Discovery Learnership: Wealth Management – NQF Level 5

Discovery Wealth Management Learnership 2026

Discovery Institute of Training is inviting applications for its Learnership: Wealth Management opportunity. The programme offers successful candidates the opportunity to obtain a nationally recognised NC: Wealth Management NQF Level 5 qualification while gaining practical workplace experience in the financial services industry.

Job Details

Company: Discovery Institute of Training
Business Unit: Sales & Distribution
Function: Learning (Development & Training)
Position: Learnership – Wealth Management
Qualification: NC: Wealth Management NQF Level 5
Date Posted: 26 August 2026
Location: South Africa
Employment Type: Learnership

About Discovery

Discovery is a purpose-driven organisation focused on making people healthier and enhancing and protecting their lives. The organisation invests in talented individuals and provides a dynamic environment where employees can develop their skills and contribute to meaningful innovation.

About Discovery Institute of Training

The Discovery Institute of Training focuses on academic excellence, innovation and professional development within the financial services industry.

The institute develops sales and distribution professionals by providing knowledge, skills and workplace behaviours required to perform effectively across Discovery’s product lines.

Learnership Purpose

The Wealth Management Learnership combines structured learning with practical workplace experience and leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification.

Successful candidates will gain exposure to financial planning, wealth management, financial products, training development and the broader financial services environment.

Key Responsibilities

Learners may be required to:

Support financial planning and learning and development specialists in reviewing and developing training materials.
Research financial products, market trends and regulatory changes.
Gather, analyse and interpret information for training materials, case studies and scenario-planning exercises.
Assist with reports and summaries used to develop training content.
Organise and maintain training materials and resources.
Collect feedback from training participants and identify opportunities for improvement.
Participate in brainstorming sessions to improve training solutions.
Keep up to date with developments in financial advising and wealth management.
Contribute innovative ideas to training solutions.
Participate in professional development and training sessions.
Engage with experienced Certified Financial Planners (CFPs) and learning and development practitioners for mentorship and guidance.

Skills and Personal Attributes

Applicants should demonstrate:

Critical thinking and problem-solving skills.
Innovation and willingness to learn.
Strong attention to detail and accuracy.
Good verbal and written communication skills.
Strong research and analytical abilities.
The ability to gather, analyse and interpret data.
Good planning and time-management skills.
The ability to prioritise and execute tasks effectively.
The ability to work independently and as part of a team.
Adaptability and willingness to learn from feedback.
A systematic and organised approach to work.
The ability to communicate information clearly and logically.

Education Requirements

Applicants must have:

Grade 12 / Matric
Mathematics: Minimum Level 4 – 50%
English: Minimum Level 4 – 50%
Mathematical Literacy: Minimum Level 5 – 60%
Second Language: Minimum Level 4 – 50%

An incomplete tertiary qualification in a financial-related field will be an advantage.

Specific Requirements

Candidates must:

Be between 18 and 30 years old.
Not currently be engaged in post-Matric studies.
Not currently be formally employed.
Not have completed a previous learnership.
Have effective written and verbal English communication skills.
Have basic computer skills, particularly MS Excel and MS Outlook.
Be South African by birth.

Employment Equity

Discovery’s approved Employment Equity Plan and targets will be considered during the recruitment process. Discovery is an equal-opportunities employer and encourages people with disabilities to apply.

Who Should Apply?

This opportunity is suited to young South Africans who have completed Grade 12 and are interested in developing a career in wealth management, financial planning and financial services.

The programme provides a combination of formal learning, practical workplace exposure, professional development and mentorship.

Important Notice

Applicants should carefully check that they meet all age, education, employment and learnership requirements before applying.

Date Posted: 26 August 2026
Programme: Learnership – Wealth Management
Qualification: NC: Wealth Management NQF Level 5
Training Provider: Discovery Institute of Training

Apply Now

Interested and suitably qualified candidates should apply through the official Discovery Careers platform and follow the application instructions provided for the Wealth Management Learnership.

Search for “Learnership – Wealth Management” on Discovery Careers to locate the official vacancy and submit your application.

Frequently Asked Questions

What qualification does the Discovery Wealth Management Learnership offer?

The programme leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification.

Who can apply?

South African candidates by birth who are aged 18 to 30, meet the specified Grade 12 subject requirements, are not formally employed or studying after Matric, and have not previously completed a learnership may apply.

Is Mathematics required?

Yes. Mathematics requires a minimum of Level 4 (50%). Applicants using Mathematical Literacy require a minimum of Level 5 (60%).

Is previous tertiary education required?

No. Grade 12 is essential. An incomplete tertiary financial qualification is listed as an advantage.

Can someone who has completed a previous learnership apply?

No. The requirements state that applicants must not have completed a previous learnership.

Is this opportunity suitable for someone interested in financial services?

Yes. The learnership provides exposure to wealth management, financial products, financial planning, training development and the financial services industry.

Apply Here