Intelligent Debt Management (IDM) invites South African unemployed graduates to apply for the Financial Assessor Graduate Opportunity 2025/2026.
Application Closing Date: 19 December 2025
Location: Cape Town, Western Cape
Position Type: Permanent
Division: Onboarding – Financial Assessor
About the Opportunity
If you’re a recent graduate eager to use your Finance, Accounting, Business, Management, or related qualification to make a real difference, IDM has the perfect opportunity for you. IDM is South Africa’s leading and award-winning financial services organisation specialising in helping consumers regain financial stability.
This permanent role is ideal for ambitious, energetic graduates who want to grow quickly in the financial sector—starting as a Financial Assessor and progressing into a Financial Consultant role within 6–12 months.
IDM operates within an underserved market and continues to expand, offering highly meaningful work and significant room for career development.
About IDM
IDM is known for transforming lives by helping consumers manage debt, improve financial wellness, and build better futures. As a Financial Assessor, you become the first contact point in a client’s financial journey, making you an important ambassador of the brand.
Those who thrive at IDM are:
- Driven and self-motivated
- Empathetic and people-centred
- Curious, collaborative, and eager to grow
- Passionate about adding real value
What the Role Involves
As a Financial Assessor, you will:
- Contact consumers who have expressed interest in IDM’s services
- Gather and evaluate their financial information
- Perform an initial assessment of their financial position
- Educate clients about IDM’s debt relief solutions
- Manage customer expectations and provide excellent service
- Transfer qualifying clients to the Financial Consulting team
- Use IDM systems and outbound channels to communicate effectively
This role requires fast thinking, strong communication skills, and a friendly, professional approach.
Skills and Competencies Needed
- Driven and goal-oriented
- Adaptable, resourceful, organised
- Assertive yet empathetic
- Active listening skills
- Good time management
- Tech-savvy, comfortable with digital platforms
Minimum Requirements
- Bachelor’s Degree or National Diploma
- Computer literate
- Excellent verbal and written communication
- Desire to progress into the Financial Consulting team
- Customer service or sales experience (advantageous)
- Problem-solving skills
- Microsoft Office proficiency (advantageous)
- Ability to work independently and collaboratively
- Growth mindset and willingness to learn
Benefits of Working at IDM
- Competitive salary and benefits package
- Career growth into Financial Consulting
- Access to bursaries for further studies
- Short courses to advance your career
- Medical aid & retirement annuity benefits
- Supportive, talented team environment
- Company transportation (where applicable)
- Half-day off on your birthday
- Opportunity to change lives every day
How to Apply
Click here to apply for the IDM Financial Assessor Graduate Opportunity 2025/2026:
👉 Click here to apply for Financial Assessor Graduate Opportunity