Learnership - Wealth Management

Discovery Limited; Johannesburg; On-site; ZAR 45,000 - 73,000; Full time

Job summary

Discovery Limited invites applications for a Learnership in Wealth Management under the Discovery Institute of Training. The program leads to the NC: Wealth Management NQF Level 5 qualification with structured learning and workplace experience in financial services.

Ideal candidates are between 18 and 30, with strong English communication, basic MS Excel and MS Outlook skills, and a genuine interest in wealth management.

Qualifications

• Good verbal and written English
• Effective communication across English language
• Up-to-date knowledge of financial services training content

Responsibilities

• Support training content development for financial advisers
• Conduct research on financial products, market trends and regulatory changes
• Gather and analyse data for training materials and case studies
• Prepare reports and summaries for training materials
• Organise and maintain a database of training materials
• Collect feedback from training participants to improve content and delivery
• Participate in brainstorming sessions to enhance training solutions
• Engage with CFPs and learning practitioners for mentorship

Skills

Communication skills

Research skills

Time management

Attention to detail

Verbal and written English

Education

2nd language level 4

Incomplete tertiary (financial)

Tools

MS Excel

MS Outlook

Job description

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Learnership - Wealth Management

Business Unit: Sales & Distribution

Date: 26 Aug 2026

Discovery Institute of Training

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 Institute of Training

The Discovery Institute of Training has a vision of being the leading institute for academic excellence and innovation in the financial services industry. We are tasked with training and developing a peak performing sales force by equipping them with the knowledge, skills and behaviours to perform their roles effectively and align with business outcomes. We provide training to the sales and distribution workforce across all product lines for Discovery as well as providing industry related training content.

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:

• Support financial planning and learning and development specialists in reviewing and developing various types of training materials aimed at upskilling financial advisers.
• Conduct research on financial products, market trends, and regulatory changes to ensure training content is current and accurate.
• Gather and analyse data to be used in training materials, case studies, and scenario planning exercises.
• Assist in preparing reports and summaries that contribute to the development of training materials.
• Assist in organising and maintaining a database of training materials and resources.
• Assist in collecting feedback from training participants to identify areas for improvement in the content or delivery methods.
• Participate in brainstorming sessions to enhance the effectiveness of training solutions.
• Stay informed about the latest trends in financial advising and wealth management to contribute innovative ideas to training solutions.
• Actively participate in ongoing professional development and training sessions.
• Engage with experienced CFPs and learning and development practitioners for guidance and mentorship, fostering personal and professional growth.

All tasks must be completed accurately, efficiently and at the set standard.

Personal Attributes and Skills

• Innovative/ critical thinking/ innovation and problem-solving skills
• Good attention to detail and levels of accuracy
• Good verbal and written communication skills, with the ability to convey complex information in a clear and concise manner
• Strong research skills with the ability to gather, analyse, and interpret data
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritise and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• 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
• 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.