Learnership - Wealth Management

Job Description

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. All tasks must be completed accurately, efficiently and at the set standard.

Support financial planning and learning and development specialists in reviewing and developing various types of training materials aimed at upskilling financial advisers. Conduct research on financial products, market trends, and regulatory changes to ensure training content is current and accurate. Gather and analyse data to be used in training materials, case studies, and scenario planning exercises. Assist in preparing reports and summaries that contribute to the development of training materials. Assist in organising and maintaining a database of training materials and resources. Assist in collecting feedback from training participants to identify areas for improvement in the content or delivery methods. Participate in brainstorming sessions to enhance the effectiveness of training solutions. Stay informed about the latest trends in financial advising and wealth management to contribute innovative ideas to training solutions. Actively participate in ongoing professional development and training sessions. Engage with experienced CFPs and learning and development practitioners for guidance and mentorship, fostering personal and professional growth.

How to Apply

Apply now at https://careers.discovery.co.za/talentcommunity/apply/1430370133/?locale=en_GB