Up until this month I worked for an IFA as a paraplanner (some would say the position that does all the IFAs hard work
), so I have a sound knowledge of financial products. Sadly the extent of analysis would involve say comparing charges from 2 PPs to see if one was more favourable than the other, or to see if it was worthwhile for a client to transfer out of an OPS. I have also researched performance of various investment funds.
Communication was a fundamental part of my job both in talking to clients face to face about their financial situation, and to IFAs and product providers.
I feel this is one of my strengths.
With regards to project management, I did implement our 'pension transfer review proceedure, which involved getting this side of the business up and running, and it was a big responsibility. I suppose each IFA client could be viewed as a project.
At the moment I have a temporary role with an enhanced annuity company, which I started this month after relocating to london. They do have an actuarial department, but going about discussing a move their would be difficult without questions being asked.
Definitly a good idea to take off my DoB, and my A-Levels.
I am FIA student 2009, so that says enough.
Having thought about your replies, I feel that I need to boost my skills in the areas that actuaries are involved in day today - I guess that markov jump processes are not a day to day occurence (but I could be wrong)?
Further to what Elroy has written, what in your minds make up the bulk of what you do day to day? In excel for example, or VBA
Thanks again
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