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Efficient Portfolio jobs and careers

United Kingdom

As of October 23, 2026, Efficient Portfolio has no open roles listed.

About Efficient Portfolio

We believe in helping you to achieve the things you love through innovative and progressive financial planning. Unlike most of our industry, we focus on building a bespoke financial plan where the key drivers are the focused on what’s important to you. As Chartered Financial Planners, which puts us in the top 7% of our industry, we enable our clients to reach and maintain financial freedom and empower them with the ability to fulfil their ambitions through sound financial planning. When it comes to securing a financially free future, where work becomes a choice, you want to be safe in the knowledge that expert hands are building the path for you to reach your goals. In the world of finance, this means choosing a chartered financial planner so that you receive elite care, professionalism and knowledge on a wide spectrum of services. Through utilising our expertise, our clients are able to plan, build and protect their wealth with clarity and simplicity, ensuring that they can enjoy the future of their dreams; whatever they may be. We are based in Oakham, Rutland and London, but also have advisers that based around the Midlands.

Founded in 2006 by Charlie Reading.

Founded
2006
Employees
1 to 10
Headquarters
United Kingdom

Leadership

The top of Efficient Portfolio's org chart, with how many people report into each leader.

CRPhoto of Charlie Reading

Charlie Reading

Managing Director and Chartered Financial Planner

Efficient Portfolio jobs: common questions

Is Efficient Portfolio hiring right now?
Efficient Portfolio has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on Efficient Portfolio's careers site.
Where is Efficient Portfolio headquartered?
Efficient Portfolio is headquartered in United Kingdom and was founded in 2006.
Who leads Efficient Portfolio?
Charlie Reading, Managing Director and Chartered Financial Planner, is at the top of Efficient Portfolio's org chart.
How do I apply for a job at Efficient Portfolio?
Pick a role on Efficient Portfolio's TheJobsMap page and select Apply. Every listing links to the original posting on Efficient Portfolio's own careers site, so you apply directly with the employer.