Discovery’s Learnership in Wealth Management offers an exciting, nationally recognised NC: Wealth Management NQF Level 5 qualification combined with practical experience. This opportunity is tailored for individuals who are ready to support sales teams, manage administrative functions, and grow their skills in a corporate environment aligned with Discovery’s mission to enhance and protect lives.

Discovery’s Learnership in Wealth Management offers an exciting, nationally recognised NC: Wealth Management NQF Level 5 qualification combined with practical experience. This opportunity is tailored for individuals who are ready to support sales teams, manage administrative functions, and grow their skills in a corporate environment aligned with Discovery’s mission to enhance and protect lives.

If you meet the criteria and seek a fast-paced, supportive workplace with career development potential, this learnership is worth applying for now.

What Is the Discovery Wealth Management Learnership?

The learnership is a structured program blending formal education with workplace experience within Discovery’s Mass Market Distribution division. It prepares candidates for roles in client servicing and operational support in a financial services context. As a participant, you will work closely with sales teams, support office administration, and gain a deep understanding of wealth management products and processes.

This learnership leads to the NC: Wealth Management qualification at NQF Level 5, recognised nationally and a valuable credential in South Africa’s financial sector.

Who Is This Learnership For?

• South African citizens by birth, aged between 18 and 30.
• Individuals who have completed Grade 12 with required minimum results in Maths, English, Maths Literacy, and a second language.
• Those not currently studying post-matric or employed in formal roles.
• Candidates who have not completed a previous learnership.
• Those eager to develop communication, administrative, and financial services skills.
• Applicants with basic computer skills in Microsoft Excel, Outlook, and PowerPoint.

Why Apply for This Wealth Management Learnership?

Discovery is a leading financial services innovator known for a mission-driven culture prioritizing health, protection, and social impact. Joining this learnership offers:

• National Qualification and Work Experience: Achieve a highly regarded certification combined with hands-on industry experience.
• Structured Career Pathway: Access guided learning and real roles that build you as a valuable financial services professional.
• Skill Development: Enhance critical thinking, problem-solving, communication, time management, and attention to detail.
• Supportive Environment: Contribute meaningfully within a dynamic, fast-paced team aligned with Discovery’s core values.
• Employment Equity: An inclusive employer encouraging applications from people with disabilities and focusing on fair representation.

Applying will place you on a promising trajectory within South Africa’s growing wealth management sector.

Core Responsibilities and Typical Day

Your role as a learnership candidate will include a variety of practical duties supporting Discovery’s sales and client service teams:

• Quality Assurance: Review and verify submitted business for accuracy and completeness.
• New Business and Claims: Assist in capturing applications, following up on outstanding documents within set service level agreements (SLAs).
• Reporting and Administration: Compile daily, weekly, and monthly reports; action work based on findings.
• Sales Manager Support: Help with insights, trend analysis, and office efficiencies.
• Client Service: Manage frontline reception duties, including answering calls and servicing walk-in clients.
• Cross-Department Collaboration: Serve as a liaison between managers, sales teams, and the wider business.
• On-boarding Assistance: Ensure clients and advisers are onboarded per Discovery standards and SLAs.

This variety ensures learnership participants gain well-rounded insight into operational and client-facing components of wealth management.

Essential Skills and Attributes for Success

Success in this learnership requires more than qualifications—it demands the right personal attributes and skills:

• Strong critical and innovative thinking with excellent problem-solving.
• High attention to detail and adherence to quality standards.
• Effective time management and prioritization under pressure.
• Ability to work independently and collaborate in teams.
• A service-driven mindset marked by urgency and reliability.
• Adaptability to change and constructive response to feedback.
• Clear and confident communication skills, both written and verbal.
• Systematic and orderly approach to tasks.

Academic and Experience Requirements

• Minimum Grade 12 with the following pass rates:
  • Maths: Level 4 (50%)
  • English: Level 4 (50%)
  • Maths Literacy: Level 5 (60%)
  • Second language: Level 4 (50%)
• Incomplete tertiary financial qualifications are an advantage but not mandatory.
• Basic Microsoft Office skills are essential.
• Candidates should not be enrolled in formal post-matric studies or employed elsewhere.
• Only South African citizens by birth qualify.

Employment Equity and Inclusivity

Discovery is committed to an equitable recruitment process guided by the company’s Employment Equity Plan. The organisation actively encourages applications from people with disabilities and ensures fair consideration across all demographic groups, supporting diversity and inclusion across its workforce.

How to Apply and Important Details

• The program is hosted by Discovery Central Services within the Mass Market Distribution unit.
• Candidates must comply with all the above requirements before applying.
• Applications are subject to the company’s employment equity considerations.
• For individuals passionate about wealth management and eager to start an impactful career, this learnership is a compelling stepping stone.

Apply here for discovery learnership

Frequently Asked Questions (FAQs)

What qualification will I receive?

A nationally recognised NC: Wealth Management NQF Level 5 certificate.

Is previous work experience required?

No formal experience required, but relevant financial knowledge and basic computer skills are beneficial.

Can I join if I’m currently studying?

No, the program is for those not engaged in post-matric studies or formal employment.

What are the working hours or duration of the learnership?

The duration and specific hours will be communicated upon selection based on Discovery’s operational needs.

Is this program open to international applicants?

No, only South African citizens by birth are eligible.

Final Thoughts

Discovery’s Wealth Management Learnership is an exceptional opportunity for young South Africans ready to step into the financial services industry with a nationally certified qualification and practical experience. If you are detail-oriented, service-driven, and eager to develop skills in a fast-moving, innovative company, applying for this learnership could be your gateway to a meaningful career.