Vitality: Wealth Management Learnerships 2026 / 2027

Are you a young South African looking to start a career in the financial services industry? Vitality is offering a Wealth Management Learnership for 2026/2027, providing an opportunity to gain a nationally recognised qualification while obtaining valuable practical workplace experience.

The programme is designed for individuals who want to develop a career in areas such as wealth management, financial services, client servicing, claims administration, underwriting, life benefits and retirement funds.

Successful learners will complete a National Certificate (NC): Wealth Management at NQF Level 5 while gaining hands-on experience in a professional financial services environment.

Vitality Wealth Management Learnership 2026 / 2027

This learnership combines structured theoretical learning with practical workplace experience. Learners will be exposed to different aspects of the Wealth Management function and will have the opportunity to develop valuable technical, administrative and customer-service skills.

The programme can provide a strong foundation for young people who want to pursue long-term careers in financial services and wealth management.

What You Will Learn

During the Vitality Wealth Management Learnership, successful candidates will gain exposure to a variety of financial services activities, including:

• Client servicing and customer enquiries
• Claims administration
• Pre-sale underwriting processes
• Life benefits
• Retirement funds
• Funeral policies
• New business processes
• Financial services products
• Industry regulations and practices
• Administrative and record-keeping processes

Learners will also develop workplace skills such as communication, teamwork, problem-solving, computer literacy and effective time management.

Responsibilities

As a Wealth Management learner, your responsibilities may include:

• Completing the NC: Wealth Management NQF Level 5 learnership programme and associated coursework.
• Gaining practical experience across key areas of the Wealth Management function.
• Supporting client servicing activities and assisting with customer enquiries.
• Developing an understanding of life benefits, retirement funds and funeral policies.
• Assisting with claims administration and underwriting processes.
• Maintaining accurate records and ensuring information is processed correctly.
• Building knowledge of financial services products, regulations and industry practices.
• Working collaboratively with colleagues to provide excellent customer service.
• Managing learning objectives and workplace responsibilities effectively.
• Participating positively in team activities and continuous improvement initiatives.

Requirements for the Vitality Wealth Management Learnership

Applicants must meet the following requirements to be considered for the programme:

• Grade 12 or equivalent.
• Mathematics with a minimum Level 4 (50%).
• English with a minimum Level 4 (50%).
• Mathematics Literacy with a minimum Level 5 (60%).
• A second language with a minimum Level 4 (50%).
• Must be between 18 and 30 years old.
• Must not currently be engaged in post-Matric studies.
• Must not be formally employed.
• Must not have completed a previous learnership.
• Must have effective written and verbal English communication skills.
• Must have basic computer skills, particularly MS Excel and MS Outlook.
• Only South African candidates by birth will be considered.

Who Should Apply?

The Vitality Wealth Management Learnership may be suitable for unemployed young South Africans who have completed Grade 12 and are interested in building a career in the financial services sector.

It is particularly relevant to candidates interested in:

• Wealth management
• Financial services
• Insurance
• Client services
• Claims administration
• Underwriting
• Retirement funds
• Life insurance
• Financial administration

The programme provides an opportunity to combine formal learning with practical workplace exposure, allowing learners to develop skills that can be useful when pursuing future opportunities in the financial services industry.

Qualification

Successful learners will work towards completing a:

National Certificate: Wealth Management – NQF Level 5

The qualification, combined with practical workplace experience, can help learners develop an understanding of the financial services environment and the processes involved in wealth management.

Important Information for Applicants

Applicants should carefully check that they meet all the academic, age and employment requirements before applying.

In particular, candidates should ensure that their Grade 12 results meet the specified Mathematics, English, Mathematics Literacy and second-language requirements.

Applicants should also note that the programme is intended for individuals who are not currently employed, are not undertaking post-Matric studies and have not previously completed a learnership.

How to Apply for the Vitality Wealth Management Learnership 2026 / 2027

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

Closing date: 14 September 2026