Discovery: Wealth Management Learnerships 2026 / 2027

Discovery Inurance invites all suitable unemployed individuals to apply for their Wealth Management Learnerships 2026 / 2027

Purpose

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.

Duties and Responsibilities

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.