Company: Discovery (Discovery Institute of Training)
Business Unit: Sales & Distribution
Function: Learning, Development & Training
Industry: Financial Services, Insurance & Investment
Location: Sandton / Johannesburg, Gauteng (Discovery Place)
Position Type: 12-Month Structured Learnership Programme
Qualification Awarded: National Certificate: Wealth Management (NQF Level 5)
Posted Date: 26 August 2026
Closing Date: Open / Immediate Intake
About Discovery & The Wealth Management Learnership
Discovery is a world-leading financial services enterprise driven by its purpose to make people healthier and enhance their lives.
The Discovery Institute of Training is inviting young, driven South Africans to apply for the NC: Wealth Management NQF Level 5 Learnership Programme. This 12-month learnership combines formal classroom learning with real-world practical experience within Discovery’s Sales & Distribution division. Learners will work alongside Certified Financial Planners (CFPs) and Learning & Development specialists to research financial products, develop training materials for financial advisers, and gain deep exposure to wealth management, financial planning, and market trends.
Key Responsibilities & Learning Workstreams
During this structured 12-month learnership, candidates will focus on five primary core workstreams:
1. Training Material Development & Support
- Adviser Upskilling: Support financial planning specialists in reviewing, drafting, and updating training content used to upskill financial advisers.
- Resource Database: Assist in organizing, maintaining, and updating the central repository of learning materials and adviser tools.
2. Financial Research & Data Analysis
- Market Research: Conduct targeted research on wealth management products, financial planning strategies, market trends, and regulatory updates.
- Data Gathering: Gather, analyze, and format financial data to create real-world case studies and scenario-based training exercises.
3. Feedback & Program Evaluation
- Feedback Collection: Collect, track, and summarize participant feedback from training sessions to identify content improvements.
- Brainstorming: Participate in team strategy sessions to design innovative learning solutions and training delivery methods.
4. Mentorship & Professional Development
- Expert Coaching: Engage directly with experienced CFPs and Learning & Development practitioners for regular mentorship and guidance.
- Skill Building: Complete all classroom assessments, portfolio of evidence (POE) modules, and workplace assignments required for the NQF Level 5 qualification.
Candidate Profile & Requirements
To qualify for entry into this NQF Level 5 learnership, candidates must meet the following criteria:
- Educational Qualifications:
- Grade 12 / Matric Certificate (Essential).
- Mathematics: Minimum Level 4 (50%) OR Mathematical Literacy: Minimum Level 5 (60%).
- English: Minimum Level 4 (50%).
- 2nd Language: Minimum Level 4 (50%).
- Incomplete tertiary qualifications in finance, commerce, or economics are advantageous.
- Specific Criteria & Eligibility:
- Must be a South African citizen by birth.
- Must be aged between 18 and 30 years.
- Must NOT be currently engaged in post-Matric tertiary studies or formal employment.
- Must NOT have completed any previous formal learnership programme.
- Technical & Core Skills:
- Basic computer literacy (proficient in MS Excel and MS Outlook).
- Strong research, analytical, and critical-thinking skills.
- Excellent written and verbal English communication capabilities.
- High attention to detail, systematic work style, and good time management under pressure.
What Discovery Offers
- Nationally Recognized Qualification: Full funding and training to achieve an NQF Level 5 National Certificate in Wealth Management.
- Monthly Learner Allowance: Earning a monthly stipend while gaining hands-on financial services exposure.
- CFP Mentorship: Direct networking and career coaching from senior wealth management specialists at Discovery.
Career Advice for Learnership Applicants
- Highlight Your Matric Marks: Clearly state your Grade 12 marks for English, Mathematics/Maths Lit, and 2nd Language on page 1 of your CV.
- Confirm Eligibility Requirements: Explicitly state in your cover letter that you are an SA citizen by birth, aged 18–30, not currently studying, and have never completed a learnership before.
- Show Interest in Wealth Management: Mention any interest in financial advising, investments, or insurance trends in your motivation letter.
Sample Discovery Learnership Interview Questions
Analytical Thinking & Career Orientation
- Question (Problem Solving): “How do you approach gathering and analyzing complex financial data when asked to summarize a new market trend?”
- Question (Value Alignment): “Why do you want to pursue a career in Wealth Management at Discovery, and how do you handle working in a fast-paced environment?”
How to Apply
Submit your application directly through Discovery’s official careers portal:
- Company: Discovery Ltd
- Division: Discovery Institute of Training (Sales & Distribution)
- Position: Learnership: Wealth Management (NQF Level 5)
- Location: Sandton / Johannesburg, Gauteng