Placement: Cape Town, Western Cape
Job Type: Permanent
Best Before: 19 December 2025
Division: Onboarding
Business Unit: Financial Assessor
Minimum experience: Entry Level
Company primary assiduity: Financial Services
Job functional area: Consulting
Job Description
- Attention Graduates! We’ve an occasion for you to use your qualifications for good.
- still, Finance, Business, If you’ve just finished your qualification in any fiscal- assiduity- related field – suchlike operation.
- IDM has endless openings available for youthful, fresh gift like you. However, confidence, and ambition the rest will come, If you come with energy.
- What’s the rest you ask? Growth, exposure, support, and a chance to help real people every day.
Who’s IDM
Are you looking to use your recently 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 assiduity leader in fiscal advice and results, IDM is deposited to operate in a largely underserved request and will continue to grow. We’ve big plans for our future, and that could include you!
The people who thrive then authentically watch about making a difference, are tone- motivated and driven, creative thinkers and collaborators, and are empty to learn and grow.
Summary
We’re looking for intelligent and motivated graduates to join our Onboarding platoon as Financial Assessors, eventually progressing into the Financial Adviser part within 6- 12 months. As a Financial Assessor, you’ll contact consumers who need fiscal backing and have expressed their interest in our services. First, you’ll gather their information and also you’ll give them with a original/ light assessment of their fiscal position and educate them about the ways in which we can help them with our results.
You’ll need to be a quick- thinking and decisive existent who can manage customer prospects and answer their questions in a timely and instructional manner. As a Financial Assessor, you’ll be the first point of contact in a customer’s debt operation trip which makes you an important minister for the brand, and a significant part of our result channel. So, you’ll have to come with energy, benevolence, and professionalism.
In addition, you’ll be using our systems to connect with guests and transfer them to the coming stage in our process (Financial Consultants) – so being tech expertise will be salutary. fiscal Assessors are a crucial part of our consumers’ trip. We’ll give expansive induction and part specific training to you, to insure that you’re completely prepared for the challenge.
What makes this part indeed more, is that there are numerous openings to grow. Should you find yourself being a top pantomime, there’s great eventuality for you to join our Financial Consulting platoon, where you can make an indeed lesser impact on the lives of consumers.
Chops and capabilities we’re looking for:
- Driven and thing acquainted.
- Rigidity, resourcefulness, and organisation chops.
- Fierceness and empathy.
- Active listening and good time- operation chops.
Liabilities
- Contact guests who have made enquiries with the company to gather information about their fiscal situation.
- Assessing customer fiscal information to determine their fiscal position.
- Make outbound calls to implicit guests.
- Manage consumer engagements on our colorful platforms and/ or Outbound Channels.
- give excellent client service and manage customer prospects consequently.
- Transfer eligible consumers to our expert Financial Consulting platoon to complete a thorough assessment.
Conditions
- Bachelor’s degree National Diploma.
- Computer knowledgeable.
- Excellent communication chops, both written and verbal.
- Motivated to grow into the Financial Consulting platoon.
- Experience in a client service or former deals part will be profitable.
- Problem- working chops.
- Complete in Microsoft Office would be profitable.
- Capability to work singly and as part of a platoon.
- Growth mind-set and a desire to learn.
Benefits
- Competitive payment and benefits package.
- Occasion to work with a talented platoon of professionals.
- Chance to make a real difference in the lives of our guests.
- Occasion to grow and develop your career.
- Access to bursaries to foster your studies.
- Short courses to advance your career within IDM.
- Medical & Retirement Annuity Benefits and further.
- Half a day off for your birthday.
- Company Transportation handed when applicable.
COMPLETE YOUR ONLINE APPLICATION HERE
