My Job as a QFA

Lexus1976

Occupation: Investment Manager QFA

Qualifications held: BA Business Studies, Diploma in Marketing, Qualified Financial Advisor Diploma, Cert in General Insurance


Previous Jobs : Life and Pensions administrator, Life and Pensions sales advisor, Mortgage consultant, General Insurance BDM, Senior Investment and Finance Consultant



Daily/weekly/yearly routine: Researching the market, following leads, arranging appointments and meetings, attending conferances, conducting fact finds, meeting public and corporate clients, designing new financial products, marketing and sales.

Age bracket: (optional): 32


General comments: Exciting, challenging, time consuming, never boring, not restrained to the office as you spend most of the week at meetings or on the road, great incentives, salary and benefits.

Reillyman

What's the staff turnover like in a job like that?

Lexus1976

Approx one person leaves the postion every 2 years. Usually to work for another company or promoted to a higher postion.

Daragh101

Lexus1976 wrote: »

Occupation: Investment Manager QFA

Qualifications held: BA Business Studies, Diploma in Marketing, Qualified Financial Advisor Diploma, Cert in General Insurance


Previous Jobs : Life and Pensions administrator, Life and Pensions sales advisor, Mortgage consultant, General Insurance BDM, Senior Investment and Finance Consultant



Daily/weekly/yearly routine: Researching the market, following leads, arranging appointments and meetings, attending conferances, conducting fact finds, meeting public and corporate clients, designing new financial products, marketing and sales.

Age bracket: (optional): 32


General comments: Exciting, challenging, time consuming, never boring, not restrained to the office as you spend most of the week at meetings or on the road, great incentives, salary and benefits.

whats the money like?

Lexus1976

5 figures if your lazy, 6 figures if your passionate about money!

allinorfold

Did you work your way up a Graduate Program or at what what level did you enter the field?

Lexus1976

You can enter the field at any stage provided your doing the exams. Your employer will usually pay for the QFA exams.

allinorfold

In terms of neccessary undergrad degree, what would you advise?
I've a degree in Maths and Stats and a postgrad diploma in Statistics.
What would be my next step?

snowy2008

i worked in a bank for 7 years so would i be eligible to be a qfa and of course do the exams? is there any mork in this area, fair play to you, you sound really happy where you are!

Lexus1976

snowy2008 wrote: »

i worked in a bank for 7 years so would i be eligible to be a qfa and of course do the exams? is there any mork in this area, fair play to you, you sound really happy where you are!

Sure, you will need to contact www.lia.ie or the institute of bankers for information.

Lexus1976

allinorfold wrote: »

In terms of neccessary undergrad degree, what would you advise?
I've a degree in Maths and Stats and a postgrad diploma in Statistics.
What would be my next step?

Hi mate, check out my last post.

TimAllen

Just wondering, Are you self employed or PAYE? You made reference to varying income depending on laziness or fondness for money!

Lexus1976

TimAllen wrote: »

Just wondering, Are you self employed or PAYE? You made reference to varying income depending on laziness or fondness for money!

Both

Daragh101

Lexus1976 wrote: »

Both

what do you mean?