Learnership - Wealth Management

Discovery Limited; Gauteng; On-site; ZAR 56,000 - 89,000; Part time

Job summary

Discovery is offering a Learnership in Wealth Management leading to the NC: Wealth Management NQF Level 5 qualification. The program targets individuals aged 18 to 30 and focuses on life benefits, retirement funds, and client servicing in a fast-paced financial services environment.

Applicants should have Grade 12, Maths and English at 50% or higher, Maths Literacy at 60%, and a second language at 50%. Basic computer skills (MS Excel & MS Outlook) are desirable, and South African candidates only.

Qualifications

• Grade 12 is essential.
• Maths and English competency to specified levels.
• Maths Literacy 60% and Second language required.

Responsibilities

• Wealth Management: life benefits, retirement funds, funeral policies, client servicing, claims, underwriting and new business.
• Support for claims, underwriting and new business processes.

Skills

Critical thinking

Attention to detail

Quality standards

Time management

Prioritization

Independent worker

Team player

Service mindset

Written communication

Tech savvy

Logical reasoning

Education

Grade 12

Maths 50%

English 50%

Maths Literacy 60%

Second language 50%

Incomplete tertiary (finance)

Job description

Discovery

Learnership: Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast paced and dynamic environment that provides innovative risk assurance to individual clients. This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders. It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

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

Wealth Management

Life benefits, retirement funds, funeral policies, client servicing, claims, pre-sale underwriting and new business

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.
• Technologically Savvy
• Logical Reasoning

Education And Experience

Grade 12 is essential.

• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 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
• 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.