Are you a recent graduate looking for an exciting career in the financial services sector? Intelligent Debt Management (IDM) in Cape Town, Western Cape, is offering a Graduate Opportunity – Financial Assessor that could be the perfect starting point for your career. This is a permanent role with an excellent chance for growth, learning, and making a meaningful impact in people’s lives.
Financial Assessor Graduate Opportunity Overview
- Position: Graduate Opportunity – Financial Assessor
- Company: Intelligent Debt Management (IDM)
- Location: Cape Town, Western Cape
- Job Type: Permanent
- Posted: 12 August 2025
- Closing Date: 29 August 2025
- Division: Onboarding
- Business Unit: Financial Assessor
- Minimum Experience: Entry Level
- Industry: Financial Services
- Job Functional Area: Consulting
Responsibilities
- Engage with clients who have reached out to IDM to discuss their financial situation.
- Assess client financial information to determine their current position.
- Make outbound calls to potential clients and guide them through the initial assessment process.
- Manage consumer engagements across various platforms, ensuring excellent customer service.
- Transfer qualified consumers to the Financial Consulting team for a detailed assessment.
- Use IDM’s technology systems to streamline client interactions and provide seamless service.
Requirements
We are looking for intelligent, motivated, and ambitious graduates to join our team. Key attributes for success in this role include:
- Driven and goal-oriented – You are motivated to achieve targets and strive for excellence.
- Adaptability and organization – The ability to manage multiple tasks effectively in a dynamic environment.
- Assertiveness and empathy – You can confidently guide clients while maintaining a compassionate and understanding approach.
- Active listening and time management – You can understand client needs and manage your time effectively.
Educational Requirements
- A Bachelor’s degree or National Diploma in a finance-related field (e.g., Business, Finance, Accounting).
- Computer literate with proficiency in Microsoft Office.
- Excellent written and verbal communication skills.
- Motivation to grow into a Financial Consultant role.
- Experience in customer service or sales is an advantage.
- Problem-solving skills and the ability to think on your feet.
- The ability to work independently and as part of a team.
Training & Career Growth
At IDM, you won’t just be stepping into a job; you’ll be embarking on a career journey. You’ll receive extensive training, both in the onboarding process and role-specific skills, ensuring you are fully prepared for success. With consistent performance, you can progress to the Financial Consultant team within 6-12 months, where you’ll have the opportunity to make an even greater impact.
Benefits of Joining IDM
- Competitive salary and benefits package.
- Opportunities for growth and career advancement within the company.
- Access to bursaries for further studies and short courses to enhance your skills.
- Medical and Retirement Annuity Benefits.
- A half-day off for your birthday to celebrate your special day.
- Company transportation where applicable.
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How to Apply
- Visit the Intelligent Debt Management Careers Page
- Submit your updated CV and cover letter, highlighting your qualifications and why you’re a great fit for the role.
- Ensure your contact details are up to date for the recruitment team to reach out to you.
- Applications must be submitted before the closing date, 29 August 2025.
This is an exciting Graduate Opportunity for those who have recently completed a financial-related qualification. IDM is offering a dynamic career path in the financial services sector, where you can grow, make a real difference, and enjoy continuous professional development. If you are driven, motivated, and eager to learn, this could be the perfect opportunity to launch your career.
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