Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
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Job Description
- The Financial Advisory and Intermediary Services Centre of Excellence (FAIS COE) is an independent compliance function that provides compliance oversight and advice to Discovery FSPs, key individual and representatives. The purpose of this role is to ensure adherence to regulatory requirements and internal policies related to the effective handling of FAIS client complaints and the fair and legally sound execution of debarment processes within the Financial Services Providers (FSPs).
- This role involves investigating complaints, managing the debarment lifecycle, providing guidance and support and maintaining accurate records to mitigate regulatory and reputational risk. The Complaints team is also responsible for all FAIS related complaints and responses to complaints from the Regulator, Tribunal and complainants.
- This role description outlines the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties and skills required. The company reserves the right to modify the content of this role description at any time.
Areas of responsibility
The successful candidate will be required, primarily, but not limited to:
General
- Ensure the implementation of the Complaints Management Framework within the Discovery FSPs
- Review all relevant documents such as policies, SOPs, training material, infographics, etc.
- Facilitate the implementation process of the Debarment Policy within the Discovery FSPs
- Receive, log and acknowledge FAIS-related complaints through established channels
- Conduct thorough and impartial investigations into complaints or recommendations for debarments, gathering relevant information from internal stakeholders or clients
- Analyse complaint and debarment details to identify root causes, potential regulatory breaches, and areas for process improvement
- Prepare comprehensive investigation reports with findings, conclusions and recommended solutions
- Ensure timely and appropriate communication with complainants or stakeholders throughout the investigation process
- Facilitate fair and effective resolution of upheld complaints, ensuring adherence to internal policies and regulatory timelines
- Compile the document packs for complaints or debarments as required
- Facilitate the debarment forum and compile the debarment packs or other documentation as required.
- Review the FAIS hearings and Debarments process and enhance efficient way of work where applicable
- Ensure that all relevant documents for the Tribunal Cases are prepared and timeously submitted
- Draft responses to regulator and/or FSCA
- Provide data and information on complaints and debarments for the FAIS reports as required
- Providing guidance into business processes, procedures and systems
- Keep abreast of regulatory developments and changes in the financial services industry, with particular focus on FAIS and all subordinated legislation
- Engage the relevant stakeholders in all complaints and debarments.
- Ensure that all registers are populated timeously with the relevant data
- Maintain accurate and up-to-date records of all complaints, investigation activities and resolutions
- Identify and escalate systemic issues or trends arising from complaints and debarments to relevant stakeholders
- Managing stakeholder relationships (internal and external).
- Liaise effectively with internal stakeholders, including business units and legal, to facilitate complaint investigations and debarment processes
- Build and maintain positive working relationships with the Forensic department and all other stakeholders
- Act as a point of contact for the FSCA and other external stakeholders regarding complaints and debarment matters
- Draft reports for distribution to Exco, business units and Committees on complaints, debarments and trends identified
- Debarments, Complaints and Tribunal matters
- Manage the debarment and complaints mailboxes (check mails daily, save to the relevant folder and update the register and Sharepoint)
- Manage the end-to-end debarment process in accordance with the FAIS Act and internal debarment policy and SOP
- Gather and review information relevant to potential debarment cases, ensuring thoroughness and accuracy
- Draft all necessary documents for the Debarment (such as Notice of Intention to Debar, outlining the grounds for debarment and providing the representative with an opportunity to respond, FAIS hearing process, Tribunal cases and complaints
- Prepare comprehensive debarment packs for presentation to the Debarment Forum or relevant decision-making committee.
- Ensure adherence to procedural fairness throughout the debarment process
- Maintain proper record of all debarment proceedings and outcomes.
- Ensure timely notification of debarment to the FSCA and relevant internal stakeholders
- Ensure the registers are up to date and tracked as a live document.
