Are you looking to kickstart a meaningful career in financial services? If so, the Discovery Learnership Programme in Wealth Management offers a fantastic opportunity to gain hands-on experience while earning a recognized qualification. Discovery, one of South Africa’s most innovative companies, is opening doors to enthusiastic individuals who are eager to make a difference in the world of financial management and wealth planning.

Contents

About Discovery

Discovery is a renowned South African company focused on making people healthier and protecting lives through innovative products. With a global footprint, Discovery’s success is grounded in its commitment to driving positive change, with an emphasis on social good alongside financial growth. Discovery Connect, a branch of the company, uses top-tier sales and service techniques to support a comprehensive range of Discovery products. From health and life insurance to banking and investment services, Discovery Connect aims to reach one million South Africans with its offerings.

What is the Discovery Learnership Programme?

The Discovery Learnership Programme in Wealth Management is designed to provide young individuals with a blend of structured learning and practical work experience in the financial services industry. This is an excellent way to develop your skills and gain a National Certificate in Wealth Management (NQF Level 5). Upon successful completion, participants will be well-prepared to pursue a career in wealth management, administration, and client services.

Key Role Responsibilities

Participants in the learnership will gain experience in various aspects of wealth management, including:

Telesales and Administration: Developing skills in client communication and administrative support.
Data Analytics: Understanding data and analytics to support wealth management strategies.
Compliance and Lead Pre-qualifying: Learning the regulatory requirements in wealth management and qualifying potential clients.
Quoting and Client Servicing: Building skills in client relations, creating quotes, and servicing client accounts.
Claims, Pre-sale Underwriting, and New Business: Gaining insights into claims processes, pre-sale underwriting, and securing new business.

This extensive hands-on experience will help you build a solid foundation in the wealth management sector and make you a competitive candidate in the financial services job market.

Personal Attributes and Skills

Discovery looks for individuals who are not only motivated but have the following attributes and skills:

Critical Thinking and Problem-Solving Skills: The ability to analyze issues, think on your feet, and find innovative solutions.
Attention to Detail: High accuracy and attention to detail in all tasks.
Time Management: Effective time management and prioritization skills, especially in high-pressure environments.
Teamwork and Communication Skills: The ability to work independently and as part of a team, coupled with strong communication skills, both written and verbal.
Service-Driven: A client-focused mindset and a commitment to providing high-quality service.
Adaptability: Flexibility in adapting to changing circumstances and learning from constructive feedback.

If these characteristics resonate with you, you may be a great fit for this programme!

Requirements

To qualify for the Discovery Learnership Programme, candidates must meet the following requirements:

Education: Minimum of Grade 12 with:
- Mathematics (Level 4 – 50% or higher) or Maths Literacy (Level 5 – 60% or higher)
- English (Level 4 – 50% or higher)
- A second language (Level 4 – 50% or higher)
Other Requirements:
- Must be a South African citizen by birth.
- Not currently engaged in post-Matric studies or employed in formal employment.
- No prior learnership experience.
- Aged between 18 and 30 years old.
- Basic computer literacy, especially in MS Excel and MS Outlook.

Incomplete tertiary education in finance or related fields is an added advantage but not a strict requirement.

How to Apply

Interested applicants can apply directly on Discovery’s website or through its designated job portals. Be sure to have the following ready:

Updated CV: Highlighting relevant skills, education, and any prior experience.
Motivational Letter: Expressing why you are interested in the Discovery Learnership Programme and why you would be a good fit.

Click here to apply

The Discovery Learnership Programme in Wealth Management is more than just an entry-level position; it’s a unique pathway to a rewarding career in the financial services industry. For motivated young South Africans, this programme provides a blend of accredited education and valuable work experience with one of the country’s most forward-thinking companies. Discovery’s commitment to health, innovation, and service ensures that learners not only acquire technical skills but also grow in an environment that values positive social impact.