Discovery Connect - Learnership - Wealth Management - JHB - Sandton

Is to provide support to the Operations team as well as manage admin functions within division.

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.

• 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)
• 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 & PowerPoint Presentations
• Only South African candidates by birth will be considered.

To QA all submitted business

To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA

To compile and action work based on the daily, weekly and monthly reports

To assist the Sales Manager

Collaborate with all business areas

Monitor office efficiencies

Service financial advisers and serve as a conduit between the manager and business

Compile and present monthly team reports

Ensure all on-boarding occurs within set SLAs

Receive and service walk in clients

Serve as a liaison to Discovery

To answer the phone and manage office functions. To serve as a frontline administrator and

receptionist for walk in clients

To assist the Sales Manager with insights and trend analyses