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
Innovative/ critical thinking/ and problem-solving skills
Good attention to detail and levels of accuracy
Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
Time management and planning skills
Ability to effectively prioritize and execute tasks in a high-pressure environment
Ability to work independently and in a team orientated environment
Service driven, a sense of urgency and a team player.
Adapts to changing circumstances and handles criticism well and learns from it.
Speaks fluently and writes in a well-structured and logical manner.
Education and Experience
Grade 12 is essential.
Maths (Minimum Level 4 - 50%)
English (Minimum Level 4 - 50%)
Maths Literacy (Minimum Level 5 - 60%)
2nd language (Minimum Level 4 - 50%)
May have an incomplete tertiary (financial) qualification (advantage)
Specific Requirements:
Not be engaged in post Matric studies or formal employment.
Not have completed any previous Learnership.
Be between the ages of 18 and 30 years.
Have effective communication skills in the written & verbal English language.
Possess basic computer skills mainly MS Excel, MS Outlook & PowerPoint Presentations
Only South African candidates by birth will be considered.