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Associate Planner Interview Questions

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11,978 associate planner interview questions shared by candidates

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.
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Financial Planner

Interviewed at TPW Financial

1★
Nov 15, 2013

Questions surrounding client service, being detail oriented, owning up to mistakes. Don't actually have to have investment management/financial planning experience. Few questions regarding technolgoy: Excel, Morningstar etc.

The role of materials planner had changed to a more logistics role, therefore I had to be adaptable to the questions asked. Additionally, from studying a finance degree, it was difficult to explain the mechanical processes in logistics since I had little background on the subject.
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Materials Planner Position

Interviewed at C&C

3.4★
Aug 6, 2014

The role of materials planner had changed to a more logistics role, therefore I had to be adaptable to the questions asked. Additionally, from studying a finance degree, it was difficult to explain the mechanical processes in logistics since I had little background on the subject.

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