Learnership – Wealth Management: DIT needed at Discovery Limited

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

• All tasks must be completed accurately, efficiently and at the set standard.
• Support financial planning and learning and development specialists in reviewing and developing various types of training materials aimed at upskilling financial advisers.
• Conduct research on financial products, market trends, and regulatory changes to ensure training content is current and accurate.
• Gather and analyse data to be used in training materials, case studies, and scenario planning exercises.
• Assist in preparing reports and summaries that contribute to the development of training materials.
• Assist in organising and maintaining a database of training materials and resources.
• Assist in collecting feedback from training participants to identify areas for improvement in the content or delivery methods.
• Participate in brainstorming sessions to enhance the effectiveness of training solutions.
• Stay informed about the latest trends in financial advising and wealth management to contribute innovative ideas to training solutions.
• Actively participate in ongoing professional development and training sessions.
• Engage with experienced CFPs and learning and development practitioners for guidance and mentorship, fostering personal and professional growth.

Personal Attributes and Skills

• Innovative/ critical thinking/ innovation and problem-solving skills
• Good attention to detail and levels of accuracy
• Good verbal and written communication skills, with the ability to convey complex information in a clear and concise manner
• Strong research skills with the ability to gather, analyse, and interpret data
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritise and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• 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.