Discovery Connect - Learnership - Wealth Management - JHB - Sandton

Discovery; Johannesburg; On-site; ZAR 33,000 - 45,000; Full time

Job summary

Discovery Connect in Sandton, Johannesburg invites applications for a Wealth Management Learnership. This program leads to the NC: Wealth Management NQF Level 5 qualification and combines classroom learning with practical workplace experience within the Financial Services division.

You will support the Operations team, assist with admin, capture new business, prepare reports, service advisers, and act as frontline receptionist for walk-in clients.

Qualifications

• 2nd language (Level 4 – 50%)
• Incomplete tertiary (financial) qualification is an advantage
• Not engaged in post-Matric studies or formal employment
• Ages 18–30 years
• Effective written and verbal English communication
• Basic computer skills: MS Excel, MS Outlook & PowerPoint

Responsibilities

• QA all submitted business
• Assist with capturing new business and claims; follow up on requirements with SLA
• Compile and act on daily, weekly and monthly reports
• Assist the Sales Manager and collaborate with all business areas
• Monitor office efficiencies and service financial advisers
• Compile and present monthly team reports
• Ensure onboarding occurs within SLAs and greet walk-in clients
• Serve as liaison to Discovery and front desk receptionist duties

Skills

Communication

MS Excel

MS Outlook

PowerPoint

Teamwork

Education

Matric / Grade 12

Incomplete tertiary (financial) qualification (advantage)

Tools

MS Excel

MS Outlook

PowerPoint

Job description

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Discovery Connect - Learnership - Wealth Management - JHB - Sandton

Business Unit: DCM Distribution

Key Purpose

Is to provide support to the Operations team as well as manage admin functions within division.

Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and

receptionist for walk in clients

• To assist the Sales Manager with insights and trend analyses

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Have effective communication skills in the written & verbal English language.
• Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations
• Only South African candidates by birth will be considered.

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.