- Review reports from business units and/or forensic reports and provide recommendations to business
- Conduct FAIS Hearings, Debarments and Debarment Forum (follow process)
- Provide guidance and support on complaints and debarment process
- Reporting and Analysis
- Prepare regular reports on complaint trends, debarment statistics and key risk indicators
- Analyse complaint and debarment data to identify areas for improvement in processes, training and overall compliance
- Ad hoc requests
- Assist with any ad hoc requests from Management
Education and Experience
- 3-5 years’ knowledge and experience in complaints handling and debarments;
- 3-5 years’ experience working for a financial service provider in the application of the FAIS Act as well as thorough understanding of the legislation; and
- Familiarity with regulatory reporting requirements
- Relevant tertiary education (eg., Law, Compliance, Risk Management)
- Post-graduate qualification in Compliance Management, RE1, RE5, etc. (advantageous)
- Member of CISA, Registered Compliance officer with the FSCA (advantageous)
Skills and Personal Attributes
- Detailed knowledge of FAIS related legislation and regulations to be able to interpret and apply legislation
- Strong analytical and problem-solving skills
- Ability to make rational judgements from the available information and analysis and provide considered and consistent advice
- Strong written and verbal communication skills, including report writing and presentation abilities
- Ability to work as a team, understand the impact of decisions and be confident enough to raise concerns within the team and to senior management
- Strong research ability and high level of attention to detail and accuracy
- Ability to work independently and as part of a team
- Strong ethical principles and a commitment to fairness and impartiality
- Ability to work well under pressure
- Efficient time management skills, including quick turnaround time on quality work
- Proficiency in relevant software and systems (e.g. MS Office Suite, complaints management system)
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Areas of responsibility may include but not limited to
- All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
- Identify and implement new business sales opportunities in the Health growth market
- Target driven
- Be able to formulate and execute strategy
- Engage extensively on site with employers and build appropriate customised strategies
- Create strategic business partnerships with multiple stakeholders i.e. organised labour, advisers
- Build strong internal relationships and navigate internal processes effectively
- Drive project management of new business implementations within the team
- Execute Exco level presentations and clearly communicate the DH value proposition
- Reporting and trend analysis.
- Consistently deliver on the Discovery Health values
- Engage with business regarding employer concessions and bespoke pricing
- Excellent competitor product knowledge
- Technical training and ongoing product support to stakeholders
Personal Attributes and Skills
- Growth market Specialist: Health
- Ability to engage Union representatives
- Engage with employer representatives
- Ability to engage with advisers and key external stakeholders
- Influential
- Highly developed communication skills
- Logical, analytical problem-solving ability.
- Highly developed relationship building skills
- Excellent verbal and written communication skills.
- Independent thinker
- Innovative thinker
- Able to take initiative and work independently
- Ability to work in a highly pressurised, target oriented environment
- Adaptable and solution orientated
- Strong business acumen.
- Strong sales and persuasive skills.
- Proactive, self-motivated.
- Customer oriented.
- Ability to meet deadlines timeously
Education and Experience
Qualifications
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
- RE5 (preferable)
Experience
- Relevant financial services industry experience
- Proven sales record
- Sound health industry experience
- Adviser consulting experience in the financial services industry
- Knowledge of MS Office suite
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Key Purpose of the role
- This Learnership leads to a nationally recognised FETC: IT Technical Support qualification which consists of structured learning components combined with practical/workplace experience in the IT Servicing Team.
Areas of responsibility may include but not limited to
- Desktop support, hardware engineering, Digital Support (Contact Centre)
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 to work independently and in a team orientated environment
- Service driven, a sense of urgency and a team player.
- Adapts to changing circumstances and handles criticism well and learns from it.
Education and Experience
- Grade 12 is essential.
- Maths (Minimum Level 4 – 50%)
- English (Minimum Level 4 – 50%)
- Maths Literacy (Minimum Level 5 - 60% )
- 2nd language (Minimum Level 4 – 50%)
- May have an incomplete tertiary IT qualification (advantage)
Specific Requirements:
- 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
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Key purpose
- The vacancy is for a Learning and Development Manager within the Discovery Institute of Training. This role will be responsible for leading a team of skilled Learning and Development Specialists dedicated to the design, development, and delivery of impactful learning solutions. These include leadership development and core (soft) skills programmes, delivered through in-person workshops, virtual training, and digital learning formats. The successful candidate will support capability development across various roles and levels within Discovery, ensuring alignment with organisational goals and performance priorities.
Key outputs
Leadership and core skills learning strategy
- Develop and implement a comprehensive learning strategy for leadership and core (soft) skills development that aligns with Discovery’s business objectives and talent priorities.
Learning programme design and oversight
- Oversee the end-to-end design, development, and delivery of high-quality learning solutions, classroom, virtual, and digital tailored to various roles and levels.
Team leadership and capability building
- Lead, coach, and inspire a team of Learning and Development Specialists to drive innovation, excellence, and continuous improvement in learning design and facilitation.
Stakeholder engagement and collaboration
- Build strong relationships with internal stakeholders and business leaders to identify learning needs, gather feedback, and ensure solutions deliver measurable value.
Programme evaluation and impact measurement
- Establish metrics and mechanisms to evaluate the effectiveness and impact of learning programmes on individual and organisational performance, aligned to the 6Ds methodology.
- sure learning is transferred to the workplace, business outcomes are achieved, and value is created and demonstrated.
Learning innovation and digital integration
- Champion the use of new technologies, tools, and methodologies (e.g., microlearning, gamification, blended learning) to create engaging and scalable learning experiences.
- Leverage AI and other emerging technologies to drive efficiency, enhance content creation, and streamline learning development and delivery processes across formats.
