Internship: Finance Administrator Opportunity at Discovery Sandton

Discovery is inviting applications for an Internship: Finance Administrator opportunity based in Sandton, Gauteng, through the Discovery Institute of Training. This internship is designed for a recently qualified graduate who wants to gain practical experience in financial education, learning and development within the financial services industry. The role forms part of the Sales & Distribution business unit and will support the Learning and Development function through research, content development, quality assurance, evaluation and project coordination. It offers an opportunity to work closely with Learning and Development specialists, financial education specialists, instructional designers, subject matter experts and other business stakeholders. Candidates who are passionate about personal finance, research, clear communication and creating practical learning experiences will find the role particularly relevant.

The Discovery Institute of Training aims to support academic excellence and innovation in the financial services industry by developing a high-performing sales and distribution workforce. The institute equips employees with knowledge, skills and behaviours that support effective performance and alignment with business outcomes, while also developing industry-related training content. As a Financial Learning & Development intern, the successful candidate will help transform financial concepts into accessible and useful learning experiences for different audiences. This can include research into budgeting, saving, debt and credit, insurance, investing, retirement planning and responsible financial decision-making. The internship also provides exposure to digital learning, financial planning concepts, programme evaluation and the development of educational resources.

Key Responsibilities

• Conduct desktop research on personal finance and financial education topics using credible, current and appropriately dated sources.
• Record and reference research sources accurately using 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.
• Implement review feedback accurately and maintain clear records of changes.
• Support the development of financial education content that is objective, impartial, evidence-based and appropriately targeted.
• Ensure financial education content is clearly separated from financial product marketing and 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 financial education initiatives.
• Help prepare clear summaries, reports and presentations on activities, feedback and outcomes.
• Maintain organised records and databases of financial education content, research, sources and resources.
• Work collaboratively with Learning and Development specialists, instructional designers, financial education specialists, subject matter experts and relevant stakeholders.
• Participate in project meetings and maintain assigned actions, supporting information and project records.
• Support financial education workshops, campaigns, events and activations when required.
• Manage allocated work within agreed timelines and raise risks, uncertainty or possible delays early.
• Stay informed about relevant developments in personal finance, financial planning, consumer behaviour, financial education and learning design.

Requirements and Skills

• A completed three-year diploma or undergraduate degree in Financial Planning, Finance, Financial Management, Economics, Investment Management, Commerce with a relevant major, 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.
• Working knowledge of Microsoft Word, PowerPoint, Excel and Outlook is required.
• Candidates should be able to conduct structured online research and assess the credibility of information sources.
• The ability to organise information and work accurately with documents and basic data is important.
• Basic data analysis or statistical literacy will be advantageous.
• Exposure to digital content tools, learning platforms, design tools or generative AI will be advantageous.
• Strong written and verbal communication skills are essential.
• Candidates should be able to explain complex financial concepts clearly and simply.
• Sound research, analytical, critical thinking and problem-solving skills are required.
• High attention to detail and a strong commitment to accuracy are important.
• Curiosity about personal finance, financial behaviour and learning will be beneficial.
• Good organisational, planning, prioritisation and time management skills are required.
• Candidates should be able to manage competing priorities and meet agreed deadlines.
• A willingness to learn, receive feedback and continuously improve is important.
• The ability to work independently and collaboratively is required.
• Good judgement and a willingness to ask questions or escalate uncertainty are important.
• Candidates should demonstrate a commitment to ethical, inclusive and responsible financial education.
• Learning agility and adaptability are valuable in a changing professional environment.
• Applicants must not have previously completed an internship or graduate programme where this is a formal requirement of the applicable internship programme.
• Strong written and verbal English communication skills are required.
• Candidates must reside in Gauteng and be able to commute to the Discovery offices in Sandton.

The Internship: Finance Administrator opportunity at Discovery Institute of Training provides practical exposure to financial education, financial planning concepts, research, learning content development, quality assurance, digital learning and programme evaluation while allowing the successful intern to work alongside experienced Learning and Development and financial education specialists; the opportunity is based in Sandton and is suited to a graduate with a relevant three-year qualification, strong Microsoft Office skills, good research and communication abilities, an interest in personal finance and a willingness to develop professionally, while Discovery states that its approved Employment Equity Plan and Targets will be considered during recruitment and encourages people with various disabilities to apply.

Apply here