Salaried lifestyle financial planner

1 week ago


Durban, KwaZulu-Natal, South Africa Fairbairn Consult Financial Planning Full time R900 000 - R1 200 000 per year

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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