Welcome to SRM Wealth Management

The Investment & Wealth Management recruitment team sources talent from front to back office within top tier International Asset Management houses, Private Banks, Custodians and Hedge Funds.

Clients include


bdhSterling work with clients throughout the globe, providing financial solutions regarding their pensions, savings and investments.

Grosvenor Wealth

 Grosvenor Wealth Management is a truly independent, solution led financial advisor.


Canaccord Genuity Group Inc. is a global, full-service investment banking and financial services company.

Our wealth management recruitment services

A trusted wealth management recruitment specialist

We recruit for wealth and asset management jobs across all asset classes and client bases including both institutional and retail managers from entry level positions through to senior level roles on a permanent, temporary and interim basis.

Although we recruit across the UK, our main geographic areas include London, Manchester, Bristol, the Midlands, Home Counties and the South East.

Recent wealth management jobs filled

Investment Managers Assistant

London - £40k

Compliance Manager 

Herts - £80k

Employee Benefits Adviser

London - £52k

Pensions Administrator

Epsom - £28k

Client Services Executive

Weybridge - £25k

Wealth Adviser

London - £50k

For Candidates

SRM Wealth Management has established client relationships and recruits some of the best jobs in the market. We also pride ourselves on keeping you completely updated at every stage of the recruitment process.

We will invest time meeting you personally to understand your requirements and work closely with you to create a bespoke plan for your career search. 

We give you advice on the best routes to finding a new role, assisting with your LinkedIn profile, the quality of your CV and any websites. Exceptional service from us ensures a deeper relationship with you, now and into the future.

For Clients

The team utilises candidate networks built up over a number of years, supported by an internal research capability, ensuring we have access to the best candidates in the market place.

Our experienced consultants carefully source candidates with the relevant Investment House, team and role, providing in-depth support and interview preparation before meeting with our clients.

An experienced team

Jane Paton

Senior Consultant

Jane has specialised in Investment & Wealth management recruitment for 10 years, recruiting across all asset classes and client bases. 

Stewart Robertson


Stewart has an extensive finance network and is a trusted advisor to some of the UK’s most prestigious businesses.

The straight forward recruitment consultancy

Wealth Management news & insight

Our locations


Based in Guildford, we recruit across the UK. Our main geographic areas include London, Manchester, Bristol, the Midlands, Home Counties and the South East.


Based at Record Hall, near Chancery Lane tube station, we're in a great location to easily meet with our clients and candidates.

About to hire your next specialist?

Get in touch with one of our experienced consultants who will work hard to understand your unique requirements. Please send us a job description or give us a call on + 44 (0) 20 3 637 7808.

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