Investment Specialist

Key Purpose

• The Investment Specialist is responsible for driving investment growth, product positioning and franchise enablement through deep investment and product expertise, structured support and targeted training. Operating within the Discovery Invest technical marketing team, the role provides high-impact specialist support to franchises, Business Consultants BCs, Independent Financial Advisers IFAs and tied advisers, with a specific focus on the activation and enablement of new IFAs to confidently position and sell Discovery Invest solutions. The role identifies growth opportunities and drives adviser understanding, positioning and adoption of Discovery Invest products.
• This role bridges strategy and execution by combining technical investment knowledge, training, commercial insight and relationship management to activate new advisers, build sustainable assets under management, and improve client investment outcomes.

Responsibilities

IFA Activation & Growth

• Proactively activate new IFAs to support Discovery Invest.
• Identify and address barriers to entry, including product understanding and positioning through tailored specialist support
• Partner with BCs and relationship managers to identify dormant or low-activity IFAs and implement structured reactivation plans
• Leverage expertise in Discovery Invest products, funds and the broader Discovery ecosystem to support IFAs with appropriate product and fund selection, positioning, client conversations, and effective use of Discovery's integrated ecosystem and value proposition.
• Track and monitor IFA activation progress, identifying opportunities to deepen engagement and increase investment flow

Opportunity Identification & Analysis

• Identify new business and growth opportunities across franchises in collaboration with relationship managers.
• Conduct book and quote system analysis to identify trends, gaps and activation opportunities.
• Support low-activity IFAs and tied advisers with targeted Discovery Invest engagement strategies.
• Provide structured insights and feedback to technical marketing and relationship management teams based on adviser feedback, behaviour and onboarding experience.

Adviser & Franchise Enablement

• Provide specialist investment support and insights across products, funds and platforms to BCs, tied agents and IFAs.
• Enable BCs and advisers to confidently position Discovery Invest solutions through structured guidance and insights.
• Support consistent investment engagement across franchises through regular collaboration and interaction.
• Deliver differentiated, high-touch support to priority advisers and key franchise relationships.
• Partner with distribution teams to align investment activity with broader business and growth objectives.

Product & Fund Positioning

• Support the rollout of new Discovery Invest products and funds.
• Develop and deliver simple, repeatable Discovery Invest positioning frameworks for BCs and advisers.
• Support targeted investment campaigns with franchises aimed at driving adviser activation and new product/fund adoption.
• Deliver quarterly investment and fund overviews to BCs, key brokers and IFAs.

Training & Capability Development

• Design and deliver structured investment training aligned to Discovery Invest technical marketing strategy and product priorities
• Build and strengthen investment capability across the distribution network, including Business Consultants BCs, Agents, IFAs and Franchise Directors
• Lead onboarding and activation-focused training for new IFAs to enable confidence, competence and early Discovery Invest conversion
• Deliver targeted investment education to address knowledge gaps, under-penetrated product lines and evolving market or product developments
• Enable the effective adoption of new Discovery Invest products through clear technical training, practical application guidance and consistent messaging

Education and Experience

Required

• Relevant tertiary qualification or equivalent NQF
• Strong investment knowledge and technical understanding
• Solid client-facing experience
• Strong presentation and communication skills
• Proficient in MS Excel
• Sound understanding of the investment landscape, including:
• Investment funds and products
• Performance analysis
• Portfolio construction
• LISP platforms
• 5–10 years' relevant experience

Key Competencies

• Self-starter with the ability to take initiative and drive projects to completion with guidance
• Strong prioritisation and time management skills
• Analytical mindset with the ability to apply expertise and technology effectively
• Resilient and adaptable, able to operate in a fast-paced environment
• Strong interpersonal skills and ability to work effectively with diverse stakeholders