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Discovery Wealth Management Learnership 2027: Requirements and How to Apply
The Discovery Institute of Training has opened applications for its Wealth Management Learnership, based at 1 Discovery Place in Sandton. Unlike a general learnership, this one leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification, and places learners inside the team that trains Discovery’s own financial advisers, giving successful applicants early exposure to the financial planning and wealth management side of the industry.
If you have matric, an interest in financial services, and want a learnership with a clear qualification outcome attached, this is worth looking at closely.
About the Discovery Institute of Training
The Discovery Institute of Training exists to train and develop Discovery’s sales and distribution workforce across all product lines, with a stated vision of being the leading institute for academic excellence and innovation in the financial services industry. Learners on this programme work alongside financial planning and learning-and-development specialists rather than in a typical branch or call-centre environment.
What the Learnership Involves
This is a structured learning plus workplace experience programme. Learners can expect to:
- Support financial planning and learning and development specialists in reviewing and developing training materials aimed at upskilling financial advisers
- Conduct research on financial products, market trends and regulatory changes to keep training content accurate and current
- Gather and analyse data used in training materials, case studies and scenario planning exercises
- Assist in preparing reports and summaries that feed into training material development
- Help organise and maintain a database of training materials and resources
- Collect feedback from training participants to identify areas for improvement
- Take part in brainstorming sessions aimed at improving training solutions
- Engage with experienced Certified Financial Planners (CFPs) and learning and development practitioners for mentorship
This is a more research and content-driven learnership than a typical client-facing role, so it suits candidates who enjoy analysis and structured writing as much as those interested in financial advice itself.
Education Requirements
- Grade 12 (essential)
- Mathematics, minimum Level 4 (50%)
- English, minimum Level 4 (50%)
- Mathematical Literacy, minimum Level 5 (60%)
- A second language, minimum Level 4 (50%)
- An incomplete tertiary qualification in a financial field is considered an advantage, though not required
Specific Eligibility Requirements
Beyond academic results, applicants must also meet the following:
- Must not currently be engaged in post-Matric studies or formal employment
- Must not have completed any previous learnership
- Must be between 18 and 30 years old
- Must have effective written and verbal communication skills in English
- Must possess basic computer skills, particularly in MS Excel and MS Outlook
- Only South African citizens by birth will be considered
Note that the age range here (18 to 30) is wider than some of Discovery’s other learnerships, which typically cap at 25, so slightly older candidates without prior learnership experience may still qualify.
Personal Attributes Discovery Is Looking For
Alongside the formal requirements, Discovery has outlined the kind of candidate profile it wants for this role, including:
- Strong critical thinking and problem-solving skills
- High attention to detail and accuracy
- Clear, concise written and verbal communication
- Strong research, data-gathering and analysis skills
- Good time management and the ability to prioritise under pressure
- Comfort working both independently and in a team environment
- Adaptability and the ability to take feedback constructively
Employment Equity
Discovery has confirmed that its approved Employment Equity Plan and Targets will apply during recruitment. As an equal opportunities employer, Discovery actively encourages and welcomes people with various disabilities to apply.
How to Apply
Applications go through Discovery’s official careers portal. You can apply directly, or start the process using your LinkedIn profile to join Discovery’s talent community and receive relevant alerts. No closing date is listed on the current posting, so eligible applicants should apply promptly rather than waiting, as learnership places are often filled ahead of a formal deadline.
Visit the official website to apply online
Frequently Asked Questions
What qualification does this learnership lead to? A nationally recognised NC: Wealth Management qualification at NQF Level 5.
What age range qualifies for this learnership? Applicants must be between 18 and 30 years old.
Can I apply if I have started a financial qualification but not finished it? Yes. An incomplete tertiary qualification in a financial field is listed as an advantage, not a disqualifier.
Do I need work experience? No. Applicants must not currently be in formal employment, and the role is structured as an entry-level learnership.
Can I apply if I am currently studying? No. Applicants must not be engaged in post-Matric studies during the learnership period.
Where is this learnership based? At 1 Discovery Place, Sandton, Gauteng, within the Discovery Institute of Training.
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