Vitality Wealth Management Learnership Vacancy 2026 / 2027

Opportunity Overview

This Learnership at Vitality offers a chance to complete a nationally recognised NC: Wealth Management qualification. Participants will gain practical experience within the dynamic financial services industry.

The programme provides exposure to various wealth management activities, including client servicing, claims administration, pre-sale underwriting, and processes related to life benefits, retirement funds, and new business. Through structured learning and hands-on workplace experience, learners will develop essential skills, knowledge, and industry understanding for a career in financial services.

Minimum Requirements

• Grade 12 with:
• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 – 60%)
• 2nd language (Minimum Level 4 – 50%)
• Not currently engaged in post-Matric studies or formal employment
• Not have completed any previous Learnership
• Be between the ages of 18 and 30 years
• Possess effective communication skills in written and verbal English
• Have basic computer skills, mainly MS Excel and MS Outlook
• Only South African candidates by birth will be considered
• An incomplete tertiary (financial) qualification would be advantageous

Key Responsibilities

• Complete the NC: Wealth Management NQF Level 5 learnership programme and associated coursework
• Gain practical experience across key areas of the Wealth Management function
• Support client servicing activities and assist with customer enquiries
• Develop an understanding of life benefits, retirement funds, and funeral policies
• Assist with the administration of claims and underwriting processes
• Maintain accurate records and ensure information is processed correctly
• Build knowledge of financial services products, regulations, and industry practices
• Work collaboratively with colleagues to deliver excellent customer service
• Manage learning objectives and workplace responsibilities effectively
• Contribute positively to team activities and continuous improvement initiatives

What the Work Involves

This learnership involves gaining hands-on experience in the wealth management sector of the financial services industry. You will spend your days supporting various administrative and client-facing tasks, such as assisting with customer enquiries and administering claims. The role requires meticulous record-keeping to ensure all information is processed correctly.

You will work as part of a team, contributing to the delivery of customer service while developing your knowledge of financial products, industry regulations, and best practices. This role is an opportunity to immerse yourself in the day-to-day operations of wealth management, building a foundational understanding through both structured learning and practical application.

How to Apply

To apply for this learnership, please follow the link below:

• Visit the application portal: https://recruit.vitality.co.uk/vacancies/21772/learnership--wealth-management.html