Current Jobs at Discovery Limited

Key Purpose

• The Investment Marketing Consultant is a member of a high‑performance marketing team that partners with Discovery Invest to deliver integrated marketing and digital solutions in support of investment, retirement and wealth‑building propositions.
• The Marketing Consultant will take ownership of marketing initiatives end‑to‑end, applying marketing and digital best practice, exercising sound judgement, and leveraging internal and agency relationships to deliver high‑quality outcomes within a regulated environment.

Key responsibilities

Marketing delivery & execution

• Own and deliver integrated marketing campaigns aligned to Discovery Invest’s business objectives, taking accountability for quality, timelines and delivery across all touchpoints.
• Manage multiple marketing initiatives concurrently, ensuring delivery within scope, budget and timelines.
• Apply Discovery’s marketing model consistently across channels, products and audiences.

Stakeholder partnership

• Partner closely with investment product, distribution, adviser, legal and compliance teams to understand business needs and translate them into effective marketing solutions.
• Build and maintain strong working relationships with senior and technical stakeholders.
• Act as a trusted marketing advisor within the Invest environment, providing considered input and recommendations to support effective decision‑making.

Content, communication & journeys

• Translate complex investment, retirement and wealth concepts into clear, audience‑appropriate communication.
• Contribute to the design and optimisation of intuitive, client‑centric journeys across digital platforms.
• Create, maintain and coordinate marketing collateral across channels, with particular ownership of non‑social digital platforms (including websites, adviser tools and digital journeys), ensuring accuracy, consistency and ongoing optimisation.

Ways of working

• Leverage internal teams and agency partners to deliver high‑quality output.
• Work collaboratively across cross‑functional teams to ensure alignment and consistency.
• Operate effectively within a regulated financial services environment.

Core competencies

Knowledge

• Marketing and communication channels relevant to financial services.
• Agency processes and working models.
• Digital communication best practice and user experience principles.
• Production processes, timelines and cost management.

Skills

• Strong written and verbal communication skills.
• Ability to structure, present and sell ideas clearly and confidently.
• High attention to detail and strong project management capability.
• Ability to translate technical or financial information into clear, credible messaging.
• Effective stakeholder management and influence skills.

Attributes

• Curious and motivated.
• Commercially minded and customer‑focused.
• Comfortable working under pressure in a fast‑paced environment.
• Results‑driven, reliable and collaborative.

Education & experience

Qualifications

• Minimum 3‑year undergraduate degree in Marketing, Communications, Finance, Investments, Economics or a related commercial discipline.
• Postgraduate qualifications or professional certifications in investments, finance or wealth management (e.g. CFP®, CFA® Level I) would be advantageous.

Experience

• 3+ years’ experience in a marketing role, preferably within financial services, investments, retirement or wealth management.
• Experience supporting integrated marketing campaigns across digital and traditional channels.
• Exposure to working with complex products or technical subject matter.
• Ability to execute effectively under guidance within a regulated environment.
   

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Job Purpose

• The New Accounts Consultant assists with the opening of new accounts (with specific focus on FICA or KYC), as well as captures and/or maintains account information ensuring data integrity. The incumbent will prompt, request and resolve/remediate any required information that is outstanding or incorrect, with various stakeholders. Further, report on/act on errors within the account origination KYC process and/or other manual remediation tasks.

 Areas of responsibility may include but are not limited to

• Ensures completeness and quality of New Business remediation and updating client information within agreed SLAs
• Accurately classifies, registers, routes and indexes documentation either manually or on the system
• Takes action on incomplete information, in order to adhere to requirements with clients, third parties or any stakeholders (e.g., Brokers, Corporate BPs, etc.)
• Achieves specified production targets, turn-around-times, handle times, etc.
• Supports internal stakeholders with remediation activities
• Engages with clients with regards to soliciting documents and/or information, queries and FICA requirements
• Keeps abreast with legislative and industry changes (FIC Act, FAIS, POPI, etc.)

Personal attributes and Skills:

Values Driven:

• Committed to integrity and ethics in business
• Behaves consistently with Discovery Values

Optimistic:

• Motivated by a positive future
• Energised by challenges

Learns on the Fly:

• Embraces the unfamiliar
• Experiments to find solutions

Resilient:

• Recovers quickly from setbacks
• Grows from negative experiences

Instils trust:

• Follows through on commitments

People Savvy:

• High EQ with low ego

Drives Results:

• Energises self and others to achieve
• Consistently exceeds goals

Problem Solver:

• Looks beyond the obvious
• Finds sustainable solutions

 Education and Experience Required:

• Relevant degree
• At least 1 year’s working experience in data capturing, servicing, operations or administrative environments is required
• At least 1 year’s working experience in a new business or client acquisition role within Financial Services is preferred
• The role might require shift work
• Computer literacy with Excel as a requirement
   

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Key Purpose of the role

• The position is responsible for the day-to-day administration within the Retirement Funds business unit. This is a core administration function and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, for example scheme installations, monthly contribution reconciliation, investment option, special rule registration, renewal, amendments, enhancements, Section 13A non-compliance letters and calculations, Default Reg requirements, T-day and new member processes. The incumbent must ensure that processes and procedures are implemented, maintained, and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively, and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools, and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire, and motivate others. The incumbent will continually review existing processes and procedures to ensure the delivery of committed services to the Umbrella Funds Clients.

