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Recruitment Process


The Process

Our recruitment process is designed for two-way communication and shared learning between you and Financial Synergy. 

We understand that your search for a new employer is about more than just getting a job; it is also a process for you to make decisions about your career. 

So, throughout our recruitment stages we will give you plenty of opportunity to learn about the benefits of a career with us.  We will also make a dedicated effort to learn about you as an individual and what you can offer our company.

1. Application Phase
Once you have decided to apply to Financial Synergy, email your resume and cover letter to the Human Resources Advisor.

Once this is received you will be sent confirmation of your submission and we will review your application to decide whether your skills, experience and qualifications match our requirements.

2. First Round Interview
If your application is successful, you will be invited to attend a first round interview. In this interview you will be greeted by a member of our Human Resources team who will ask you a series of behavioural-based questions related to your skills and experience.

You will also be given the opportunity to gather more information about us and the benefits of a career with Financial Synergy.

This will be followed by a written technical assessment developed specifically for the role to which you have applied. The written assessment can take between 30 minutes to an hour.

3. Personality Profile and Second Round Interview
If you are successful in the first round interview, you will be invited to complete our online Personality Profile.

The personality profile is supported by Testgrid and is designed to capture the style with which you approach your work. It is conducted online and will take between 15 to 30 minutes to complete, which you can do from the comfort of your own home.

At the same time, we will also invite you to a face-to-face interview with a senior member of the service line. This discussion is normally a more technical interview designed to build on the information already gained in the prior stages so that we can gain an in-depth understanding of your skills and experience and what you can offer Financial Synergy in your role.

During this discussion you will also have the opportunity to learn more about the specific team in which you will be working and how a position at Financial Synergy can help you develop your career path.

4. Background Checking and Offer
Successful applicants who are being considered for an offer will be asked to provide a minimum of two professional referees so that we can conduct a reference check. One of these referees should be from your current place of employment.

It is important to let your referees know that you have applied for a role at Financial Synergy and that you have supplied their details to us for the purpose of a reference. This will help them to provide us with a targeted reference and support your strengths for the role.

As we work in the financial services industry, it is also our policy to conduct a Federal Police check on applicants. This check typically includes the right to work in Australia, and criminal and bankruptcy checks.

If you are successful in your application, you will receive a verbal offer of employment by our Human Resources team. A letter confirming the position and details will then be sent to you upon verbal acceptance.

If you have any questions about the offer you have received, or if you would like some guidance, please do not hesitate to contact a member of our Human Resources team on 03 9654 1399 or via email.


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