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.

Areas of responsibility may include but not limited to

• Wealth Management:
• Telesales, Administration, Data analytics, Compliance, lead prequalifying, Quoting, client servicing, claims, pre-sale underwriting and new business,

Personal Attributes and Skills

• 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.

Education and Experience

• 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)

Specific Requirements:

• 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
• Only South African candidates by birth will be considered.