Skip to contentSkip to footer
  • Community
  • Jobs
  • Companies
  • Salaries
  • For employers
      Notifications

      Loading...

      Elevate your career

      Discover your earning potential, land dream jobs, and share work-life insights anonymously.

      employer cover photo
      employer logo
      employer logo

      Succession Wealth

      Is this your company?

      About
      Reviews
      Pay and benefits
      Jobs
      Interviews
      Interviews
      Related searches: Succession Wealth reviews | Succession Wealth jobs | Succession Wealth salaries | Succession Wealth benefits
      Succession Wealth interviewsSuccession Wealth Financial Planner interviewsSuccession Wealth interview


      Glassdoor

      • About / Press
      • Awards
      • Blog
      • Research
      • Contact Us
      • Guides

      Employers

      • Free Employer Account
      • Employer Centre
      • Employers Blog

      Information

      • Help
      • Guidelines
      • Terms of Use
      • Privacy and Ad Choices
      • Do Not Sell Or Share My Information
      • Cookie Consent Tool
      • Security

      Work With Us

      • Advertisers
      • Careers
      Download the App

      • Browse by:
      • Companies
      • Jobs
      • Locations
      • Communities
      • Recent posts

      Copyright © 2008-2026. Glassdoor LLC. "Glassdoor," "Worklife Pro," "Bowls" and logo are proprietary trademarks of Glassdoor LLC.

      Company Bowl sample

      Want the inside scoop on your own company?

      Check out your Company Bowl for anonymous work chats.

      Bowls

      Get actionable career advice tailored to you by joining more bowls.

      Followed companies

      Stay ahead in opportunities and insider tips by following your dream companies.

      Job searches

      Get personalised job recommendations and updates by starting your searches.

      Financial Planner Interview

      4 Mar 2024
      Anonymous interview candidate
      Aylesbury, England
      Declined offer
      Positive experience
      Difficult interview

      Application

      I applied online. The process took 5 weeks. I interviewed at Succession Wealth (Aylesbury, England) in Sept 2023

      Interview

      Very professional interview process, however the base salary was too little for what I was requiring. Interview saw me having to make a presentation, using PowerPoint using approximately 30 slides over a 30 minute period and presenting that to an individual in the boardroom and two other members of the leadership team via teams.

      Interview questions [1]

      Question 1

      Succession were keen to understand how I would prospect my own leads, and if I had any legacy business to bring onto their books.
      Answer question

      Top companies for "Compensation and Benefits" near you

      avatar
      Questrade
      3.6★Compensation and benefits
      avatar
      Republic Bank Limited
      3.6★Compensation and benefits
      avatar
      FirstCaribbean Int'l Bank
      4.1★Compensation and benefits
      avatar
      CIBC World Markets
      3.8★Compensation and benefits