Discovery Wealth Management Learnership 2026 – NQF Level 5 Opportunity
Discovery Institute of Training is offering a Wealth Management Learnership for young South Africans interested in developing a career in the financial services industry.
The learnership falls within Discovery’s Sales & Distribution business unit and the Learning (Development & Training) function. It is designed to combine structured learning with practical workplace experience and leads to a nationally recognised National Certificate: Wealth Management at NQF Level 5.
The opportunity may be suitable for young people who have completed Grade 12, meet the required subject marks and want to gain exposure to financial planning, wealth management, financial products and training development.
Discovery Wealth Management Learnership 2026
| Job Information | Details |
|---|---|
| Company | Discovery |
| Training Provider | Discovery Institute of Training |
| Programme | Wealth Management Learnership |
| Qualification | National Certificate: Wealth Management |
| NQF Level | Level 5 |
| Business Unit | Sales & Distribution |
| Function | Learning – Development & Training |
| Industry | Financial Services |
| Experience Level | Entry-level |
| Age Requirement | 18–30 years |
| Employment Status | Must not be formally employed |
| Study Status | Must not be engaged in post-Matric studies |
| Previous Learnership | Applicants must not have completed a previous learnership |
| Citizenship | South African candidates by birth |
| Date Listed | 26 August 2026 |
| Closing Date | Not specified in the supplied listing |
About the Discovery Institute of Training
The Discovery Institute of Training focuses on developing skills and knowledge within the financial services sector.
The institute provides training and development for Discovery’s sales and distribution workforce across different product lines. Its programmes are designed to develop the knowledge, skills and behaviours required for effective performance in financial services roles.
The Wealth Management Learnership provides learners with an opportunity to combine academic learning with practical workplace exposure.
Wealth Management Learnership Qualification
The learnership leads to a nationally recognised:
National Certificate: Wealth Management – NQF Level 5
The qualification consists of structured learning components together with practical and workplace experience in the financial services industry.
This means learners can develop both theoretical knowledge and practical exposure while working within a professional financial services environment.
Key Purpose of the Learnership
The key purpose of the programme is to provide learners with exposure to wealth management and financial services, while supporting the development of training solutions for financial advisers.
Learners will work alongside financial planning and learning and development specialists and gain an understanding of how financial information, research and training materials are developed.
The programme can therefore provide exposure to both financial services concepts and learning and development activities.
Duties and Responsibilities
Learners may be involved in a variety of activities supporting financial planning and learning and development specialists.
Responsibilities may include:
- Supporting financial planning and learning and development specialists in reviewing and developing training materials.
- Assisting with the development of materials aimed at upskilling financial advisers.
- Conducting research into financial products, market trends and regulatory changes.
- Helping ensure that training content remains current and accurate.
- Gathering and analysing information for training materials.
- Assisting with case studies and scenario-planning exercises.
- Preparing reports and summaries that contribute to training material development.
- Organising and maintaining databases of training materials and resources.
- Collecting feedback from training participants.
- Identifying potential improvements to training content and delivery methods.
- Participating in brainstorming sessions focused on improving training solutions.
- Keeping informed about developments in financial advising and wealth management.
- Contributing ideas to training solutions.
- Participating in professional development and training sessions.
- Engaging with experienced Certified Financial Planners (CFPs) and learning and development practitioners for guidance and mentorship.
All tasks are expected to be completed accurately, efficiently and according to the required standards.
Grade 12 Requirements
Grade 12 is essential for this learnership.
Applicants must meet the specified minimum subject requirements:
Mathematics
- Minimum Level 4
- At least 50%
English
- Minimum Level 4
- At least 50%
Mathematics Literacy
- Minimum Level 5
- At least 60%
Second Language
- Minimum Level 4
- At least 50%
Applicants should carefully check their Grade 12 results against these requirements before applying.
An incomplete tertiary qualification in a financial field may be an advantage, but it is not stated as an essential requirement.
Specific Requirements
In addition to the academic requirements, candidates must meet several eligibility conditions.
Applicants must:
- Be between 18 and 30 years old.
- Not be engaged in post-Matric studies.
- Not be formally employed.
- Not have completed a previous learnership.
- Be a South African candidate by birth.
- Have effective written and verbal English communication skills.
- Have basic computer skills.
- Have basic knowledge of MS Excel and MS Outlook.
These requirements are important because the learnership is intended for candidates who are entering the workforce and have not previously completed a learnership.
Personal Attributes and Skills
Discovery is looking for candidates who can demonstrate a range of personal and professional skills.
Important attributes include:
- Critical thinking
- Innovation
- Problem-solving
- Attention to detail
- Accuracy
- Strong verbal and written communication
- Research skills
- Ability to gather, analyse and interpret information
- Quality-focused approach to work
- Systematic and organised working style
- Time management
- Planning and prioritisation
- Ability to work under pressure
- Ability to work independently
- Ability to work effectively as part of a team
- Adaptability
- Ability to accept and learn from constructive criticism
- Ability to communicate fluently and write in a structured and logical manner
Candidates should be comfortable learning new information and applying it accurately in a professional environment.
Career Development Opportunities
The Wealth Management Learnership provides exposure to several areas within financial services, particularly wealth management, financial planning and learning and development.
Learners can gain experience in researching financial products, understanding market developments, preparing training resources, analysing information and interacting with experienced professionals.
The programme may therefore be relevant to young people interested in developing knowledge that can support future opportunities within the financial services sector.
Employment Equity
Discovery states that its approved Employment Equity Plan and targets will be considered as part of the recruitment process.
The company also identifies itself as an equal-opportunities employer and encourages people with various disabilities to apply.
Closing Date
The supplied recruitment information does not specify a closing date for the Wealth Management Learnership.
Applicants should therefore check the official Discovery recruitment listing for the latest application information and any updates to the recruitment timeline.
How to Apply
Interested and eligible candidates should apply through the official Discovery recruitment process for the Wealth Management Learnership.
Before submitting an application, candidates should make sure that they meet the academic and eligibility requirements, particularly the required marks for Mathematics, English, Mathematics Literacy and a second language.
Applicants should also ensure that they are not currently employed or studying after Matric and have not previously completed a learnership.
Final Thoughts
The Discovery Wealth Management Learnership 2026 offers an opportunity for eligible young South Africans to gain structured learning and practical workplace experience in the financial services industry.
The programme leads to a National Certificate: Wealth Management at NQF Level 5 and provides exposure to financial products, market research, financial advising, training development and wealth management.
The main academic requirement is Grade 12, together with the specified subject marks. Applicants must also be 18 to 30 years old, unemployed, not engaged in post-Matric studies and must not have completed a previous learnership.
Candidates who meet these requirements and are interested in financial services, wealth management or financial planning can consider applying through the official Discovery recruitment process.