Discovery Learnership – Wealth Management (NQF Level 5)

Wealth Management

Kickstart your career with Discovery’s Wealth Management Learnership (NQF 5). Gain skills, experience & a national qualification. Apply today!

Location: Discovery Central Services
Business Unit: Discovery Connect
Function: Learnerships
Closing Date: Not specified (Apply ASAP)

About Discovery

Discovery’s mission is simple yet powerful: to make people healthier and to enhance and protect their lives. We invest in exceptional individuals who share our values and thrive in our fast-paced, innovative environment. As global thought leaders, Discovery is committed not only to achieving financial success but also to driving positive and meaningful change in society.

About Discovery Connect

Discovery Connect is the sales and service division of Discovery, delivering world-class lead generation and conversion for all Discovery products. Our portfolio covers health insurance, life and short-term insurance, banking, investments, and Vitality.

Key Purpose of the Learnership

This Wealth Management Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification. It combines structured classroom learning with practical workplace experience in the financial services industry.

Learners will gain valuable experience in administration, client services, and support functions while working alongside industry experts.

Responsibilities

As a Wealth Management Learner, you will:

  • Maintain accurate records and statistics on queries.
  • Coordinate admin tasks and route queries to the correct departments.
  • Manage mailboxes and respond within agreed SLAs.
  • Handle query management from start to resolution.
  • Log IT requests and assist with retrieval of call recordings.
  • Identify potential sales opportunities.

Skills and Attributes Needed

  • Strong problem-solving and critical thinking ability
  • Attention to detail and high accuracy
  • Time management and planning skills
  • Ability to work independently and in a team
  • Excellent communication (written and spoken English)
  • Service-driven with a strong sense of urgency
  • Adaptability and resilience in a fast-changing environment

Minimum Requirements

  • Grade 12 (Matric) with:
    • Mathematics: Level 4 (50%) minimum
    • English: Level 4 (50%) minimum
    • Maths Literacy: Level 5 (60%) minimum
    • Second language: Level 4 (50%) minimum
  • Incomplete tertiary qualification in finance (advantage)
  • South African citizen by birth
  • Ages 18–30 years
  • Not currently employed or studying post-Matric
  • No previous learnerships completed
  • Basic computer literacy (MS Excel & MS Outlook)

Employment Equity

Discovery is committed to diversity and equal opportunities. Applications from people with disabilities are strongly encouraged in line with our Employment Equity Plan and Targets.

Why Join the Discovery Wealth Management Learnership?

  • Earn a nationally recognised Wealth Management NQF Level 5 qualification
  • Gain practical financial services experience
  • Build a career path in wealth management, insurance, and financial planning
  • Work in a supportive, innovative environment where growth is encouraged

How to Apply

Interested candidates should apply online via the Discovery careers portal. Ensure you meet the eligibility requirements before applying.

Note: Applications will be processed as they are received, so apply early.

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