Discovery: Finance Administrator Internship

The Financial Learning & Development intern will support the research, design, development, review and evaluation of accessible, evidence-based financial education content for different audiences. The role will work closely with Learning and Development specialists and subject matter experts to translate financial concepts into practical learning experiences that help people make informed financial decisions and build healthier financial habits.

The internship will provide practical exposure to financial education, financial planning, learning content development, research, digital learning and programme evaluation within the Discovery Institute of Training.

Areas of Responsibility

Areas of responsibility may include the following:

• Conduct desktop research on personal finance and financial education topics, including budgeting, saving, debt and credit, insurance, investing, retirement planning, financial risk and responsible financial decision-making.
• Use credible, current and appropriately dated sources, and record and reference sources accurately in the required referencing style.
• Fact-check financial information, examples, calculations, statistics and source details before submitting work for review.
• Help translate complex financial concepts into clear, practical and accessible learning content.
• Support the development and updating of presentations, workbooks, facilitator guides, activities, case studies, campaigns, digital learning content, assessments, infographics and other financial education resources.
• Assist with defining clear learning outcomes and structuring content into logical learning journeys.
• Research the financial education needs, behaviours, barriers and preferred learning methods of defined target audiences.
• Help translate research findings into learner profiles, learning outcomes, content recommendations, practical examples and realistic scenarios.
• Consider differences in financial knowledge, language, accessibility and digital access when supporting content development.
• Contribute ideas that make financial education relevant, inclusive, engaging and practical.
• Review content for financial accuracy, clarity, consistency, plain language, accessibility and alignment with the intended audience.
• Support quality assurance, proofreading, source verification, document control and version control.
• Help implement review feedback accurately and maintain clear records of changes.
• Support the development of financial education content that is objective, impartial, evidence-based, appropriately targeted and clearly separated from financial product marketing or personal financial advice.
• Identify and escalate information that may be inaccurate, outdated, misleading, promotional or advice-related.
• Work within applicable Discovery requirements, financial education standards and approval processes.
• Support the collection, organisation and analysis of participation, feedback and evaluation data.
• Assist with identifying trends, lessons and opportunities to improve the relevance, accessibility and effectiveness of financial education initiatives.

Requirements

• A completed three-year diploma or undergraduate degree in:

1. Financial Planning,
2. Finance,
3. Financial Management,
4. Economics,
5. Investment Management,
6. Commerce with a relevant major,
7. or another closely related financial services field.

• Preference may be given to candidates whose studies included personal financial planning, consumer finance, financial literacy, behavioural economics, research methodology, statistics or data analysis.
• No formal work experience is required.
• Academic, volunteer or community experience involving research, financial education, content development, tutoring, data analysis or public engagement will be advantageous.

Technical Capabilities

• Working knowledge of Microsoft Word, PowerPoint, Excel and Outlook.
• Ability to conduct structured online research and assess the credibility of sources.
• Ability to organise information and work accurately with documents and basic data.
• Basic data analysis or statistical literacy is advantageous.
• Exposure to digital content tools, learning platforms, design tools or generative AI is advantageous.

What the Interns Will Gain:

• Practical experience in financial education and learning content development.
• Exposure to personal financial planning concepts and the financial services industry.
• Experience in research, quality assurance, digital learning and programme evaluation.
• Guidance and mentorship from experienced Learning and Development and financial education specialists.
• Opportunities to contribute to real financial education initiatives, campaigns and learning solutions.
• Experience working with different specialists and stakeholders in a professional environment.
  
  

How to Apply

Apply Online for the Discovery: Finance Administrator Internship