Governance and quality assurance
- Ensure all learning interventions meet internal quality standards and regulatory requirements and are aligned with Discovery’s learning frameworks and methodologies.
Budget and resource management
- Manage the team’s learning budget and resources effectively, ensuring optimal allocation for maximum impact.
Competencies
- Strategic leadership: Demonstrates advanced leadership capability, with a proven ability to lead high-performing teams, influence senior stakeholders, and align learning strategy to business priorities.
- Innovative and critical thinking: Applies innovative, forward-thinking approaches to solve complex problems, drive continuous improvement, and future-proof learning solutions.
- Expertise in learning and development: Deep understanding of both traditional and modern learning methodologies, including digital, blended, and experiential learning practices.
- AI and technology integration: Comfortable leveraging AI, learning technologies, and digital tools to enhance learning experiences and improve team efficiency.
- Growth and agile mindset: Embraces change, shows resilience, and fosters a culture of learning, experimentation, and adaptability within the team.
- Exceptional communication and influence: Communicates with clarity and impact across all levels of the organisation; skilled at managing diverse personalities and building strong networks.
- Project and programme management: Demonstrates strong organisational, planning, and execution skills, with the ability to lead complex projects and manage multiple priorities.
- Business acumen: Understands the business context and uses data-driven insights to shape learning decisions and demonstrate ROI.
- Customer-centric focus: Dedicated to understanding and exceeding internal customer needs, with a commitment to delivering measurable value.
- Attention to quality and detail: Maintains high standards in all learning outputs, with a keen eye for detail and a commitment to excellence.
- Resilience and pressure management: Maintains performance and decision-making capability under pressure, navigating challenges with composure.
- Advanced reporting and writing skills: Able to craft compelling reports, proposals, and communications tailored for executive and strategic audiences.
Experience
- Minimum of 8–10 years’ experience in Learning and Development, with at least 3–5 years in a management role.
- Proven track record of designing and delivering leadership development and soft skills programmes across various levels in a large organisation.
- Demonstrated experience leading high-performing L&D teams, including coaching, performance management, and development of team members.
- Strong background in both digital and in-person learning solutions, including instructional design, content development, and facilitation.
- Experience applying learning evaluation frameworks and methodologies, such as the 6Ds or Kirkpatrick Model, to measure learning impact and business value.
- Strong stakeholder engagement and consulting experience, working with cross-functional teams and senior business leaders.
- Experience managing learning projects end-to-end, including scoping, budgeting, and reporting.
- High proficiency in using modern learning technologies, Learning Management Systems (LMS), and virtual learning platforms (e.g., MS Teams, Zoom, etc.).
- Experience using AI tools and digital innovation to enhance learning design and team efficiency.
Qualifications
Essential:
- A formal qualification in Human Resources, Learning and Development, Organisational Psychology, Education, or a related field.
- Evidence of continuous professional development in leadership, learning design, or training facilitation.
Advantageous:
- A postgraduate qualification (Honours or Master’s) in a relevant field.
- Formal training or certification in the 6Ds® methodology or other learning impact frameworks.
- Certifications or demonstrated expertise in AI tools for learning or digital learning technologies.
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About the Role
- The purpose of this role in the FAIS Centre of Excellence is to provide administrative support to the compliance department and business as well as creating and maintaining the Representative Registers for all Discovery FSP’s.
Key Outputs / Job Responsibilities may include but are not limited to:
- Conducting Pre-Employment for representatives
- Compiling Viabilities for representatives after all required documentation has been received
- Analysing feedback received for Credit, Criminal, Sequestration, Qualification, World Sanction, Trust Index, Raptor, Debarment, Paradigm, CMS and FSCA checks
- Liaising with various external vendors regarding Credit / Qualification checks (MIE & FSCA)
- Communicating to business and provide feedback on Pre-Employment
- Attending to general queries and provide feedback to business
- Adding of representatives at the FSCA and on Digiboard (Onboarding)
- Removing of representatives at the FSCA and Digiboard (Resignations)
- Adding and removing of categories on Digiboard and at the FSCA
- Requesting to open/close/suspend commission code for Reps according to registrations at FSCA
- Checking and processing Supervision Sign offs
- Supervision updates
- Analysis and updating of all competency requirements on representatives
- Conduct investigations related to representatives’ profiles and provide feedback to Business
- Transfers
- Personal updates
- Updating of CMS accreditation
- Send and follow up exemption applications to the FSCA
- Ensure information and documentation on Digiboard is updated including debarment notifications, annual attestations etc
- Manage and maintain work pool to prevent cases from going out of SLA
Qualifications & Work Experience
- Law Degree
- RE 5
- Working experience in a financial services compliance role and understanding of legislation is preferable
Technical Skills or Knowledge
- Strong listening and communication skills
- Work independently and as part of a team when required
- Support management in achievement of team objectives as well as the Centre of Excellence’s objectives
- Efficient time management skills, including quick turnaround time on work
- Attention to detail
- Knowledge of Business Procedures, Rules, Processes and Controls
- Accountability
- Pro-active
- Problem solving
- Discerning
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Key Purpose
- To provide indicative underwriting decisions telephonically and via e-mail.
