Discovery: Wealth Management Learnership Programme 2026 – Matric required. Discovery is offering a learnership for suitable applicants with a Grade 12 qualification. 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.
Location: South Africa
Category: Learnerships
Closing Date: Not Specified
Requirements
- Grade 12 / Matric
- Not having completed any previous Learnership
- Be between the ages of 18 and 30 years
- Have effective communication skills in written & verbal English language
- Possess basic computer skills, mainly MS Excel & MS Outlook
- Be a South African citizen
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-oriented environment
- Adapts to changing circumstances and handles criticism well and learns from it
- Speaks fluently and writes in a well-structured and logical manner
Areas of responsibility may include, but are not limited to:
All tasks must be completed accurately, efficiently, and to 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
- Research financial products, market trends, and regulatory changes to ensure training content is current and accurate
- Assist in preparing reports and summaries to support 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 method
- 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 to foster personal and professional growth
How to Apply