Wealth Management Learner

Job description

This learnership combines structured learning and workplace experience towards a National Certificate in Wealth Management at NQF Level 5. Learners support the Operations team and administrative functions. The official advert is dated 10 November 2026. Reference: 1455855633. The advert does not state a closing date, so apply as soon as possible. Apply only through the employer's official careers page linked on this listing.

Requirements

• Grade 12; Mathematics Level 4 (50%) or Mathematical Literacy Level 5 (60%); English and second language Level 4 (50%).
• Between 18 and 30 years old.
• Not engaged in post-Matric studies or formal employment; no previous learnership.
• South African by birth.
• Written and verbal English communication skills; basic Excel, Outlook and PowerPoint skills.

Responsibilities

• Quality-assure submitted business and capture new business and claims.
• Follow up outstanding requirements within service-level agreements.
• Compile daily, weekly and monthly reports and assist the Sales Manager.
• Support financial advisers, onboarding, walk-in clients and office administration.

Application tips

• •Learnerships are for people with little or no experience — apply even if your CV is short.
• •Include your latest results, even if you did not pass every subject.
• •Mention that you are unemployed and available immediately.