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IDM Financial Assessor Graduate Programme 2024

Kickstart Your Career: Graduate Opportunity as a Financial Assessor at IDM

  • Position: Financial Assessor
  • Company: Intelligent Debt Management
  • Location: Cape Town, Western Cape
  • Contract: Permanent
  • Closing Date: 30 November 2023

Who We Are

IDM is not just a workplace; it’s a place where your financial qualifications meet real-world impact.

As a leader in financial advice and solutions, we operate in an underserved market, making a lasting difference in people’s lives.

Why IDM?

  • Meaningful Work: We go beyond the financial sector, adding purpose to your career.
  • Growth Opportunities: With big plans for the future, IDM is the place to be for personal and professional development.
  • Culture: Thrive in a supportive and vibrant culture where your contribution matters.

Financial Assessor Role

What You’ll Do

  • Initial Assessments: Gather information from consumers seeking financial assistance.
  • Client Education: Provide light assessments of their financial position and educate them about our solutions.
  • Client Engagement: Be the first point of contact in a client’s debt management journey, representing our brand.
  • Tech-Savvy: Use systems to connect with clients and transfer them to the next stage in our process.

What We Look For

  • Skills and Competencies:
    • Driven and goal-oriented.
    • Adaptability, resourcefulness, and organization skills.
    • Assertiveness and empathy.
    • Active listening and good time-management skills.
  • Responsibilities:
    • Contact clients for financial information.
    • Assess client financial information.
    • Make outbound calls to potential clients.
    • Manage consumer engagements on various platforms.
    • Provide excellent customer service.
    • Transfer eligible consumers to the Financial Consulting team.
  • Requirements:
    • Bachelor’s degree/National Diploma.
    • Computer Literate.
    • Excellent communication skills.
    • Motivated to grow into the Financial Consulting team.
    • Experience in customer service or previous sales role advantageous.
    • Problem-solving skills.
    • Proficient in Microsoft Office.
    • Ability to work independently and as part of a team.
    • Growth mindset and a desire to learn.


  • Competitive salary and benefits package.
  • Work with a talented team of professionals.
  • Make a real difference in the lives of our clients.
  • Opportunity to grow and develop your career.
  • Access to bursaries for further studies.
  • Short courses to advance your career within IDM.
  • Medical & Retirement Annuity Benefits and more.
  • Half a day off for your birthday.
  • Company Transportation provided when applicable.

Apply Now!

If you’ve just graduated and want to use your qualifications for good, IDM is the place for you.

Bring your energy, confidence, and ambition, and let’s make a difference together.

Apply now and start your journey with IDM!

Join our free TELEGRAM channel and never miss a Learnership again.