy:
- Competitive salary and benefits package.
- Access to career development through short courses and bursaries.
- The chance to work with a team of industry-leading professionals.
- Opportunity to transition into a Financial Consultant role within 6–12 months.
- Medical and retirement annuity benefits.
- A half-day off on your birthday to celebrate you.
- Company transportation, provided when applicable.
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