
Rachel Graham
Actuarial Assistant

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About me
On a break
Education

The University of Edinburgh
2005 - 2009MA (Hons) Japanese StudiesActivities and Societies: Studied as an Exchange Student at Tsuda College in Japan from 2007-2008

Edinburgh Napier University
2009 - 2010MSc Accounting and Finance
Experience

Scottish Life - Royal London
Jan 2000 - Jan 2007Actuarial AssistantProduced 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 2016Senior Account ManagerManaged 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 2016Contract ConsultantDifference 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 2023Account Manager - Royal London IntermediaryDelivering 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 - nowCareer break to focus on familyTaking time out of my career to spend more time with my young children.
Licenses & Certifications

Financial Planning Certificate 1,2, 3
Chartered Insurance InstituteAug 2005
Languages
- jaJapanese (approx at jlpt n3 level)
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