Stage 1

Application

The first step is to apply! Our Recruitment team will review your CV and the information provided in your application against the requirements of the role, including your academic achievements, skills and suitability for a career in financial planning.

Stage 2

Call with Recruiter

If your application is shortlisted, you'll be invited to a short introductory call with a member of our Recruitment team. This informal conversation is an opportunity for us to learn more about your background, discuss your interest in the role and financial planning as a career, and answer any questions you may have about the position, team or recruitment process.

Stage 3

Interview

If successful, you'll be invited to a video interview with two members of the financial planning team. This will be an opportunity for us to learn more about you, your academic background, relevant experiences and your interest in the position.

The interview will include competency-based questions designed to assess the skills and behaviours important for success in the role, such as communication, organisation, teamwork and problem solving. You'll also have the opportunity to learn more about the team and ask any questions you may have about the role and career opportunities within financial planning.

Stage 4

Final Interview

A face-to-face interview will be organised with two members of the Financial Planning team. This stage provides an opportunity to learn more about your interest in financial planning, your suitability for the role and the skills and behaviours that will help you succeed within the team.

You'll have the chance to meet members of the team, learn more about our culture and values, and gain a deeper understanding of the role and future career opportunities within Financial Planning. We will also be looking for evidence of your motivation to learn, attention to detail, communication skills and commitment to delivering excellent client service.

Stage 5

Offer

Following the final interview, a member of the Recruitment team will contact you to discuss the outcome of your application. Successful candidates will receive details of the offer and onboarding process.