Based in London and Herts , Wallace Bates successfully recruits for financial services clients across the UK and internationally.
We excel in our in-depth knowledge of Financial Services. We have over 30 years working experience within Financial Services and Financial Services Recruitment. We have excellent knowledge of products including Investments, Pensions, Employee Benefits and Mortgages as well as a true understanding of the range of job roles that Clients need to fill and candidates are seeking.
Expertise

Wallace Bates offers you a personal recruiting solution for a wide range of associated roles including IFA’s, Paraplanners, Investments (front, middle and back office), Employee Benefits, Mortgages, Pensions (group and individual), Compliance and Training. We also recruit for all levels of staff ranging from entry-level to Managing Director.

We specialise within the Financial Services industry and help companies to source candidates across a wide variety of roles. Typical examples include:

• Paraplanners
• IFA Sales Support
• Wealth Managers
• Independent Financial Advisers (IFA)
• Financial Planners
• Investment Managers
• Private Bankers
• Sales Managers
• Compliance Officers/Managers
• Employee Benefits (Admin/Sales)
• Group Risk Admin/Healthcare
• Investment Support/Admin/Analyst/Research
• Corporate IFA’s
• Bancassurers
• Broker Consultants
• Pensions Consultants
• Pensions Admin
With over 30 years experience within the Financial Services and the Recruitment marketplace we can provide to both Clients and Candidates the highest levels of knowledge, professionalism and market expertise across a wide range of job disciplines.
We have an extensive knowledge and understanding of all of today’s relevant product sectors including Personal Financial Planning, Private Banking, Employee Benefits, Investments, Mortgages and Life/Medical Insurance.
The level of Clients that we have experience of dealing with are wide and varied, ranging from National IFA firms, Banking Groups and Major Investment Houses to small regional firms and mortgage brokers.