Learnership - Wealth Management

Discovery – Mass Market Distribution Learnership : Wealth Management

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose

Is to provide support to the sales team as well as 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 which consists of structured learning components combined with practical / workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

• 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

Personal Attributes and Skills

Education and Experience

Grade 12 is essential.

Specific Requirements :

EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

#J-18808-Ljbffr