Areas of responsibility may include but not limited to

• Manage adherence to Service Level Agreement. Implement processes and procedures and ensure all services in respect of the operations of Umbrella Funds are conducted timeously and efficiently.
• Ensure others are trained on the processes and systems. Provides staff with clear direction. Sets appropriate standards of behaviour and outputs. 
• Ensure that the contribution / billing process (Section 13A, Default Reg, T-day) are accurate, compliant, and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
• Assist with audits and appropriate responses to audit queries.
• Ensure productivity levels are optimised.
• Dealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
• Develop and maintain excellent business relations with internal and external brokers.
• Managing projects.
• The incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by “out of the box” thinking and weighing up risks involved.

Personal Attributes and Skills     
The successful candidate must demonstrate the following competencies:

• Communication Skills: able to communicate clearly both verbally and in writing.
• Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
•  Ability to communicate logically and objectively is essential components of this role.
• Attention to detail
• Very organised
• Expresses opinions, information, and key points of an argument clearly.
• Probes for further information or greater understanding of a problem.
• Relates well to people at all levels.

Education and Experience

• NQF level 6 or B Com degree or similar is advantageous.
• NQF level 5 equivalent qualification. 
• 3 – 5 years operational leadership and management experience – Essential
• 3 -  5 years umbrella retirement funds contribution / billing process experience (Section 13A of the Pension Fund Act, Default Reg, T-day) – Essential
• NQF level 6 or B Com degree or similar is advantageous
• Relevant Industry Qualifications – Wealth Management, Introduction to Retirement Funds - Advantageous
• MS Office - Advanced Excel skills, Accounting, Investments, People management, operational processes and process mapping. Retirement Fund and Umbrella Fund operations.
• Full compliance and legislative universe relating to employee benefits, FAIS and Umbrella Funds.
•  3 - 5 years’ experience in the employee benefits and 5 years in a senior role.

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KEY PURPOSE

• To consult with the business and design and develop learning pathways, as well as associated learning material for the Discovery Health business according to high quality standards.

AREAS OF RESPONSIBILITY MAY INCLUDE BUT NOT LIMITED TO

• To proactively or on request from business, to analyse the business need and to create a specification for the development of learning programmes and learning interventions which is aligned to the business need.
• To consult with stakeholders across the business areas in order to establish relationships and networks.
• To gather information about products in relation to key needs and requirements of the area and to develop a comprehensive curriculum to cater for the needs of each specific area.
• To conduct research in order to identify best practice and to design a blended learning approach which will meet the business need.
• To contribute to a positive working environment.
• To ensure that the business case prevails.
• To consult with business areas in order to agree on reasonable and achievable deadlines.
• Manage and provide input into the learning interventions.
• To produce relevant learning pathways and material as well as to get signoff from business.
• To oversee a pilot programme or assist in the implementation of the workshop and to assess and evaluate the programme in terms of impact and whether it is meeting the business needs.
• To upskill and guide the Training Specialists to ensure that learning outcomes are achieved through effective presentation of material.
• To maintain learning pathway material and to ensure that best practice guidelines are followed across the business.
• To continuously evaluate both Training Specialists and the effectiveness of learning pathway material ensuring that the business achieves its business objectives.
• To develop material based on technical product information and specifications.
• Takes responsibility to ensure that the quality and timeliness of business deliverables meets business expectations.
• Assist in creating a Learning and Development strategy in alignment with the greater Organisational Development strategy, and the business strategy.
• Identify initiatives in alignment with business requirements and strategic objectives.

PERSONAL ATTRIBUTES AND SKILLS

• Plans and Aligns to the business need
• Ensures Accountability
• Cultivates Innovation
• Builds Networks
• Communicates Effectively
• Being Resilient
• Problem Solving

QUALIFICATION AND EXPERIENCE REQUIREMENT

• Must commence with the Diploma in ETDP or equivalent and complete it within the required period
• If already has the qualification, needs to have 4 – 5 years working experience as a Learning Designer before being considered for the promotion
• If already in the role and hired as an SME, must have a minimum of 3 years’ experience, and must complete the qualification
• Performance and attitude must also be equally rated (360 surveys and feedback from project surveys)
• POE – to create a learning pathway that reflects a leadership / soft skills module or solving for a component linked to one of our strategic objectives. Research element (must include the new technology / digital components and new learning trends) which influenced the learning pathway selected. Develop an Articulate Storyline interactive module with video element or simulation component. This will be assessed by the Head of Learning and Development and found competent.

ROLE REQUIREMENTS

• Design and develop learning pathways / journeys for strategic projects
• Must obtain a survey score of over 9 for a 12-month period
• Must obtain a 90% quality score monthly
• Advanced programmes to be developed (this could include leadership modules and soft skills modules)
• Conduct 1 mentoring session per week for a Learning Designer and / or Training Specialist or Potential talent
• Cross QA 5% sample of the Learning Designer and provide developmental coaching
• Assist with second QA
• Must develop at least 3 Articulate Storyline modules (including assessments) per quarter.