Join our Team


With more than 200 financial advisors throughout the country and a client base of more than 80 000, Efficient Wealth is one of the largest independent intermediary financial service providers and fund managers in South Africa.

We understand the nuances of personal service, and know the absolute value of building enduring relationships with our clients. We recognise the role our certified financial planners, fund managers, and advisors play in honouring this commitment, and in growing our business. To support you in this, we offer a full range of advisory services.



Our Efficient Wealth mentorship programme

Through our mentorship programme, we recruit and assign designated Group candidates to senior managers who, in turn, are tasked with providing them with support and guidance. In this way, para-planners are given the rare opportunity to progress professionally and mature into certified financial planners.

If you’re a final year student completing a BCom or BSc degree, or a young working professional with less than two years’ work experience, you’re the person we’re looking for.

If you’re interested in making the most of this mentoring opportunity, please send your CV to


Criteria: Financial Adviser

  • Regulatory exams successfully completed
  • Minimum of five years’ experience
  • Appropriate financial services qualification
  • CFP will be an advantage
  • Honesty, integrity and good standing


If you’re an advisory office looking to join the Efficient Wealth team, please contact us to set up an appointment. We evaluate all opportunities on a case-by-case basis to ensure a mutually beneficial business arrangement.


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