Learnership Opportunity: Wealth Management (NQF Level 5)
Company: Discovery
Department: Discovery Connect
Location: South Africa
Programme Type: Full-Time Learnership
Qualification Earned: National Certificate: Wealth Management (NQF Level 5)
About Discovery
Discovery is a purpose-driven organisation committed to improving people’s health and enhancing and protecting their lives. With a reputation for innovation, Discovery aims to create meaningful change through its products and services while supporting growth, sustainability and positive social impact. The company values individuals who are driven, adaptable and aligned with Discovery’s mission to inspire a healthier and more secure society. Employees operate in a dynamic and fast-paced environment that encourages creativity, responsibility and continuous professional development.
About Discovery Connect
Discovery Connect is the business unit responsible for implementing high-quality lead generation, client engagement and product support across all Discovery offerings. These include health insurance, life insurance, short-term insurance, investment products, banking services and Vitality. Using advanced conversion strategies and world-class customer engagement methods, Discovery Connect contributes to the organisation’s aim of expanding access to its product portfolio and improving client service experiences.
Purpose of the Learnership
This learnership provides an opportunity for young, motivated individuals to obtain a nationally recognised Wealth Management NQF Level 5 qualification. The programme includes structured classroom learning and practical workplace exposure within the financial services environment. Successful candidates will be involved in administrative functions, customer support activities and coordination tasks within Discovery Connect.
The learnership is designed to equip learners with industry-related knowledge, technical competence and workplace skills required for entry into the financial services sector. At the end of the 12-month programme, participants will possess a strong foundation in client service, financial administration and business communication—competencies essential for future employment in insurance, banking or investment operations.
Key Responsibilities
Learners accepted into the programme will be responsible for supporting various business teams. Duties may include, but are not limited to, the following:
- Maintaining accurate details, statistics and records of queries received and resolved.
- Coordinating administrative requests and routing queries to the appropriate consultants, teams or departments.
- Managing shared mailboxes and responding to queries within the agreed Service Level Agreement (SLA).
- Conducting comprehensive query management, ensuring professional communication and timely resolution.
- Logging IT requests for any required call retrievals.
- Assisting with the retrieval and management of call recordings.
- Identifying potential sales opportunities during customer interactions and routing them appropriately.
- Supporting the smooth and efficient flow of administrative functions within the business unit.
Personal Attributes and Skills Required
Discovery seeks individuals who display professionalism, commitment and a willingness to learn. Applicants must demonstrate:
- Strong problem-solving and critical-thinking skills.
- High attention to detail and accuracy.
- A methodical, organised and structured approach to tasks.
- Excellent time management and planning capabilities.
- Ability to prioritise tasks in a fast-paced, high-pressure environment.
- Ability to work independently and collaboratively within a team.
- A strong service orientation and a sense of urgency when addressing client needs.
- Adaptability, openness to feedback and a willingness to learn from criticism.
- Clear and fluent communication skills, both written and verbal.
Educational Requirements
To qualify for the learnership, applicants must meet the following minimum educational criteria:
- Grade 12 (Matric) – essential
- Mathematics: Minimum Level 4 (50%)
- English: Minimum Level 4 (50%)
- Mathematical Literacy: Minimum Level 5 (60%)
- Second language: Minimum Level 4 (50%)
- An incomplete tertiary qualification in finance is considered an advantage
Specific Programme Requirements
Candidates must also meet the following conditions:
- Must not be registered for any post-Matric studies.
- Must not be employed in a full-time capacity.
- Must not have completed any previous learnership programme.
- Must be between 18 and 30 years old.
- Must be fully proficient in written and verbal English.
- Must possess basic computer skills, particularly in MS Excel and MS Outlook.
- Only South African citizens by birth will be considered.
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Employment Equity
Discovery is an Equal Opportunity Employer. The organisation’s Employment Equity Policy and recruitment targets will guide the selection process. Candidates with disabilities are strongly encouraged to apply.