Share more about yourself, family, work , whatever you want. A quick case study discussion to access how you would plan for the given example. I got a case regarding planning for a young family with 1 kid. Pretty straightforward, discuss the planning and thought process and suggest areas of improvement. Plan like you would plan for yourself, you should not go wrong unless you own ILPs (which btw, is banned from the product shelf) and do not have conviction for low cost fit-for-purpose term insurance products.
Adviser Interview Questions
1,351 adviser interview questions shared by candidates
Can you tell us about yourself?
Please tell me some background about yourself?
Why do you want the job? Do you have any experience working in retail? What can you bring to the team? What does good customer service mean to you? What is your availability?
When have you had to make a tough decision?
How did you influence senior stakeholders to reach an outcome?
Why are you interested in this role, department, policy area? (Icebreaker - not assessed)
Can you tell us a time where you have had to use verbal and written communications?
What do you make of the current housing and mortgage market?
What motivates me and why would money motivate you?
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