Financial Services & Banking – Financial Para Planner

Position Name: Financial Para Planner

Interviewer

Candidate Name

Interview Date

Introductory Questions

– Interviewer(s) share name, role, tenure, and hand business cards for thank you messages
– Share a brief overview of the company
– Give Candidate the Job Description, highlight Job Purpose, Schedule/Travel, Major Challenges & Key Decisions, and Physical Requirements

Tell us about yourself.

What are your short and long-term professional goals?

What do you know about our organization?

Transitional & Verification Questions

– Clarify any unclear information from resume or application
– Verify availability for work hours and schedule, start date, and other important details

Will you now or at any point in the future require visa sponsorship to work for us?

Behavioral / Situational Questions

– Ask job related questions, based on skills and competencies needed for the role
– Ask open ended questions that allow candidates to tell a story about a specific example
– Ask 5-10 questions based on the role and how much time you have (~3-4 minutes per question)
– Listen for recent examples, details, consistency, the candidate’s role in the story, and teamwork
– Take notes and ask clarifying questions as follow-ups. Follow up questions may include:
- Tell us more about the action you took and the outcome.
- What did you say at that point?
- How did you react to that situation?
- Explain your role in more detail.
- Tell me in detail what steps you took.
- And what was the result?
- Describe the obstacles you faced in getting it done.
- What other options did you consider?
- Why do you think you reacted as you did?
- How do you think others felt about your actions at the time?
- Were you satisfied with the outcome of your actions?
- If the same or a similar situation presented itself, what would you do differently?

Analytical/Detail Orientation

Please describe a project you worked on that required you to synthesize complex information. How did you do it?

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Customer Focused

Describe for me a recent time when a customer request could not be satisfied. What was the situation and how did you handle it?

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Give me an example of a time when a customer really tried your patience. How did you handle it?

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Creativity/Innovation

What is the most innovative thing you have done in the last six months? Why did you go this direction? What was the driving business need?

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Problem Solving

Tell me about a time when you encountered a problem and your supervisor was not available to help you. How did you handle the problem?

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Planning & Organization

What tools do you use to plan your day? How do these help you determine priorities? How do you keep others informed?

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Teamwork/Team Building

Please give me an example of how you have contributed to the culture of previous teams.

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When it comes to group dynamics, what do you believe hinders teamwork the most?

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Tell us about a time when someone wasn’t pulling their weight on a team. What was the situation and how did you manage through it?

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Candidate’s Questions

– Be sure to leave time for their questions, generally 1-3
– Paint a positive but honest view of the pros and cons of the work and culture

Notes

Closing Questions

– Describe where you are in the process, next steps, and when they can expect to hear back
– Ask if they have any final remarks

What is one thing I should know about you that I haven’t asked?

What could you bring to this position that other candidates could not?

Interviewer Assessment

Enter your overall assessment about the candidate’s knowledge, skills, abilities, and fit for this position.

Would you recommend this candidate advance in the process?