Discovery Connect Learnership: Wealth Management

About this role

Discovery is recruiting learners for a Wealth Management learnership based at its Discovery Place office in Sandton. The role supports the operations team and takes care of admin work within the division.

The learnership leads to a nationally recognised NC: Wealth Management at NQF Level 5. It mixes structured learning with practical work experience in the financial services industry.

What you’ll do

• Check business that has been submitted for accuracy and completeness.
• Help capture new business and claims, and follow up on outstanding documents within agreed turnaround times.
• Prepare and act on daily, weekly and monthly reports.
• Support the Sales Manager with admin tasks, insights and trend analysis.
• Work with the different business areas and help the office run efficiently.
• Look after walk-in clients and answer the phone as a receptionist and front-line administrator.
• Compile and present monthly team reports, and make sure new clients are onboarded within set timeframes.

What you need

• Grade 12 (essential).
• Maths, minimum Level 4 (50%).
• English, minimum Level 4 (50%).
• Maths Literacy, minimum Level 5 (60%), if you took it instead of Maths.
• Second language, minimum Level 4 (50%).
• An incomplete tertiary qualification in finance (advantageous).
• Basic computer skills, mainly MS Excel, MS Outlook and PowerPoint.
• Clear written and spoken English.
• Aged between 18 and 30.
• Not currently in post-matric studies or formal employment.
• Never completed a learnership before.
• South African citizen by birth.

Is this job for you?

This role suits someone who has just finished Grade 12 and wants to start a career in financial services. You should be organised, pay close attention to detail and enjoy working with people. You also need to cope well when things get busy.

Tips before you apply

• Have your Grade 12 results statement and ID document ready, with your subject marks clearly listed.
• On your CV, show any office, admin or customer service work, including school or volunteer roles, and list your computer skills in Excel, Outlook and PowerPoint.
• Give a short example in your CV or cover letter of a time you kept track of many tasks or caught an error before it caused a problem.