FPAdmin1. Financial Planning Administrator (incl. Secretary/PA) Test Battery

This test battery, taking around 60 minutes to complete, provides an independent measure of a Candidate's mental capacity in terms of their level of reasoning ability, personality, values and motives.

Consisting of three sections they specifically measure Verbal, Numerical and Abstract reasoning, plus entail a Personality Questionnaire and a Values and Motivational Profile.

It is possible to distinguish a number of attributes that successful Financial Planning Administrators have, including having good organisational, communication, and customer service skills, plus possessing particular values and motives as well as emotional stability.

These are just some of the attributes that we assess in this test battery, which provides a more independent tool for a Candidate's suitability, over and above that which can be gleaned from resumes, reference checks and at interviews.

1. Abilities Analysis

Verbal Reasoning

Measures basic vocabulary, verbal fluency and the ability to reason using words - appropriate for all jobs that require an overall degree of verbal ability.

Numerical Reasoning

Measures the ability to use numbers in a logical, efficient way - appropriate for all jobs which require a general working level of numerical ability.

Abstract Reasoning

Measures the ability to understand abstract logical problems and use new information outside the range of previous experience, providing a good general test of mental ability - this test is ideally suited to assess individuals of various educational and cultural backgrounds.

2. Personality Profile Questionnaire

To measure a Candidates personality we use the '15FQ' questionnaire - a modern alternative to the 16PF. Specifically, this questionnaire measures the fifteen personality dimensions assessed by Cattell's original 16PF, with the exception of Factor B (intelligence) due to the difficulty in assessing mental ability using an un-timed test. This factor has been replaced with a more robust measure assessing an individual's level of confidence.

The 15FQ also measures personality factors more reliably using up-to-date and occupationally sensitive items. Whilst having all the advantages of 16PF it avoids the problems of low reliability and face-validity associated with many of the 16PF scales.

Comprehensive Report

This Personality Profile includes a report on:

  • Interpersonal Style
  • Thinking Style
  • Coping Style
  • Team Role Behaviour & Preferences
  • Leadership Style and Fit
  • Subordinate Style and Fit
  • Career (Occupational) Orientation
  • Strengths and Development Areas
  • Validity Measures
  • Potential Strengths
  • Potential Development Areas

3. Values & Motives Questionnaire

This is a normative self-report questionnaire which profiles the motivating forces that are likely to determine the amount of energy or effort that a Candidate is likely to expend in particular activities. When used as part of an assessment battery for selection, development, guidance and team-building it can assist in directing individuals into areas where they are likely to gain most satisfaction and make the greatest contribution.

What the Values and Motives Questionnaire Measures

The scales have been selected not only for their relevance to the workplace, but on the basis of a thorough review of those values which have been identified in previous research as being important determinants of behaviour in the work setting.

The questionnaire covers three broad areas: Personal, Interpersonal and Extrinsic. Personal values are those which could guide an individual's decisions in respect of everyday problems; Interpersonal values are those which influence an individual's approach to relationships; and Extrinsic motives are factors which effect their behaviour in the workplace.

Cost: $395 + GST per Candidate tested.

Click here to Book this psychometric Test Battery. Please remember to provide us with your contact details and a Consultant will contact you shortly.

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