What clients can you bring to us? Essentially they were just looking for existing IFAs to bring their clients to them in order to make money. This was not made clear at the outset
Financial Planner Interview Questions
513 financial planner interview questions shared by candidates
Where do you want to be in five years?
Why do you want to work with us
They will tell you three random words (ex: duck, house, apple) and later in the interview ask you to repeat them back
How I would overcome objections?
Why do you want this job?
Where do you see yourself in 5 years?
The interviewer took 2 pages of notes. She seemed awfully interested in my family members who live here locally... I found out why she was so interested at the orientation when I was told to write down ALL of my friends & family members on a sheet of paper - - they gave us a great deal of time to do this & even told us if we can't remember a phone number or an address that we should look up people's information in our cells phones.
Are you coachable
Why did you choose this company?
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