Salaried lifestyle financial planner
1 week ago
Location
: Pinetown, Kloof, Hillcrest area, KwaZulu-Natal
About the Role
Join Fairbairn Consult Financial Planning as a salaried financial planner, taking over an established client book focused on wealth management, employee benefits, risk, and some medical aid and short-term insurance. Deliver holistic financial advice aligned with clients' lifestyle goals, while maintaining service excellence and growing the client base.
Ideal Candidate
We're looking for a competent, confident, client-focused professional with strong communication skills and technical competence. You should be a Certified Financial Planner planner (or actively working towards it), with at least 3 years of industry experience, RE5, COB (if applicable), and relevant CPD credits.
Key Responsibilities
Manage and grow an existing client base
Deliver comprehensive financial planning and advice
Ensure compliance and ethical standards
Manage and collaborate with support teams and contribute to business development
Why Join Us
Be part of a growing, supportive team with access to professional development, flexible working, competitive remuneration, and a culture of excellence.
How to Apply
Send your CV, cover letter, and references to by Friday, 24 October 2025. Include 'KZN Planner Application - [Your Name]' in the subject line.
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