Adviser & Wealth Management
Clients and candidates benefit from our coverage across the UK. We partner with clients and candidates seeking long-term fruitful relationships on both sides.
Over three quarters of the Adviser recruitment assignments that we undertake are on a retained basis and are exclusively handled by Optima.
Our client list typically includes accountancy practices, national and regional IFAs, boutique wealth management firms and banks with an advisory arm to their portfolio.
In the past 12 months we have seen a focus on quality with many of our clients demanding Advisers with advanced qualifications, individuals with a solid track record and chartered status are highly sought after.
Advisers with the ability to provide holistic advice to clients and who demonstrate a clear understanding of the client's potential financial needs are in short supply, our role is to identify, represent and recruit the best Advisers in the market.
Testimonials
Optima are a highly professional operation. They understand our business thoroughly and consequently have always introduced high calibre candidates exactly matched to our requirements. From the candidate perspective the briefings and support provided are first class, ensuring they are well prepared for interviews. It is a pleasure working with Optima and I rate them extremely highly in their field – I would have no hesitation in recommending them.