Rachel Graham

Rachel Graham

Actuarial Assistant

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  • Timeline

  • About me

    On a break

  • Education

    • The University of Edinburgh

      2005 - 2009
      MA (Hons) Japanese Studies

      Activities and Societies: Studied as an Exchange Student at Tsuda College in Japan from 2007-2008

    • Edinburgh Napier University

      2009 - 2010
      MSc Accounting and Finance
  • Experience

    • Scottish Life - Royal London

      Jan 2000 - Jan 2007
      Actuarial Assistant

      Produced FRS17 valuations and carried out support work for PA95 actuarial valuations.Responsibilties included data analysis, calculating transfer values, writing basis proposals, calculating scheme assets, liabilities and solvency ratios, general customer services duties and administration work.Gained full Financial Planning Certificate 1, 2 and 3 between 2004-2005

    • NewsBase

      Oct 2010 - Mar 2016
      Senior Account Manager

      Managed the provision of high level market intelligence in the energy section to senior management in the large IOCs, NOCs, banks, institutions and services companies.Client list included: Total, Statoil, Zurich, PetroChina, Siemens, SMBC, Eni, BNP Paribas, GDF Suez, Morgan Stanley, JX Nippon, CNPC, Rockwell, Herbert Smith Freehills, Maersk, Deloitte, ADNOC, JOGMEC, Inpex, KNOC, CPC and many more large multinational companies.

    • Difference Corporation

      Jun 2016 - Jun 2016
      Contract Consultant

      Difference Corporation provide business communications solutions which enable customers to increase revenue, decrease costs and improve productivity.Tasked with reviewing and investigating the company’s lead generation, marketing and sales process from an effectiveness perspective, and making recommendations for improvement.

    • Royal London

      Jul 2016 - Dec 2023
      Account Manager - Royal London Intermediary

      Delivering agreed new business revenue targets from an existing panel of Intermediaries - providing a high level of service, maintaining excellent working relationships with key clients and ultimately promoting Royal London’s Protection Insurance proposition.

    • Team Graham

      Dec 2023 - now
      Career break to focus on family

      Taking time out of my career to spend more time with my young children.

  • Licenses & Certifications

    • Financial Planning Certificate 1,2, 3

      Chartered Insurance Institute
      Aug 2005