01 · 15 QUESTIONS · 20 MINUTES
Financial Analysis
Checks how candidates work with ratios, cash flow, the time value of money, credit risk and valuation.
- Ratio analysis
- Cash flow
- Time value of money
Hire your next Financial Adviser with clearer evidence.
A ready-made selection of tests for Financial Adviser candidates. See how they approach the skills that matter, then focus your interviews on the results.
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AM
Alex Morgan
CompletedFinancial Adviser assessment
A CLEARER VIEW OF THEIR SKILLS
More than one score.
Financial Analysis82%
Numerical Reasoning74%
Communication68%
Compliance & Ethics64%
Interpersonal Skills78%
Decision-Making70%
Compare strengths. Explore the detail. Ask better questions.
Illustrative results · Fictional candidate
WHAT THE ASSESSMENT EXPLORES
A clearer view of finance skills.
The Financial Adviser template combines Financial Analysis, Numerical Reasoning, Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making. Review the selection against the work your vacancy involves.
6tests70minutes56questions in total
02 · 10 QUESTIONS · 10 MINUTES
Numerical Reasoning
Shows how candidates read figures, tables and percentages, and what they conclude from them.
- Tables & charts
- Percentages & ratios
- Interpreting figures
03 · 8 QUESTIONS · 10 MINUTES
Communication
Shows how candidates choose to explain things and raise issues at work.
- Sharing information
- Listening & understanding
- Difficult conversations
04 · 7 QUESTIONS · 10 MINUTES
Compliance & Ethics
Shows how candidates act when rules, pressure and commercial interest pull apart.
- Ethical decisions
- Following procedures
- Raising concerns
05 · 8 QUESTIONS · 10 MINUTES
Interpersonal Skills
Shows how candidates handle disagreement and build working relationships.
- Working relationships
- Understanding others
- Managing interactions
06 · 8 QUESTIONS · 10 MINUTES
Decision-Making
Shows how candidates weigh incomplete information and commit to a course of action.
- Evaluating options
- Weighing information
- Choosing a response
A COMPLETE SKILLS PICTURE
One assessment. Different strengths.
Explore accurate figures, records and financial processes.
You receive a result for each included test: Financial Analysis, Numerical Reasoning, Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making. Compare the relevant areas separately and use a follow-up task based on reconciling an invoice list before preparing a payment summary.
Keep the recommended selection or adjust it before inviting candidates.
A MULTILINGUAL TEST SUITE
English, plus 13 languages.
Assess candidates in the language they work in.
- English
- Chinese (simplified)
- Japanese
- Korean
- Thai
- Vietnamese
- Indonesian
- French
- German
- Spanish
- Portuguese
- Italian
- Dutch
- Arabic
Languages across our wider suite. Availability varies by test and level; check each test when preparing your assessment.
TRY AN EXAMPLE QUESTION
Try an example question.
Explore an example in the context of reconciling an invoice list before preparing a payment summary. It gives you a way to discuss the reasoning behind a candidate’s answer, alongside the Financial Adviser assessment results.
Financial Adviser: reconciling an invoice list before preparing a payment summaryWorkplace example
An invoice register totals £12,000. Payments of £9,000 have been recorded against it.
| Invoice total | Payments recorded |
|---|---|
| £12,000 | £9,000 |
A PRACTICAL GUIDE
Using the Financial Adviser assessment.
What does the full assessment tell you?
This template combines multiple-choice questions in Financial Analysis, Numerical Reasoning; workplace situations in Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making. It brings together evidence about accurate figures, records and financial processes, giving you areas to explore when reconciling an invoice list before preparing a payment summary.
How can you use the results?
Review each result against your vacancy’s responsibilities. Use a short task based on reconciling an invoice list before preparing a payment summary to explore practical application. Ask them to explain the reconciliation, show their checks and describe how they would resolve a mismatch.
Which results matter for your vacancy?
- Financial AnalysisUse a short Financial Analysis work sample to explore how they apply ratio analysis and cash flow.
- Numerical ReasoningAsk them to interpret a table, calculate a rate and explain what the figures imply.
- CommunicationExplore how they would explain an issue and agree the next update.
- Compliance & EthicsDiscuss how they would respond when a request conflicts with an agreed rule.
- Interpersonal SkillsExplore how they would address a disagreement and keep a working relationship productive.
- Decision-MakingAsk them to compare options and explain what evidence their decision needs.
SEE THE RESULTS FOR YOURSELF
See the person behind the score.
Explore a complete sample report, from test results and candidate comparisons to focused interview questions.
BEFORE YOU START
Your questions, answered.
Can I tailor this assessment to my Financial Adviser vacancy?
Yes. Start with Financial Analysis, Numerical Reasoning, Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making, then keep the tests that match your responsibilities. For example, use Financial Analysis to explore ratio analysis. You can add or remove tests before inviting candidates.
Does this assess practical Financial Adviser work?
Candidates answer multiple-choice questions in Financial Analysis, Numerical Reasoning; workplace situations in Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making online. They do not complete your day-to-day work inside your own systems. Add a short work sample based on reconciling an invoice list before preparing a payment summary to explore application alongside the test results.
Why is Financial Analysis included?
Checks how candidates work with ratios, cash flow, the time value of money, credit risk and valuation. Use a short Financial Analysis work sample to explore how they apply ratio analysis and cash flow. Review whether this area reflects the responsibilities of your vacancy before retaining it.
How long does this Financial Adviser assessment take?
The recommended selection contains 6 tests and allows 70 minutes across its timed tests. Adding or removing tests, or adjusting time allowances, can change the total.
Will I see a separate result for each test?
Yes. Review Financial Analysis, Numerical Reasoning, Communication, Compliance & Ethics, Interpersonal Skills, Decision-Making separately so a strength in one area does not hide a gap in another. Use the detail to focus interviews and relevant work samples. View the sample report.
Can I try this assessment with real candidates for free?
After signup, your Financial Adviser selection is prepared for review. Adjust it, invite candidates and see your first 5 candidate results free. No credit card is required. See pricing for further results.
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