The Wealth Management Learnerships at Discovery Institute of Training provide young South Africans with an opportunity to gain practical workplace experience while working towards a nationally recognised NC: Wealth Management NQF Level 5 qualification. The Wealth Management Learnerships combines structured learning with practical experience in the Financial Services industry. Learners will gain exposure to financial planning, wealth management, financial products, market trends, regulatory developments and training development. They will also have opportunities to engage with experienced Certified Financial Planners (CFPs) and learning and development professionals.
Position Details
- Programme: Learnership: Wealth Management
- Company: Discovery
- Business Unit: Sales and Distribution
- Function: Learning (Development and Training)
- Training Provider: Discovery Institute of Training
- Qualification: NC: Wealth Management NQF Level 5
- Industry: Financial Services
- Target Age: 18–30 years
- Location: South Africa
- Closing Date: Not Specified
Minimum Requirements
To qualify for the Wealth Management Learnerships, applicants must:
- Have Grade 12 / Matric.
- Have Mathematics with a minimum Level 4 / 50%.
- Have English with a minimum Level 4 / 50%.
- Have Mathematical Literacy with a minimum Level 5 / 60%.
- Have a second language with a minimum Level 4 / 50%.
- Be between 18 and 30 years old.
- Be a South African citizen by birth.
- Not be engaged in post-Matric studies.
- Not be in formal employment.
- Not have completed a previous learnership.
- Have effective written and verbal English communication skills.
- Have basic computer skills.
- Have basic knowledge of MS Excel and MS Outlook.
- An incomplete tertiary qualification in a financial field will be advantageous.
Skills Required
Applicants should demonstrate:
- Critical thinking
- Innovative thinking
- Problem-solving skills
- Good attention to detail
- High levels of accuracy
- Strong verbal and written communication
- Research skills
- Data gathering and analysis skills
- Ability to interpret information
- Good planning and time management
- Organisational skills
- Ability to prioritise tasks
- Ability to work under pressure
- Ability to work independently
- Teamwork and collaboration
- Adaptability
- Willingness to learn
- Ability to communicate complex information clearly
- Professional and systematic approach to work
Key Responsibilities
- Supporting financial planning and learning and development specialists.
- Assisting with the review and development of training materials.
- Helping create training content designed to upskill financial advisers.
- Conducting research on financial products.
- Researching market trends and regulatory changes.
- Ensuring training content remains current and accurate.
- Gathering and analysing information for training materials.
- Assisting with case studies and scenario-planning exercises.
- Preparing reports and summaries for training development.
- Organising and maintaining training materials and resources.
- Assisting with the management of training databases.
- Collecting feedback from training participants.
- Identifying opportunities to improve training content and delivery.
- Participating in brainstorming sessions.
- Contributing innovative ideas to training solutions.
- Keeping up to date with trends in financial advising and wealth management.
- Participating in professional development and training sessions.
- Engaging with experienced CFPs and learning and development practitioners for guidance and mentorship.
- Completing assigned tasks accurately, efficiently and according to required standards.
Why Apply
- Work towards a nationally recognised Wealth Management NQF Level 5 qualification.
- Gain practical workplace experience in the Financial Services industry.
- Develop knowledge of financial planning and wealth management.
- Gain exposure to financial products and market trends.
- Develop research and data analysis skills.
- Gain experience developing professional training materials.
- Learn from experienced Certified Financial Planners and learning professionals.
- Develop financial services industry knowledge.
- Build professional communication and workplace skills.
- Gain valuable experience that can support future career opportunities.
- Participate in structured learning and professional development.
Important Notes
- This is a Wealth Management Learnership offered through Discovery Institute of Training.
- The programme leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification.
- Applicants must be between 18 and 30 years old.
- Candidates must be South African citizens by birth.
- Grade 12 / Matric is essential.
- Mathematics requires a minimum Level 4 / 50%.
- English requires a minimum Level 4 / 50%.
- Mathematical Literacy requires a minimum Level 5 / 60%.
- A second language requires a minimum Level 4 / 50%.
- An incomplete tertiary financial qualification will be advantageous.
- Applicants must not be engaged in post-Matric studies.
- Candidates must not be in formal employment.
- Applicants must not have completed a previous learnership.
- Basic MS Excel and MS Outlook skills are required.
- Strong written and verbal English communication skills are required.
- People living with disabilities are encouraged to apply.
- Discovery’s Employment Equity Plan and targets will be considered during the recruitment process.