Graduate Opportunity for Financial Assessors 2024/2025 | How to Apply & Requirements

This exciting opportunity for finance graduates from management, finance, business or accounting fields will give you a permanent position as a Financial Assessor with IDM, which can lead to a position as Financial Consultant after completing training.

Graduate Opportunity for Financial Assessors

IDM, Intelligent Debt Management, is recruiting for Financial Assessors.

If you’ve just finished your qualification in any financial-industry-related field – like Management, Finance, Business, or Accounting, for example – then keep reading, you’ll want to hear this.

IDM has permanent opportunities available for young, fresh talent like you. If you come with energy, confidence, and ambition the rest will come.

What is the rest you ask? Growth, exposure, support, and a chance to help real people every day.

Who is IDM

Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.

The work we do and the way we do it makes a real, lasting difference to the lives of those we reach.

As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you!

The people who thrive here genuinely care about making a difference, are self-motivated and driven, creative thinkers and collaborators, and are hungry to learn and grow.


We are looking for intelligent and motivated graduates to join our Onboarding team as Financial Assessors, ultimately progressing into the Financial Consultant role within 6-12 months. As a Financial Assessor, you’ll contact consumers who need financial assistance and have expressed their interest in our services. First, you will gather their information and then you’ll provide them with a initial/light assessment of their financial position and educate them about the ways in which we can help them with our solutions.

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You will need to be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. As a Financial Assessor, you’ll be the first point of contact in a client’s debt management journey which makes you an important ambassador for the brand, and a significant part of our solution funnel. So, you’ll have to come with energy, friendliness, and professionalism.

Skills and Competencies we are looking for:

  • Driven and goal oriented.
  • Adaptability, resourcefulness, and organisation skills.
  • Assertiveness and empathy.
  • Active listening and good time-management skills.


  • Contact clients who have made enquiries with the company to gather information about their financial situation.
  • Assessing client financial information to determine their financial position.
  • Make outbound calls to potential clients.
  • Manage consumer engagements on our various platforms and/or Outbound Channels.
  • Provide excellent customer service and manage client expectations accordingly.
  • Transfer eligible consumers to our expert Financial Consulting team to complete a thorough assessment.


  • Bachelor’s degree/National Diploma.
  • Computer Literate.
  • Excellent communication skills, both written and verbal.
  • Motivated to grow into the Financial Consulting team.
  • Experience in a customer service or previous sales role will be advantageous.
  • Problem-solving skills.
  • Proficient in Microsoft Office would be advantageous.
  • Ability to work independently and as part of a team.
  • Growth mindset and a desire to learn.


  • Competitive salary and benefits package.
  • Opportunity to work with a talented team of professionals.
  • Chance to make a real difference in the lives of our clients.
  • Opportunity to grow and develop your career.
  • Access to bursaries to further your 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.
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How to Apply for Graduate Opportunity for Financial Assessors


Opportunity Closing Date
Company Offering the Opportunity


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