Areas of responsibility may include but not limited to:
The successful applicant will be responsible for but not limited to the following job functions:
- Ensure correct risk rating is applied based on the information provided on the telephone call or via email
- Consult necessary guidelines to ensure correct risk rating is applied to potential new business
- Liaise with clients regarding risk applied or policies that are deferred / declined
- Attending to underwriting queries and escalated enquiries from brokers, Account Managers, Franchise Directors which would mostly be telephonic but may be written and emailed.
- Dealing with underwriting queries and escalated queries from brokers, Account Managers, Franchise Directors to resolution.
- Administration duties relating to underwriting
Personal Attributes and Skills
- Strong Relationships Skills.
- Deciding and initiating action
- Working with People
- Able to work unsupervised and to take initiative
- Adhering to Principles and Values
- Presenting and Communicating Information (verbal & written)
- Conflict handling
- Analytical skills
- Learning and Researching
- Delivering Results and Meeting Customer Expectations
- Following Instructions and Procedures
- Adapting and Responding to Change
- Coping with extreme pressure and setbacks
- Microsoft Office
Education and Experience:
Education
- Matric / Grade 12 is essential.
- 1-year experience as an Inbound Service Consultant within a Life Insurance environment
- 1 to 2 years working experience as an underwriter (Essential)
- 1-year Nursing / medical experience (advantageous)
Knowledge:
- Medical background
- VitalityLife product knowledge (basic)
- Underwriting procedures & guidelines (including medical, financial and vocational)
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KEY PURPOSE
- The vacancy is for an Instructional Design role within the Discovery Institute of Training. The role requires the Instructional Designer to develop training solutions and material for the Discovery Bank portfolio, according to high quality standards. The role will also involve constant evaluation of the training cycle and regular updating of material.
KEY OUTPUTS
All work must be done accurately, comprehensively and in-line with set quality standards.
- Effectively follow the 6Ds methodology to develop all learning solutions.
- Consult with stakeholders across all relevant business areas to identify and address L&D needs.
- Gather information about Discovery Bank in relation to key needs and requirements of the area.
- Develop comprehensive curriculum to cater for the needs of specific areas.
- Design and develop training material and assessments for in-person and virtual training workshops and induction programmes, in line with the curriculum to ensure that learning outcomes are matched.
- Develop storyboards (only) for digital training material, which could include online courses, videos, podcasts, infographics and animations.
- Note: The Instructional Designer will not be responsible for any development of digital material as this function is fulfilled by the Multimedia design team.
- Consult with business areas to agree on reasonable and achievable deadlines.
- Train and provide guidance to the facilitators to ensure that learning outcomes are achieved through effective presentation of material.
- Maintain material and ensuring best practice guidelines are followed across the areas.
- Continuous evaluation of both facilitators and the effectiveness of training material.
- Ability to develop material based on technical product information and specifications.
- Manage projects within the portfolio, ID team, or department. This includes proactive communication, updates, and timelines.
- Apply planning and project management skills, as well as the use of project management tools.
- Set strategic portfolio goals and plan and manage new initiatives for the portfolio.
- Lead, manage, support and coach the one instructional designer assisting on the portfolio, to grow into a senior role through clear communication, effective training, and alignment with Discovery values.
- Build and manage relationships with internal and external stakeholders.
- Analyse data to identify engagement trends, make impactful recommendations, and suggest solutions.
- Use approved AI technology effectively to enhance ID processes and develop deliverables.
COMPETENCIES
- Extensive experience in the application of the 6Ds methodology
- Learning experience design based on data-driven insights
- Creative and innovative
- Very good command of English language
- Demonstrate strong instructional writing skills
- Attention to detail
- Good project management skills
- Communicate effectively with diverse personalities
- Delivering results and meeting customer expectations
- Coping with pressure and setbacks
- Adapting and responding to change
- Relating and networking
- Applying expertise and technology
- Management and operational knowledge and skills
- Leadership knowledge and skills.
Experience
- Working experience of at least 2 years in a similar role is required.
The following qualifications and experience are required:
- At least two years Instructional Design experience. - Essential
- Leadership and or managerial experience - Essential
- Project management experience - Essential
- Occupationally Directed Education, Training and Development Practitioner qualification (ODETDP). - Advantageous
- Knowledge and experience working in the financial services industry or banking industry - Advantageous
- Business related degree - Advantageous
Method of Application
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