Looking for a role that lets you use your new qualification, help people, and grow your career? Confluent (IDM) is hiring Financial Assessors and you can start right after graduation.
What is the Opportunity?
Confluent is an award‑winning company that gives financial advice to South Africans who need it most. As a Financial Assessor you will be the first person a client talks to about their money problems. You will gather information, offer a quick check of their finances, and then hand them over to a specialist if they need more help. After 6–12 months you could move into a full‑time Financial Consultant position, where you’ll work directly on deeper solutions.
Who Should Apply?
- Graduates or holders of a national diploma in finance, business, accounting or a related field.
- Anyone with a computer, good written and spoken English, and a willingness to learn.
- People who are friendly, organised, and can handle multiple tasks at once.
- Working knowledge of Afrikaans is a plus, but not essential.
- Previous customer service or sales experience helps, but it’s not a must.
What You Gain
- Clear, step‑by‑step induction and on‑the‑job training.
- Experience in client communication, problem solving, and using financial software.
- A chance to build a portfolio of real‑world financial advice.
- Competitive salary, medical and retirement benefits, and a half‑day off for your birthday.
- Access to short courses and bursaries to further your studies.
- Potential to advance quickly if you perform well.
How to Apply
- Visit Confluent’s careers page at https://confluent.co.za/careers.
- Search for “Financial Assessor – Onboarding” or use the posting date (03 March 2026).
- Click Apply and fill out the online form.
- Upload your CV and a brief cover letter (no longer than 250 words) that explains why you want to help clients manage their finances.
- Submit by the closing date: 13 March 2026.
Practical Tips to Boost Your Chances
- Be honest: If this is your first time applying, don’t worry. Many successful candidates were in the same position.
- Show enthusiasm: Tell them why you want to help people, not just why you need a job.
- Highlight soft skills: Mention any customer service or teamwork experience you have.
- Prepare for the interview: Practice speaking clearly about your study projects and any part‑time work.
- Ask questions: Demonstrate curiosity about how Confluent works and the impact of your role.
Ready to Take the Next Step?
If you’re a recent graduate looking to start a career that matters, this role could be the launchpad you need. Apply before 13 March 2026 and join a team that cares about real change. Good luck!
