Wealth Management Finance Recruitment

Harper May is a specialist finance recruitment agency working with wealth management firms and advisory-led financial services businesses to hire high-calibre finance leaders. We support firms managing client assets and investment portfolios, helping them secure finance professionals who can operate in regulated, client-focused environments.

We work closely with wealth management businesses to identify finance leaders who can strengthen financial control, improve reporting and support strategic decision-making across the organisation.

In wealth management firms, finance leadership plays a central role in maintaining financial discipline, ensuring accurate reporting and supporting long-term performance. From managing financial controls and forecasting to delivering clear insight to stakeholders, the right finance leader can directly influence stability and growth.

We support wealth management finance recruitment across the full business lifecycle, from growth and operational development through to maturity and expansion. Our network includes finance professionals with experience in wealth management, advisory-led businesses and regulated financial environments.

Our wealth management finance recruitment services include:
CFO recruitment for wealth management firms
Finance Director recruitment within advisory and investment businesses
Financial Controller recruitment to strengthen reporting and controls
Head of Finance recruitment for growing wealth management firms
FP&A recruitment to improve forecasting and performance insight
Finance Manager recruitment to support operational finance

Harper May also supports businesses hiring across the wider finance function, including:

• CFO Recruitment
• Finance Director Recruitment
• Financial Controller Recruitment
• Head of Finance Recruitment
• Finance Manager Recruitment
• FP&A Recruitment
• Interim Finance Director Recruitment
• Fractional CFO Recruitment
• Finance Executive Search

Wealth management businesses require finance professionals who combine strong technical capability with commercial awareness and an understanding of regulated environments. Hiring the right finance leader is critical to maintaining control, supporting growth and ensuring accurate reporting across the business.

Our consultants work closely with clients to understand their business structure, regulatory requirements and growth plans. This allows us to identify finance professionals who can strengthen reporting, improve financial visibility and support strategic decision-making.

This includes hiring finance professionals who can operate at board level, support stakeholders and deliver clear financial insight across the organisation.

We have a strong network of finance professionals with experience in wealth management, advisory businesses and regulated financial environments. We understand the importance of control, reporting and stakeholder confidence when hiring finance leaders in this sector.

Whether you are hiring a CFO to lead financial strategy, a Finance Director to support growth, or a Financial Controller to improve reporting and controls, Harper May can help you secure the right finance talent.

We recruit across the finance function for wealth management businesses, helping clients hire finance leaders and commercially strong finance professionals in regulated, client-focused environments.

If your business is looking to hire finance professionals within the wealth management sector, Harper May’s specialist team can support your search.