Learnership - Wealth Management

Discovery Limited; Sandton; On-site; ZAR 39,000 - 61,000; Full time

Job summary

Discovery Limited, via the Discovery Institute of Training, offers a learnership in Wealth Management to obtain the NC: Wealth Management qualification (NQF Level 5) through structured learning and practical workplace experience in the Financial Services industry.

The program develops skills for training material creation, data analysis, and collaboration with CFPs, under supervision, within a dynamic, inclusive environment.

Qualifications

• 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)
• Not be engaged in post Matric studies or formal employment.
• 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.

Responsibilities

• Support training materials for financial advisers and upskilling.
• Conduct research on financial products, market trends, and regulatory changes.
• Gather and analyse data for training materials, case studies, and scenarios.
• Assist in preparing reports and summaries that contribute to 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.
• Participate in brainstorming sessions to enhance training solutions.
• Stay informed about trends in financial advising and wealth management.
• Engage with CFPs and L&D practitioners for guidance and mentorship.
• Actively participate in ongoing professional development.

Skills

Innovative thinking

Attention to detail

Communication skills

Research skills

Time management

Teamwork

Adaptability

Education

Grade 12

Maths (Level 4 – 50%)

English (Level 4 – 50%)

Maths Literacy (Level 5 – 60%)

2nd language (Level 4 – 50%)

Incomplete tertiary (advantage)

Tools

MS Excel

MS Outlook

Job description

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.

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

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

• 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.

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

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.