Are you a recent graduate looking to kick-start your career in the financial services industry? Do you want to make a meaningful impact while building a successful and fulfilling career? If so, the Financial Assessor Graduate Opportunity at Intelligent Debt Management could be the perfect fit for you. Intelligent Debt Management (IDM), an award-winning industry leader in financial advice and solutions, is offering a permanent graduate opportunity for motivated and driven individuals to join their Onboarding team as Financial Assessors.
Financial Assessor Graduate Opportunity Overview
- Position: Financial Assessor Graduate Opportunity
- Company: Intelligent Debt Management (IDM)
- Location: Cape Town, Western Cape
- Job Type: Permanent
- Division: Onboarding
- Business Unit: Financial Assessor
- Posted: 25 March 2025
- Closing Date: 14 April 2025
- Minimum Experience: Entry Level
- Industry: Financial Services
- Job Functional Area: Consulting
About the Financial Assessor Role
As a Financial Assessor at IDM, you will be responsible for helping clients take the first steps toward regaining control of their finances. In this entry-level role, you will play a vital part in a client’s debt management journey. You’ll connect with consumers who have shown interest in IDM’s services, gather information about their financial situation, and provide them with an initial assessment of their finances.
Key Responsibilities
- Client Engagement: You’ll initiate contact with clients who have made inquiries about IDM’s services. You’ll gather financial information and assess their situation to understand how IDM can help.
- Initial Assessment: Using the information gathered, you will provide clients with a preliminary assessment of their financial position, offering them clarity on the options available to them.
- Customer Service: As the first point of contact, you’ll be responsible for managing client expectations, answering queries, and ensuring that they feel heard and supported.
- Data Entry & System Usage: You will work with IDM’s systems to track and update client information, as well as transfer eligible clients to the Financial Consulting team for further evaluation.
- Outreach and Follow-Up: You will make outbound calls to potential clients and manage ongoing engagements on various platforms.
- Collaboration: You’ll work closely with a supportive team of professionals who are passionate about helping people manage their debt and financial challenges.
Skills & Competencies Needed
To succeed as a Financial Assessor at IDM, you will need the following skills and competencies:
- Driven and Goal-Oriented: A strong desire to succeed and make a difference.
- Adaptability and Resourcefulness: The ability to adapt quickly to new information and challenges.
- Assertiveness and Empathy: A balanced approach to providing clear, actionable advice while understanding the emotional impact financial difficulties can have on clients.
- Active Listening: Attentive listening skills that enable you to fully understand a client’s situation and provide appropriate solutions.
- Time Management: The ability to manage your workload efficiently and meet targets.
- Excellent Communication: Strong verbal and written communication skills to engage with clients and colleagues professionally.
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Requirements
To be considered for this graduate opportunity, you will need:
- A Bachelor’s degree or National Diploma in a financial-related field such as Finance, Business, Accounting, or Management.
- Computer literacy, with proficiency in Microsoft Office.
- Excellent communication skills, both verbal and written.
- A strong motivation to grow within the company and transition into a Financial Consulting role.
- Previous experience in customer service or sales will be advantageous.
- Strong problem-solving skills and the ability to work independently.
- A growth mindset and a desire to learn.
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How to Apply
If you’re ready to start your journey at IDM and take the first step toward a rewarding career in financial services, apply before 14 April 2025. Ensure your application reflects your passion for helping others, your academic achievements, and your desire to grow within the financial sector.
The Financial Assessor Graduate Opportunity at Intelligent Debt Management is the perfect starting point for graduates eager to make a real difference in the lives of others while embarking on a fulfilling career in the financial sector. With extensive training, growth opportunities, and a supportive work environment, IDM offers the ideal platform to start your career journey.
