SFS Advisor Reference
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Email
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Candidate name
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First
Last
Your name (referee)
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First
Last
Company name
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Your position in company
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Candidate start date
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DD slash MM slash YYYY
Candidate end date
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DD slash MM slash YYYY
Candidates job title
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Reason(s) for leaving
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New opportunities
Pay and benefits
Work-life balance or personal reasons
Health or family commitments
Relocation or retirement
Redundancy or company changes
Dismissal
Please provide dismissal details
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Please describe the candidate's reliability and dependability?
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Always reliable and dependable
Generally reliable with minor issues
Reliable but needs supervision
Inconsistent reliability
Unreliable
What are the candidate's strengths and weaknesses?
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Strong work ethic
Lack of attention to detail
Good communication skills
Poor listening skills
Team player
Struggles independently
Strong technical skills
Limited soft skills
Good leadership qualities
Difficulty delegating
Highly adaptable
Resistant to change
Organised and efficient
Prone to procrastination
Strong problem-solving ability
Struggles under pressure
Has the candidate performed a Certification Function or been an approved person for the company?
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No
Yes
Has the candidate performed one or more of the following roles within the company (please tick the relevant boxes)?
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Not applicable
Notified non-executive director
Credit union non-executive director
Key function holder (other than a controlled function).
Did you conclude the candidate was fit and proper to perform all allocated functions in theor role?
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No
Yes
Please provide your reason why
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Are you aware of any disciplinary action the candidate has received?
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No
Yes
Please provide an overview of the disciplinary action
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Would you recommend this candidate?
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No
Yes