Discovery Connect - Learnership - Wealth Management - JHB - Sandton

About this opportunity

Key Purpose of the role • 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