Role Overview

Cresco Consulting is hiring a Senior Wealth Advisor (Succession Book) in Durban | Umhlanga | Ballito. The role is suited to someone who can bring discipline, judgement and steady execution to contributing to a focused investment team with practical day-to-day responsibility.

Key Responsibilities

Support the team by managing deliver holistic financial planning across investments, risk, estate, and offshore structures.
Support the team by managing full support infrastructure (paraplanning, investments, fiduciary, compliance) to maximise advisor productivity.
Take responsibility for the core day-to-day work expected of a Senior Wealth Advisor (Succession Book).
Work with colleagues, customers or suppliers to keep work moving and issues visible.
Keep records, updates and handovers clear so decisions can be made with confidence.

Requirements

A background that matches the practical demands of a Senior Wealth Advisor (Succession Book) role.
A practical working style with the ability to prioritise when several tasks compete.
A professional approach to deadlines, service quality and daily priorities.