Discovery: Wealth Management Learnerships 2026 / 2027

Discovery invites all suitable unemployed individuals to apply for Discovery: 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:

  • 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

Minimum Requirements:

  • Grade 12 / Matric with:
  1. Maths (Minimum Level 4 – 50%)
  2. English (Minimum Level 4 – 50%)
  3. Maths Literacy (Minimum Level 5 – 60%)
  4. 2nd language (Minimum Level 4 – 50%)
  • 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.

How to Apply

Apply here online for Discovery: Wealth Management Learnerships 2026 / 2027

Closing date: Not Specified

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