Learnership Overview
This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification. It combines structured learning components with practical experience in the Financial Services industry.
Responsibilities
- Support financial planning and learning specialists in developing training materials for financial advisers.
- Conduct research on financial products, market trends, and regulatory changes.
- Analyze data for training materials and scenario exercises.
- Assist in organizing a database of training resources.
- Collect feedback to improve training content and delivery.
- Participate in professional development and training sessions.
- Collaborate with experienced CFPs and practitioners for mentorship.
Requirements
- Grade 12 with specified levels in Maths, English, Maths Literacy, and a 2nd language.
- Not engaged in post-Matric studies or formal employment.
- Aged between 18 and 30 years.
- Effective communication skills in English.
- Basic computer skills, mainly MS Excel & Outlook.
- Only South African candidates by birth.
Advantageous: An incomplete tertiary financial qualification is advantageous.
Create and download a CV
