Graduate Opportunity

Graduate Opportunity - Financial Assessor Attention Graduates We have an opportunity for you to use your qualifications for good. If you’ve just finished your qualification in any financial‑industry‑related field – like Management, Finance, Business, or Accounting – then you’ll want to hear this. IDM has permanent opportunities available for young, fresh talent. If you come with energy, confidence, and ambition, the rest will follow. We offer growth, exposure, support, and a chance to help real people every day. 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. We are an award‑winning industry leader in financial advice and solutions, positioned to operate in a largely underserved market and continuing 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. Summary 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 interest in our services. You will gather their information and provide them with a brief assessment of their financial position and educate them about the ways we can help with our solutions. You need to be quick‑thinking and decisive, manage client expectations, and answer their questions promptly. As the first point of contact in a client’s debt‑management journey, you will be an important ambassador for the brand and a significant part of our solution funnel. Come with energy, friendliness, and professionalism. Tech savvy will be beneficial as you’ll use our systems to connect with clients and transition them to the next stage (Financial Consultants). Financial Assessors are a key part of our consumers’ journey. We provide extensive induction and role‑specific training to ensure you’re fully prepared for the challenge. Top performers have great potential to join our Financial Consulting team for even greater impact on consumers’ lives. Skills And Competencies We Are Looking For Driven and goal‑oriented. Adaptability, resourcefulness, and organisational skills. Assertiveness and empathy. Active listening and good time‑management skills. Responsibilities Contact clients who have made enquiries with the company to gather information about their financial situation. Assess 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. Requirements Bachelor’s degree or 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. Benefits 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 and retirement annuity benefits and more. Half a day off for your birthday. Company transportation provided when applicable. #J-18808-Ljbffr