Graduate Financial Services SJT
Situational judgement test · Finance graduates
Assess the judgement graduates bring to banking and asset management
Realistic job scenarios from graduate roles in financial services, used for recruitment, promotion, succession planning and development. Candidates choose the most and least appropriate actions; Recruitment, Candidate and Interview Reports come as standard.



See what candidates see
Choose the most and least appropriate responses to graduate situations in financial services. Untimed, about 10 minutes.
Every candidate gets clear instructions and examples before the test starts. To try the full test yourself, ask us for a free trial.

What the Graduate Financial Services SJT measures
A Situational Judgement Test (SJT) presents realistic, job-related situations and asks candidates to choose the best response. The Graduate Financial Services SJT reflects situations met in graduate roles in financial services, and is used by investment firms, including bulge bracket and boutique banks, for recruitment, promotion, succession planning and development. It measures 4 competencies, each through 4 behavioural indicators:
Purposeful Engagement
Supporting colleagues, stakeholders and clients to improve outcomes.
Analytical Rigour
Establishing a clear, accurate understanding of situations and tasks.
Sustaining Peak Performance
Routinely delivering a high-quality, efficient, client-focused service.
Professional Credibility
Showing genuine commitment to company standards and best practice.
Why organisations choose Viewpoint SJTs
Realistic job scenarios
Candidates respond to situations they would really face in the role, so you see how they would handle the job.
Measures judgement, not knowledge
SJTs show how people weigh up a situation and choose what to do, which experience and CVs rarely reveal.
A preview of the job
Candidates get a realistic picture of the role, which helps them decide if it is right for them.
Reports for every audience
Reports for recruiters and for candidates, so everyone gets feedback that is useful to them.
Reports that do the work for you
On completion you can download 3 reports as standard: a Recruitment Report (test scores, behavioural interpretation and interview questions), a Candidate Report (behavioural feedback and development goals) and an Interview Report (scores, interpretation, in-depth interview questions and guidance on scoring the answers).
View sample
Candidate Report
For the person who took it
- Constructive feedback in plain English
- No scores shown
- Practical suggestions for development
View sample
Candidate Report
For the person who took it
- Constructive feedback in plain English
- No scores shown
- Practical suggestions for development
View sample
Candidate Report
For the person who took it
- Constructive feedback in plain English
- No scores shown
- Practical suggestions for development
Who it’s for
Typical roles that use the Graduate Financial Services SJT.
Graduate recruitment
Compare associate and analyst applicants on analytical rigour and professional credibility.
Promotion and succession
Bring consistent behavioural evidence to promotion and succession planning decisions.
Deep-dive interviews
Use in-depth interview questions with guidance on scoring the answers.
How it works
- 1
Invite
Send candidates their link from the Viewpoint platform. They can complete it wherever suits them.
- 2
Respond to the scenarios
Candidates read or watch each scenario and choose the most and least appropriate responses.
- 3
Get the reports
Reports are ready as soon as the candidate finishes, for recruiters and for candidates.
At a glance
- 16 financial services situations, each with 4 possible actions
- Candidates choose the most appropriate and the least appropriate action
- Untimed, typically taking around 10 minutes
Related tests
Manager SJTChoose the most and least appropriate responses to 16 management situations. Untimed, up to 15 minutes.
Leader SJTChoose the most and least appropriate actions in 16 leadership situations. Untimed, 10 to 15 minutes.
Manager Financial Services SJTChoose the most and least appropriate responses to management situations in financial services. Untimed, about 10 minutes.
Legal Administrator SJTChoose the most and least appropriate responses to 16 situations in a law firm administration role. Untimed.How candidates can do their best
Understand the industry
Get familiar with typical situations in financial services: clients, markets, regulation and ethics.
Practise structured decision-making
Work through case studies to build a clear approach to complex problems.
Show the key competencies
Balance client needs, regulatory compliance and the company's interests in your choices.
Read every scenario carefully
Each situation is different, so understand it fully before responding.
See the Graduate Financial Services SJT for yourself
Try it and see the reports your team would receive. Contact us for a free trial or a demonstration of the platform.
More Free Tests
Try additional psychometric tests for free:
Take a Free SJT Take a Free Personality Test Take a Free Critical Reasoning Test Take a Free Barista SJT
