London City Office
WEYBRIDGE OFFICE
HFMC House
New Road, Weybridge
Surrey KT13 9BW
t: + 44 1932 870000
Corporate Social Responsibility
OTHER HFMC SERVICES
Since 1986 HFMC Wealth has been built on relationships, trust, and doing what’s right for clients. As a family and employee-owned firm managing over £2 billion across 2,000+ households, we’re home to more than 20 client-facing teams, each led by advisers empowered to deliver service in a way which meets their own client’s needs.
Our goal is creating an environment where talented, client-centric advisers can focus on what they do best without the burden of running every aspect of a business alone.
As a business, we’ve been awarded Corporate Chartered status by the Chartered Insurance Institute and named Best Financial Adviser to Work For. Our firm belief is that great client outcomes start with great working environments, and that attitude runs through everything we do.
If you’re an established, planning-led adviser looking for genuine independence, commercial flexibility, and a culture that actually values people over processes, let’s talk.
We are looking for experienced financial planners who are brilliant at what they do and want to keep doing it, without the hassles of solo practice or restrictive corporate environments.
If you’re the right fit for us, you’re likely someone who:
Most importantly, you value culture and doing things properly, because that’s what we’re about too.
You can apply for roles at HFMC Wealth by sending your CV and a short covering email to careers@hfmcwealth.com. We look forward to hearing from you.
Your personal information is very important to us. Please see our Privacy Notice for full details of how we use personal data during the recruitment process. By submitting your CV for this role, you are consenting to us using your information for this purpose.
Some of our advisers focus on looking after a smaller number of higher-net-worth clients focussing on family office type clients; whilst others prefer helping a larger number of upper affluent type families and are keen to take on more. Some use our in-house discretionary fund management for all their clients; others don’t use it at all. That’s fine, because we each do what’s best for us and our clients, maintaining access to the whole market and all leading investment managers.
You might prefer employment with salary and bonuses. Perhaps you favour profit-sharing arrangements. Here, we’ve got myriad ways of making it work, because we recognise that everyone’s situation is unique. You can start employed and transition to partnership, build your own team, or plug into our established support hubs. The choice is yours.
Our “circle of services” provides family office-style capabilities for high-net-worth clients. This includes comprehensive wealth planning, bespoke asset management, tax and estate planning support, and dedicated administration and paraplanning teams. You’ll have access to shared support hubs with experienced administrators and wealth planning expertise.
Our firm has consistently been recognised as a Top 100 Adviser and Best HNW Planner in the Southeast. But perhaps most tellingly, we’ve been named Best Financial Adviser to Work For, and we think that’s because our average lead adviser tenure is 15 years. Quite simply, people join us and stay.
Each of our “heads”, or partners, effectively runs their own unit within HFMC, all doing things in a way which matches our client-centric values, with the ability to bespoke as they decide. You’ll have genuine autonomy, supported by the full depth and breadth of HFMC’s capabilities. Think of it as entrepreneurship with a safety net – and without the sleepless nights about regulation, compliance, technology, or HR.
Working here, you’ll enjoy a fully negotiable, competitive total reward package aligned with the success of the business. That’s because we want everyone at HFMC to share in the success they’ve helped create. Specific details are discussed directly at the appropriate time, but we’re keen to incentivise people to achieve consistently strong results.
As an organisation, we work with the CII, ThreeSixty, and STEP to ensure ongoing professional development. As a STEP Platinum Employer Partner, we give our people the tools to reach their full potential and stay ahead of trends. You’ll have access to leading technology, including Voyant for cashflow planning, integrated client portals, and mobile apps, so you can maximise time with clients rather than wrestling with systems.
We get it: many advisers have restrictive covenants, and we can support you through this period. If you want to build your own team or with your own dedicated administrator or paraplanner, we’ll back you. Our excellent track record with successful adviser transitions comes from the fact that we take the time to do things properly.
At HFMC, we’re continuously looking for exceptional, ambitious individuals to join us as part of a driven, growth-focused team with an ever greater, more successful future ahead.
This is your opportunity to shape your own future and enjoy the journey – doing the work you love, with the clients you value, in an environment designed to help you thrive.
If you’re ready to explore what’s possible, get in touch today.
HFMC House
New Road, Weybridge
Surrey KT13 9BW
t: + 44 1932 870000