How to succeed in a Financial Planning job interview; Showing benefit

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The late great Zig Ziglar once said “If you help enough people get what they want, you will get what
you want”. This is one of the main phrases I try to live my life by. Finding out what is key to people
and giving them exactly what they want whether this be a client or candidate of mine.

This leads onto another section of the E-book “the key to the hire”. What is it that you can do for the
company and how can you match your skills in relation to what the company needs for their
position? If you work out what the main reason for looking to hire someone is, you will understand
much more how you can actually help them. It is very easy for someone to say here, “well the
company are looking for a Financial Planner and the best one around”. Well yes…and this is what a
lot of my clients initially say to me. But what are the specific reasons for taking someone on, for
example what do they want the candidate to achieve within the role, why has the vacancy come up,
what impact will the role have on the wider business? Understanding this will help you much more
when you look to demonstrate your value to the company.

Put aside for a second what it is that you want and ask yourself “Where is my value?”, “What are you
going to do for this company that is going to make you stand out from the rest of the crowd?”
To give an example; maybe you are a superb networker and have a demonstrable track record of
winning business from introducers or just by your own endeavours. This is obviously a great asset to
have and if you’ve got it flaunt it, think of your strengths and have examples ready.

To sum up, work out what value you can give to a company beyond the norm, that will really make
you stand out from other Candidates. Try to say something different to what most people say and
make it something that is unique to you with specific examples. This will really help set you apart
from everyone else that goes for Financial Adviser interviews.