Location: Cape Town, Western Cape, South Africa
Job Type: Permanent
Closing Date: 28 November 2025
About Intelligent Debt Management
Intelligent Debt Management (IDM) is an award-winning financial services company committed to providing meaningful solutions to consumers in underserved markets. By combining innovative financial advice with practical solutions, IDM helps clients take control of their financial situations. The company prides itself on creating a supportive, growth-oriented environment for young professionals, where energy, creativity, and ambition are valued.
Graduate Financial Assessor Opportunity
IDM is looking for motivated and intelligent graduates to join their Onboarding team as Financial Assessors. This is an excellent entry-level opportunity for individuals who have recently completed a qualification in any financial-industry-related field such as Finance, Accounting, Business, or Management.
Role Purpose
As a Financial Assessor, you will be the first point of contact for consumers seeking financial assistance. Your primary responsibilities will include:
- Contacting clients who have enquired about IDM services
- Gathering financial information and providing an initial assessment
- Educating clients on available solutions
- Managing consumer engagements across various platforms
- Transferring eligible clients to the Financial Consulting team for further assistance
This role is a stepping stone to the Financial Consultant position, which you could progress into within 6–12 months.
Key Responsibilities
- Make outbound calls and manage client interactions professionally
- Assess client financial information to determine their financial position
- Provide excellent customer service while managing client expectations
- Use IDM systems to record and transfer client information accurately
- Contribute positively to the Onboarding team and company goals
Skills and Competencies
To succeed as a Financial Assessor, candidates should have:
- Strong communication skills (verbal and written)
- Computer literacy and tech-savviness
- Active listening, problem-solving, and time management skills
- Assertiveness, empathy, and adaptability
- A growth mindset and desire to learn and progress
Requirements
- Bachelor’s degree or National Diploma in a financial-related field
- Computer literacy, with proficiency in Microsoft Office being advantageous
- Motivated to grow into a Financial Consulting role
- Customer service or sales experience is a plus
- Ability to work independently and collaboratively in a team environment
Benefits
- Competitive salary and benefits package
- Career growth opportunities and mentorship
- Short courses and bursaries for further studies
- Access to Medical and Retirement benefits
- Half-day off for your birthday
- Company-provided transportation when applicable
Why Apply
This role offers graduates a chance to kick-start their career in the financial services sector while making a real difference in clients’ lives. IDM supports professional growth, offers hands-on training, and provides exposure to practical financial solutions that empower both clients and employees.
How to Apply
Interested graduates should submit their application online before 28 November 2025. Make sure your CV highlights your academic achievements, relevant skills, and any prior experience in customer service, finance, or sales.
Apply Online Financial Assessor role at Intelligent
Conclusion
The Financial Assessor role at Intelligent Debt Management (IDM) is an ideal opportunity for recent graduates looking to launch their careers in the financial services sector. With hands-on training, exposure to real clients, and a clear pathway to becoming a Financial Consultant, this position offers both professional growth and the chance to make a meaningful impact on people’s financial well-being. If you are driven, eager to learn, and ready to take the first step in a rewarding career, this is the perfect opportunity to apply before the 28 November 2025 closing date.