Discovery Learnership: Wealth Management

Discovery is offering a Learnership in Wealth Management through the Discovery Institute of Training. The opportunity is aimed at young South Africans who want to gain a nationally recognised qualification while receiving practical workplace experience in the financial services industry.

Job Details

Company: Discovery
Programme: Learnership – Wealth Management
Business Unit: Sales & Distribution
Function: Learning, Development & Training
Training Provider: Discovery Institute of Training
Qualification: NC: Wealth Management – NQF Level 5
Date Posted: 24 September 2026
Location: Sandton – 1 Discovery Place, GP, ZA, 2196, South Africa

About Discovery

Discovery’s core purpose is to make people healthier and enhance and protect their lives. The company invests in individuals who understand and support this purpose and whose values align with the organisation.

Discovery operates in a fast-paced and dynamic environment and focuses on innovation, financial success and creating positive change in society.

About the Discovery Institute of Training

The Discovery Institute of Training aims to be a leading institute for academic excellence and innovation within the financial services industry.

The institute focuses on training and developing a high-performing sales force by providing employees with the knowledge, skills and behaviours required to perform effectively and support business objectives.

It provides training across Discovery’s sales and distribution workforce and develops industry-related training content.

About the Wealth Management Learnership

The Wealth Management Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification.

The programme combines structured learning with practical workplace experience in the financial services industry.

Successful learners will gain exposure to financial planning, wealth management, financial products, market trends, regulatory requirements and the development of training solutions for financial advisers.

Key Responsibilities

Learners may be required to:

• Support financial planning and learning and development specialists in reviewing and developing training materials for financial advisers.
• Conduct research on financial products, market trends and regulatory changes.
• Help ensure training content remains current and accurate.
• Gather and analyse information for training materials, case studies and scenario-planning exercises.
• Assist with preparing reports and summaries used in developing training materials.
• Help organise and maintain databases containing training materials and resources.
• Collect feedback from training participants.
• Identify opportunities to improve training content and delivery methods.
• Participate in brainstorming sessions aimed at improving training solutions.
• Stay informed about developments and trends in financial advising and wealth management.
• Contribute innovative ideas to training solutions.
• Participate in ongoing professional development and training sessions.
• Engage with experienced Certified Financial Planners (CFPs) and learning and development practitioners for guidance and mentorship.
• Complete assigned tasks accurately, efficiently and according to required standards.

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Skills and Personal Attributes

Applicants should demonstrate:

• Innovative and critical-thinking abilities.
• Problem-solving skills.
• Strong attention to detail.
• A high level of accuracy.
• Good verbal and written communication skills.
• The ability to explain complex information clearly and concisely.
• Strong research skills.
• The ability to gather, analyse and interpret information and data.
• A systematic and organised approach to work.
• Good time-management and planning skills.
• The ability to prioritise and complete tasks in a high-pressure environment.
• The ability to work independently and as part of a team.
• Adaptability when circumstances change.
• The ability to accept criticism and learn from feedback.
• Fluent verbal and well-structured written communication.
• High standards for quality and productivity.

Education Requirements

Applicants must have:

• Grade 12 / Matric
• 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 a financial field may be an advantage.

Specific Requirements

Applicants must:

• Be between 18 and 30 years old.
• Not currently be engaged in post-Matric studies.
• Not currently be formally employed.
• Not have completed a previous learnership.
• Have effective written and verbal English communication skills.
• Have basic computer skills, particularly MS Excel and MS Outlook.
• Be South African by birth.

Employment Equity

Discovery’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process.

Discovery is an equal opportunities employer and encourages people with various disabilities to apply.

How to Apply

Interested and suitably qualified candidates should apply through the official Discovery careers platform and follow the application instructions provided for the Learnership – Wealth Management opportunity.

Important: Applicants should ensure that they meet all the stated age, education, employment and previous-learnership requirements before applying.