Distinguished Financial Analyst based in Cape Town

3 days ago


Cape Town, Western Cape, South Africa Mancosa Full time

We are seeking a highly motivated and driven individual to join our team as a Financial Assessor. As a key member of our Onboarding team, you will play a crucial role in assessing the financial position of consumers who have expressed interest in our services.

This is an exciting opportunity for someone looking to grow into a Financial Consultant role within 6-12 months. You will be responsible for gathering client information, providing initial assessments, and educating them on how we can help with our solutions.

To succeed in this role, you must be a quick-thinking and decisive individual who can manage client expectations and answer their questions in a timely and informative manner. Excellent communication skills, both written and verbal, are essential.

You will also need to be comfortable using our systems to connect with clients and transfer them to the next stage in our process. Proficiency in Microsoft Office is beneficial, but not necessary.

As a Financial Assessor, you will be an important ambassador for our brand and a significant part of our solution funnel. We offer a competitive salary and benefits package, including access to bursaries to further your studies and short courses to advance your career within IDM.

The ideal candidate will be driven, adaptable, and possess excellent problem-solving skills. They will also have a growth mindset and a desire to learn. If you are looking for a challenging and rewarding role with opportunities for growth, then this could be the perfect opportunity for you.



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