Learning & Development Specialist / Training Specialist

Business Unit: Sales & Distribution

Function: Learning (Development & Training)

Date: 4 Dec 2025

Learning and Development Specialist /Training Specialist

Discovery Institute of Training

Sandton

Primary function of the role

The Discovery Institute of Training is seeking a Learning and Development Specialist /Training Specialist. This position is responsible for delivering onboarding programmes and ongoing proficiency training for Financial Advisers, Broker Consultants and Independent Financial Advisers. The role involves regular engagement with internal teams and Sales & Distribution stakeholders to identify and address learning and development needs. In addition, the consultant will act as a Product Lead and Subject Matter Expert for a specific product line. This includes providing deep product knowledge, guiding strategic training efforts, and serving as a mentor and coach to peers.

Key outputs

All work must be done accurately, comprehensively, and in line with set quality standards.

• Provide regular product, systems, financial planning, and practice management training sessions to Financial Advisers, Broker Consultants and Independent Financial Advisers
• Research, develop, and implement advanced workshops on product, systems, and financial planning
• Travel as and when required to conduct training
• Build key relationships with various stakeholders
• Consult with stakeholders to identify learning and development needs
• Use data and feedback to continuously improve the effectiveness of learning solutions
• Keep up to date with industry trends, best practices, and emerging technologies, ensuring that the learning solutions remain innovative and relevant
• Monitor the effectiveness of training to ensure optimal learning and development
• Continuously develop knowledge and skills related to products and financial planning and incorporate this into learning interventions
• Ensure that information, questions, and feedback from learning interventions are communicated to the relevant areas in the business
• Facilitate and train virtually using key virtual training principles.
• Serve as a Product Lead and Subject Matter Expert for a specific product line, providing deep product knowledge, guiding training strategies, and mentoring peers to ensure product success

Competencies

The successful candidate must demonstrate the following competencies:

• Passion for financial planning and the financial services industry
• Continuously gains knowledge about products and financial planning to operate on expert level
• Takes initiative and works under own direction as well as have the ability to work in a team
• Takes responsibility for actions, projects, and people
• The ability to mentor and coach fellow team members
• Easily establishes good relationships with customers and relates well to people at all levels
• Gains clear agreement and commitment from others by persuading
• Communication skills: able to communicate clearly both verbally and in writing
• Retain a formal and professional manner
• Attention to detail
• Highly organised
• Excellent facilitation skills
• The ability to excel in a highly pressurised environment and a high-performance culture
• Comfortable with the use of generative AI tools
• Excellent project management skills
• Delivering results and meeting customer expectations
• Coping with pressure and setbacks
• Adapting and responding to change

Experience

The following qualifications and experience are required:

Experience

Essential/Advantageous

At least five years of Learning and Development Consultant experience.

Essential

ODETDP qualification.

Advantages

Knowledge and experience working in the financial services industry.

Essential

Knowledge of the Discovery product offerings.

Advantages

CFP qualification or relevant financial planning qualification.

Essential

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.