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: Sandton, South Africa
Responsibilities
•Areas of responsibility may include but not limited to:
•All tasks must be completed accurately, efficiently and at the set standard.
•Participate in brainstorming sessions to enhance the effectiveness of training solutions.
•Actively participate in ongoing professional development and training sessions.
•Assist in organising and maintaining a database of training materials and resources.
•Gather and analyse data to be used in training materials, case studies, and scenario planning exercises.
•Assist in preparing reports and summaries that contribute to the development of training materials.
•Conduct research on financial products, market trends, and regulatory changes to ensure training content is current and accurate.
•Assist in collecting feedback from training participants to identify areas for improvement in the content or delivery methods.
•Support financial planning and learning and development specialists in reviewing and developing various types of training materials aimed at upskilling financial advisers.
•Stay informed about the latest trends in financial advising and wealth management to contribute innovative ideas to training solutions.
•Engage with experienced CFPs and learning and development practitioners for guidance and mentorship, fostering personal and professional growth.
Requirements
•Grade 12 with:
•Be between the ages of 18 and 30 years.
•Not have completed any previous learnership.
•Maths (minimum level 4 – 50%).
•English (minimum level 4 – 50%).
•2nd language (minimum level 4 – 50%).
•Maths literacy (minimum level 5 – 60%).
•Only south african candidates by birth will be considered.
•Possess basic computer skills mainly MS Excel & MS Outlook.
•Not be engaged in post matric studies or formal employment.
•Advantageous: an incomplete tertiary (financial) qualificationwill abe an advantage.
•Have effective communication skills in the written & verbal english language.
How to Apply
https://masciv.com/jobs/discovery-wealth-management-learnerships-2026-2027
