Interview Advice for the Financial Sector: How to Stand Out for the Right Reasons

interview tips from rachel buscall

Expert insights from Rachel Buscall, CEO of New Capital Link

Interviews in the financial sector are rarely just about qualifications. While technical knowledge is essential, employers are increasingly focused on mindset, communication, and long-term potential. According to Rachel Buscall, CEO of New Capital Link, candidates who succeed are those who understand that finance is as much about people and judgment as it is about numbers.

“In finance, we’re trusted with responsibility,” Rachel explains. “An interview isn’t only assessing what you know — it’s assessing how you think, how you communicate, and whether you understand the weight of that responsibility.”

Preparation Goes Beyond the Job Description

Many candidates prepare by memorising role requirements or rehearsing generic answers. Rachel advises a more strategic approach.

“Strong candidates understand the business, not just the position,” she says. “They know who the firm works with, how it creates value, and where their role fits into the wider picture.”

This means researching the company’s investment philosophy, regulatory environment, and culture — and being ready to explain why those elements matter to you personally.

Demonstrate Commercial Awareness, Not Just Technical Skill

While financial knowledge is expected, interviewers are often more interested in how candidates apply that knowledge in real-world scenarios.

“Anyone can recite definitions,” Rachel notes. “What stands out is someone who can explain how market conditions, risk, regulation, and client needs connect in practice.”

Candidates should be prepared to discuss current market trends, ethical considerations, and decision-making under pressure — even if they’re early in their career.

Communication Is a Core Skill in Finance

One of the most common mistakes Rachel sees is candidates underestimating the importance of communication.

“Finance professionals must explain complex ideas clearly and responsibly,” she says. “If you can’t articulate your thinking in an interview, it raises questions about how you’ll communicate with colleagues, partners, or clients.”

Clear, concise answers — without jargon for the sake of it — demonstrate confidence and credibility.

Integrity and Judgment Matter More Than Perfection

Rachel encourages candidates not to be afraid of discussing challenges or mistakes, provided they show accountability and learning.

“No one expects perfection,” she explains. “What we look for is sound judgment, ethical awareness, and the ability to reflect.”

In a heavily regulated industry, integrity and transparency are non-negotiable. Candidates who show awareness of this — and respect for it — immediately set themselves apart.

Ask Thoughtful Questions

An interview is a two-way conversation. Rachel believes the quality of a candidate’s questions often reveals more than their answers.

“Good questions show curiosity, ambition, and maturity,” she says. “They tell us the candidate is thinking long-term, not just about getting through the interview.”

Questions about professional development, decision-making culture, and how success is measured tend to leave a strong impression.

A Final Thought

For Rachel, the most successful candidates are those who balance competence with character.

“Technical skills can be developed,” she concludes. “What’s harder to teach is professionalism, curiosity, and responsibility. Candidates who demonstrate those qualities consistently are the ones who build lasting careers in finance.”

Picture of Rachel Buscall

Rachel Buscall

Co-Founder & Managing Director at New Capital Link.

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New Capital Link

Alternative investment specialists offering structured opportunities across the UK & Overseas.

New Capital Link is a boutique London-based introducer that offers unique UK & global investment opportunities worldwide.

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