Apply for the Discovery Wealth Management Learnership 2025 and gain an NQF Level 5 qualification plus real financial services experience.
Discovery Wealth Management Learnership 2025: Build a Career in Financial Services
About Discovery
Discovery is one of South Africa’s leading financial services and health insurance companies, known for its innovative approach to improving lives. Founded on the purpose of making people healthier and enhancing and protecting their lives, Discovery is committed to creating a culture of excellence, integrity, and innovation.
At Discovery, people are at the heart of everything they do. The company seeks individuals who not only share its passion for innovation and progress but also demonstrate values that align with its core mission. As part of a fast-paced and dynamic work environment, Discovery provides opportunities for talented and motivated individuals to grow, learn, and contribute to meaningful change in society.
About the Discovery Wealth Management Learnership
The Discovery Wealth Management Learnership is an exceptional opportunity for young South Africans to gain professional experience and earn a nationally recognized qualification: the National Certificate in Wealth Management (NQF Level 5).
This structured learning program combines theory-based classroom training with hands-on workplace experience, providing learners with a comprehensive understanding of the financial services industry. Participants will develop key competencies needed to succeed in the wealth management and financial advisory sectors while receiving mentorship and practical exposure in one of South Africa’s top financial institutions.
The learnership is ideal for individuals who are self-driven, passionate about finance, and eager to pursue a career in wealth management, financial planning, or related fields.
Key Purpose of the Discovery Wealth Management Learnership
The primary goal of this learnership is to provide operational and administrative support to the Wealth Management Sales Team, ensuring smooth day-to-day operations across Discovery’s branches and offices.
Learners will assist in various administrative functions, customer servicing, data management, and compliance processes, all while gaining real-world experience within the Discovery environment.
By the end of the program, learners will have developed the technical, analytical, and interpersonal skills required to pursue a professional career within the financial services sector.
Main Areas of Responsibility
During the Discovery Wealth Management Learnership, participants will take part in a wide range of operational and support activities, including:
- Quality Assurance (QA): Reviewing and verifying all submitted business documentation for accuracy and compliance.
- Business and Claims Management: Capturing new business applications, managing claims, and following up on outstanding documents according to set service level agreements (SLAs).
- Reporting: Compiling, analyzing, and actioning data from daily, weekly, and monthly reports.
- Sales Support: Assisting the Sales Manager and collaborating across business units to ensure efficient operations.
- Customer Service: Engaging directly with financial advisers, serving as a communication link between management and clients, and handling queries from walk-in customers.
- Office Management: Monitoring office efficiencies, managing phone calls, and performing reception duties to ensure a welcoming environment.
- Data Analysis: Assisting with insights and trend analyses to improve operational performance and business outcomes.
Discovery Wealth Management Learnership also exposes learners to Discovery’s culture of service excellence and continuous improvement—an essential foundation for anyone seeking a long-term career in finance.
Required Personal Attributes and Skills
Discovery seeks motivated learners who are passionate about excellence and committed to learning. Successful candidates should demonstrate:
- Critical thinking and innovation skills
- Strong attention to detail and accuracy
- Excellent time management and planning abilities
- Strong communication and interpersonal skills (both verbal and written)
- A proactive, service-driven attitude
- Ability to perform under pressure and meet deadlines
- Adaptability to changing circumstances and constructive feedback
- Team collaboration and a willingness to learn
The company values individuals who bring creativity and a positive mindset to their work, as well as those who take initiative to grow and add value to the team.
Educational Requirements
To qualify for the Discovery Wealth Management Learnership, applicants must meet the following educational and experience requirements:
- Grade 12 (Matric) is essential
- Minimum marks:
- Mathematics – Level 4 (50%)
- English – Level 4 (50%)
- Mathematical Literacy – Level 5 (60%)
- Second Language – Level 4 (50%)
- An incomplete tertiary qualification in Finance will be an advantage but not a requirement.
Additional Requirements
Applicants must also meet specific program criteria, including:
- Must not be engaged in any post-matric studies or formal employment.
- Must not have completed any previous learnership.
- Must be between the ages of 18 and 30 years.
- Must possess basic computer skills, especially MS Excel, MS Outlook, and PowerPoint.
- Must be a South African citizen by birth.
- Must have effective written and verbal communication skills in English.
Employment Equity Commitment
Discovery is an equal opportunity employer, and the company is committed to upholding its approved Employment Equity Plan and Targets.
As part of this commitment, Discovery actively encourages applications from individuals with disabilities and from groups that are underrepresented in the workforce. The company believes that a diverse and inclusive environment fosters creativity, innovation, and better decision-making.
What Learners Can Expect
Learners who are selected forDiscovery Wealth Management Learnership will benefit from:
- Nationally recognized NQF Level 5 qualification in Wealth Management
- Practical workplace experience in the financial services industry
- Mentorship and coaching from experienced professionals
- Personal and career development opportunities
- A structured, 12-month learning program designed to prepare learners for future roles in wealth management, client services, and administration.
Graduates of the program often find opportunities within Discovery or other leading institutions in the financial sector, equipped with valuable skills that enhance employability and career progression.
How to Apply
Applications for the Discovery Wealth Management Learnership can be submitted through the Discovery Careers Portal.
Applicants are encouraged to prepare a detailed CV, certified copies of their ID and matric certificate, and any other supporting documentation before applying.
Be sure to check the Discovery website regularly for application deadlines and updates.
Disclaimer
Learnerstag is not a recruitment agency and do not offer employment directly. This article is published for informational purposes to help South African youth access verified learnership opportunities. Applicants should apply directly through the official Discovery careers website or authorized platforms. Always verify the closing date and eligibility criteria before applying.
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