Job Application Form for Financial Services

# Job Application Form - Financial Services

## Purpose
Use for all job openings to standardise applications, comply with fair employment practices, and streamline candidate screening.

## When to Use
A structured job application form with personal details, work history, qualifications, availability, and work rights verification for Australian employers.

## Instructions
1. Review the template below and familiarise yourself with the structure
2. Replace all [bracketed placeholders] with your financial services business details
3. Customise the tone and formatting to match your brand
4. Save in your preferred tool (Employment Hero or HubSpot)

---

## Job Application Form

**Purpose:** Collect standardised applicant information to streamline screening, comply with fair employment practices, and maintain consistent hiring records.

### Section 1: Personal Details
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| First Name | Text | Yes | Min 2 characters | Jane |
| Last Name | Text | Yes | Min 2 characters | Smith |
| Email Address | Email | Yes | Valid email format | jane@email.com.au |
| Phone Number | Phone | Yes | Australian format | 04XX XXX XXX |
| Suburb and State | Text | Yes | - | Parramatta, NSW |
| Position Applied For | Dropdown | Yes | - | [Populate with open roles] |
| Where did you find this job listing? | Dropdown | Yes | - | Company Website / Seek / LinkedIn / Indeed / Referral / Other |

### Section 2: Work Rights
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Do you have the right to work in Australia? | Radio | Yes | - | Yes - Australian Citizen / Yes - Permanent Resident / Yes - Valid Work Visa / No |
| If on a visa, what type and expiry date? | Text | No | - | e.g., Subclass 482, expires 15/03/2027 |
| Are you available to work the required hours for this role? | Radio | Yes | - | Yes / No / Negotiable |

### Section 3: Work Experience
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Current or Most Recent Employer | Text | No | - | Acme Pty Ltd |
| Job Title | Text | No | - | Operations Coordinator |
| Duration of Employment | Text | No | - | e.g., March 2022 - Present |
| Key Responsibilities | Textarea | No | Max 500 characters | Briefly describe your main responsibilities... |
| Previous Employer | Text | No | - | - |
| Previous Job Title | Text | No | - | - |
| Previous Duration | Text | No | - | e.g., Jan 2019 - Feb 2022 |
| Previous Responsibilities | Textarea | No | Max 500 characters | Briefly describe your main responsibilities... |

### Section 4: Qualifications & Skills
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Highest Level of Education | Dropdown | Yes | - | High School / Certificate / Diploma / Bachelor Degree / Postgraduate / Other |
| Relevant Qualifications or Certifications | Textarea | No | Max 500 characters | List any qualifications, licences, or certifications... |
| Key Skills Relevant to This Role | Textarea | Yes | Min 20 characters, Max 1000 | Describe the skills and experience you bring to this role... |

### Section 5: Availability & Preferences
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Earliest Available Start Date | Date | Yes | - | DD/MM/YYYY |
| Notice Period Required | Dropdown | No | - | Available Immediately / 1 Week / 2 Weeks / 4 Weeks / Other |
| Salary Expectations (annual, before tax) | Text | No | - | e.g., $70,000 - $80,000 |

### Section 6: Supporting Documents
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| Resume / CV | File Upload | Yes | PDF, DOCX, max 5MB | Upload your resume |
| Cover Letter | File Upload | No | PDF, DOCX, max 5MB | Upload your cover letter |
| Portfolio or Work Samples | File Upload | No | PDF, ZIP, max 10MB | Upload relevant work samples |

### Section 7: Declaration
| Field | Type | Required | Validation | Placeholder |
|-------|------|----------|------------|-------------|
| I confirm the information provided is true and accurate | Checkbox | Yes | Must be checked | - |
| I consent to my information being stored for recruitment purposes | Checkbox | Yes | Must be checked | - |

### Conditional Logic
- If "Do you have the right to work in Australia?" = "Yes - Valid Work Visa", show visa type and expiry date field
- If "Where did you find this job listing?" = "Referral", show additional field: "Who referred you?" (Text)

### Submission
- **Button text:** "Submit Application"
- **Confirmation message:** "Thank you for your application. We will review your details and be in touch within 5 business days. If you have any questions, please contact [HR Email]."
- **Notification:** Send email to hiring manager with applicant summary and attached documents

---

**Complexity:** intermediate | **Setup time:** 15 minutes | **Tools:** Employment Hero, HubSpot, Zapier

Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.