Financial Assessor Graduate Opportunity at Confluent Cape Town

Confluent is recruiting Graduate Financial Assessors to join its Onboarding team in Cape Town, Western Cape. This permanent opportunity is designed for recent graduates who are eager to launch their careers in the financial services industry while making a positive impact on the lives of others. Successful candidates will receive comprehensive training, valuable workplace experience and the opportunity to progress into a Financial Consultant role within six to twelve months. If you have recently completed a qualification in Finance, Accounting, Business, Management or a related field, this could be the ideal opportunity to begin your professional journey.

Job Overview

The Graduate Financial Assessor will serve as the first point of contact for clients seeking financial assistance through Confluent’s services. The role involves contacting potential clients, gathering financial information, conducting an initial assessment of their financial situation and explaining available solutions. You will work closely with the Financial Consulting team by referring eligible clients for further assistance while ensuring every interaction is handled professionally and with empathy. This position offers structured training, career development opportunities and exposure to the financial consulting industry within a supportive environment.

Key Responsibilities

• Contact clients who have requested financial assistance.
• Gather accurate information about clients’ financial situations.
• Conduct initial financial assessments.
• Make outbound calls to prospective clients.
• Manage customer engagements across various communication platforms.
• Provide excellent customer service and manage client expectations.
• Educate clients about available financial solutions.
• Refer eligible clients to the Financial Consulting team.
• Maintain accurate client records using company systems.
• Build positive relationships with clients throughout the onboarding process.
• Follow company procedures and compliance standards.
• Support the achievement of team and organisational goals.

Requirements and Skills

• Bachelor’s Degree or National Diploma in Finance, Accounting, Business Management or a related financial field.
• Computer literacy.
• Excellent verbal and written communication skills.
• Afrikaans language proficiency will be advantageous.
• Strong analytical and problem-solving skills.
• Good organisational and time management abilities.
• Ability to work independently and within a team.
• Strong customer service skills.
• Active listening and interpersonal communication skills.
• Driven, goal-oriented and self-motivated attitude.
• Adaptability and willingness to learn.
• Previous customer service or sales experience will be advantageous.
• Microsoft Office proficiency will be beneficial.
• Desire to develop into a Financial Consultant role.

Benefits

• Competitive salary and benefits package.
• Permanent employment opportunity.
• Comprehensive induction and role-specific training.
• Career progression into a Financial Consultant role within six to twelve months.
• Ongoing learning and professional development opportunities.
• Access to bursaries for further studies.
• Short courses to support career advancement.
• Medical and Retirement Annuity benefits.
• Half-day leave on your birthday.
• Company transport where applicable.
• Opportunity to make a meaningful difference in the lives of clients.

Candidates who meet the requirements are encouraged to apply.

Apply here