Vitality: Wealth Management Learnerships 2026 / 2027

•  Closing date: September 14, 2026 

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:

1. Maths (Minimum Level 4 – 50%)  
2. English (Minimum Level 4 – 50%) 
3. Maths Literacy (Minimum Level 5 – 60%) 
4. 2nd language (Minimum Level 4 – 50%)  

• 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 
• Only South African candidates by birth will be considered

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


How to Apply

Apply Online for the Vitality: Wealth Management Learnerships 2026 / 2027