(IDM) Financial Assessor Graduate Opportunity 2025

Intelligent Debt Management (IDM) is inviting unemployed South African graduates to apply for its Financial Assessor Internship Programme 2025.

Application Closing Date: 09 May 2025
Location: Cape Town, Western Cape, South Africa
Job Type: Permanent | Entry-Level | Financial Services

Are you a recent graduate with a qualification in Finance, Accounting, Business, or Management? Are you ready to make a difference while building a rewarding career in financial consulting? Intelligent Debt Management (IDM) has an opportunity just for you!


About the Role:

Join IDM as a Financial Assessor – the first point of contact for clients seeking financial guidance. You’ll provide initial financial assessments and guide clients toward debt relief solutions. This role is the first step in a fast-track career path leading to a Financial Consultant position within 6–12 months.


What You’ll Do:

  • Contact and assess clients who’ve requested financial help
  • Conduct light financial assessments and guide them through next steps
  • Educate clients on IDM’s debt solutions
  • Transfer qualified leads to Financial Consultants
  • Maintain client interaction via calls and online platforms

What You Need:

  • Bachelor’s Degree or National Diploma (Finance-related fields preferred)
  • Excellent communication skills (verbal and written)
  • Computer literacy and MS Office skills
  • Strong problem-solving, listening, and organizational skills
  • A growth mindset and drive to advance into the Financial Consultant team

What You’ll Gain:

  • Competitive salary & benefits
  • Medical aid and retirement annuity
  • Career development opportunities (e.g. bursaries, short courses)
  • Company transport (if applicable)
  • Half-day off on your birthday
  • The chance to make real impact in clients’ lives

How to Apply:

Click here to apply for the Financial Assessor Graduate Opportunity at IDM


Start your career with purpose. Join IDM and help South Africans achieve financial freedom.

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