Learnership – Wealth Management

Key Purpose

• Provide support to the sales team and manage operations and admin functions within each branch or office for the division.

Key Purpose of the Role

• This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification. It combines structured learning with practical workplace experience in the financial services industry.

Areas of Responsibility (may include but not limited to)

• Quality assure all submitted business.
• Assist with capturing new business and claims, and follow up on outstanding requirements within service level agreements.
• Compile and action work based on daily, weekly, and monthly reports.
• Assist the Sales Manager.
• Collaborate with all business areas.
• Monitor office efficiencies.
• Service financial advisers and act as a link between the manager and business.
• Compile and present monthly team reports.
• Ensure all on-boarding happens within set service level agreements.
• Receive and service walk-in clients.
• Serve as a liaison to Discovery.
• Answer the phone and manage office functions. Act as a frontline administrator and receptionist for walk-in clients.
• Assist the Sales Manager with insights and trend analyses.

Personal Attributes and Skills

• Innovative, critical thinking, and problem-solving skills.
• Good attention to detail and accuracy.
• Sets high standards for quality and quantity, and works in a systematic, methodical, and orderly way.
• Time management and planning skills.
• Ability to prioritise and complete tasks in a high-pressure environment.
• Ability to work independently and in a team.
• Service-driven, with a sense of urgency and a team player.
• Adapts to changes, handles criticism well, and learns from it.
• Speaks and writes fluently in a clear, 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%).
• An incomplete tertiary qualification in finance is an advantage.

Specific Requirements

• Not engaged in post-Matric studies or formal employment.
• Not completed any previous Learnership.
• Between 18 and 30 years old.
• Effective communication skills in written and verbal English.
• Basic computer skills, mainly in MS Excel, MS Outlook, and PowerPoint.
• Only South African candidates by birth will be considered.