Vitality: Wealth Management Learnerships 2026 / 2027

Learnership Overview

This Learnership offers the opportunity to complete a nationally recognised NC: Wealth Management qualification while gaining practical experience within the financial services industry. The role provides exposure to a variety of wealth management activities, including client servicing, claims administration, pre-sale underwriting, life benefits, retirement funds and new business processes. Through structured learning and hands-on workplace experience, learners will develop the skills, knowledge and industry understanding needed to build a successful career in financial services.

Responsibilities

• Complete the NC: Wealth Management NQF Level 5 learnership programme and associated coursework.
• Gain practical experience across key areas of the Wealth Management function.
• Support client servicing activities and assist with customer enquiries.
• Develop an understanding of life benefits, retirement funds and funeral policies.
• Assist with the administration of claims and underwriting processes.
• Maintain accurate records and ensure information is processed correctly.
• Build knowledge of financial services products, regulations and industry practices.
• Work collaboratively with colleagues to deliver excellent customer service.
• Manage learning objectives and workplace responsibilities effectively.
• Contribute positively to team activities and continuous improvement initiatives.

Requirements

• Grade 12 with Maths (Minimum Level 4 – 50%), English (Minimum Level 4 – 50%), Maths Literacy (Minimum Level 5 - 60%), and a second language (Minimum Level 4 – 50%).
• Not engaged in post Matric studies or formal employment.
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years.
• Effective communication skills in English.
• Basic computer skills, especially in MS Excel & MS Outlook.
• Only South African candidates by birth will be considered.

NB. An incomplete tertiary (financial) qualification would be advantageous.

JobGigsNow Application Guidance

Ensure your CV highlights your educational qualifications and any relevant skills in financial services or client interaction. Given the emphasis on practical experience, consider including any informal activities or projects that demonstrate your understanding of wealth management. Practice articulating your interest in the role and willingness to learn new processes, as this will be pivotal during interviews.