Discovery Wealth Management Learnerships 2026 / 2027

Opportunity Overview

Discovery is offering Wealth Management Learnerships for the 2026/2027 intake. This programme provides an opportunity to gain a nationally recognised NC: Wealth Management NQF Level 5 qualification.

The learnership is structured to combine theoretical learning with valuable practical workplace experience within the dynamic Financial Services industry. This hands-on approach will equip you with essential skills for a career in wealth management.

Minimum Requirements

To be considered for this learnership, applicants must meet the following criteria:

• Be a South African citizen by birth.
• Be between the ages of 18 and 30 years.
• Possess a Grade 12 / Matric Certificate with the following minimum results:
• Mathematics: Level 4 (50%)
• English: Level 4 (50%)
• Maths Literacy: Level 5 (60%)
• A Second Language: Level 4 (50%)
• Must not be currently engaged in any post-Matric studies or formal employment.
• Must not have completed any previous learnership programme.
• Demonstrate effective communication skills in both written and verbal English.
• Have basic computer proficiency, specifically with MS Excel and MS Outlook.
• Advantageous: An incomplete tertiary qualification in a financial field will be considered an advantage.

Key Responsibilities

Learners will undertake a variety of responsibilities, which may include:

• Performing quality assurance (QA) checks on all submitted business documents.
• Assisting with the capturing of new business applications and claims.
• Following up on outstanding requirements in accordance with Service Level Agreements (SLAs).
• Compiling and actioning work based on daily, weekly, and monthly reports.
• Providing support to the Sales Manager.
• Collaborating effectively with various business areas.
• Monitoring and enhancing office efficiencies.
• Servicing financial advisers and serving as a communication channel between management and the business.
• Preparing and presenting monthly team reports.
• Ensuring all onboarding processes adhere to set SLAs.
• Receiving and providing service to walk-in clients.
• Acting as a liaison to Discovery stakeholders.
• Managing office functions, including answering telephones.
• Serving as a frontline administrator and receptionist for walk-in clients.
• Assisting the Sales Manager with insights and trend analyses.

What the Work Involves

As a Wealth Management Learner at Discovery, you will be an integral part of an office environment in Sandton, providing essential administrative and client support. Your daily tasks will involve managing documentation for new business, ensuring quality control, and handling various client interactions, both over the phone and in person as a frontline administrator and receptionist.

You will play a crucial support role to the Sales Manager, assisting with report generation, data analysis, and coordinating with different business units to ensure smooth operations. This includes maintaining office efficiency, servicing financial advisers, and ensuring all processes, particularly client onboarding, meet specified service standards.

How to Apply

To apply for the Discovery Wealth Management Learnerships, please follow these steps:

• Visit the official Discovery Careers portal.
• Click on the following application link: https://careers.discovery.co.za/job/Sandton-1-Discovery-Place-Discovery-Connect-Learnership-Wealth-Management-JHB-Sandton-GP-2196/1455855633/