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Learnership - Wealth Management at Discovery

--Powermax General Electrical Merchants Ltd--

Job Description

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose

Is to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.


Key Purpose of the role

This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry.

Job Industry

Finance, Accounting And Assurance Services

Job Salary Currency

Job Salary Fixed

No

Key Deliverables

  • To QA all submitted business
  • To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
  • To compile and action work based on the daily, weekly and monthly reports
  • To assist the Sales Manager
  • Collaborate with all business areas
  • Monitor office efficiencies
  • Service financial advisers and serve as a conduit between the manager and business
  • Compile and present monthly team reports
  • Ensure all on-boarding occurs within set SLAs
  • Receive and service walk in clients
  • Serve as a liaison to Discovery
  • To answer the phone and manage office functions. To serve as a frontline administrator and receptionist for walk in clients
  • To assist the Sales Manager with insights and trend analyses

Essential Qualities

Essential Qualities

Grade 12 is essential.

  • Maths (Minimum Level 4 – 50%)
  • English (Minimum Level 4 – 50%)
  • Maths Literacy (Minimum Level 5 - 60%)
  • 2nd language (Minimum Level 4 – 50%)
  • May have an incomplete tertiary (financial) qualification (advantage)
  • Not be engaged in post Matric studies or formal employment.
  • Not have completed any previous Learnership.
  • Be between the ages of 18 and 30 years.
  • Have effective communication skills in the written & verbal English language.
  • Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations
  • Innovative/ critical thinking/ and problem-solving skills
  • Good attention to detail and levels of accuracy
  • Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
  • Time management and planning skills
  • Ability to effectively prioritize and execute tasks in a high-pressure environment
  • Ability to work independently and in a team orientated environment
  • Service driven, a sense of urgency and a team player.
  • Adapts to changing circumstances and handles criticism well and learns from it.
  • Speaks fluently and writes in a well-structured and logical manner.

Application Process

Close Date

13/09/2025

Apply Now!