Table 1Transition record

insurance clerktoinvestment clerk

A insurance clerk already meets 65% of what the investment clerk role asks for. The move turns on 5 required skills not yet in the profile.

From insurance clerk

65%

Overlap1

To investment clerk

18 Skills carried over

5 Required, not held

37.1 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 37.1

This move: 37.1 of 100 · moderate

1 Share of the investment clerk role’s weighted skill requirement already met by the insurance clerk profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 18 skills that carry over, these are the ones fewest other occupations ask for. A investment clerk role needs them, and most people applying for one will not have them already. This is the part of a insurance clerk background worth leading with.

Skill the target role also needs Area

already held handle paperwork management skills
already held offer financial services communication, collaboration and creativity
already held perform office routine activities management skills
already held provide financial product information communication, collaboration and creativity
already held use office systems management skills
already held electronic communication engineering, manufacturing and construction

All 18 carried skills, including the 14 the investment clerk role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 missing skills fall into 6 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 management skills 3 required, 2 supplementary

required, not held handle mail required
required, not held disseminate messages to people required
required, not held organise business documents required

optional, not held deliver correspondence optional
optional, not held organise facilities for office personnel optional

02 business, administration and law 1 required, 4 supplementary

required, not held customer service required

optional, not held accounting techniques optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held securities optional

03 communication, collaboration and creativity 1 required

required, not held use different communication channels required

04 information skills 1 supplementary

optional, not held ensure proper document management optional

05 social sciences, journalism and information 1 supplementary

optional, not held economics optional

06 working with computers 1 supplementary

optional, not held digitise documents optional

Table 4

Table 4 · Where to start

The 3 entries a investment clerk role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 18 skills that carry over

Skill Type

already held banking activities knowledge
already held electronic communication knowledge
already held follow written instructions skill
already held handle financial transactions skill
already held handle paperwork skill
already held maintain records of financial transactions skill
already held offer financial services skill
already held office software knowledge
already held perform clerical duties skill
already held perform office routine activities skill
already held present reports skill
already held provide financial product information skill
already held use office systems skill
already held write work-related reports skill
already held communicate with banking professionals skill
already held communicate with customers skill
already held obtain financial information skill
already held trace financial transactions skill

9 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held accounting techniques optional
optional, not held deliver correspondence optional
optional, not held digitise documents optional
optional, not held economics optional
optional, not held ensure proper document management optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held organise facilities for office personnel optional
optional, not held securities optional

14 held skills the investment clerk role does not ask for

Skill Type

not needed by the target role advise on financial matters skill
not needed by the target role analyse insurance needs skill
not needed by the target role classify insurance claims skill
not needed by the target role company policies knowledge
not needed by the target role file claims with insurance companies skill
not needed by the target role handle incoming insurance claims skill
not needed by the target role identify customer's needs skill
not needed by the target role insurance law knowledge
not needed by the target role insurance market knowledge
not needed by the target role maintain financial records skill
not needed by the target role principles of insurance knowledge
not needed by the target role review insurance process skill
not needed by the target role tax legislation knowledge
not needed by the target role types of insurance knowledge

6 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier

required, not held customer service required
optional, not held accounting techniques optional
optional, not held economics optional
optional, not held financial markets optional
optional, not held financial products optional
optional, not held securities optional

Index

Other moves recorded from insurance clerk

Full index of moves from insurance clerk

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.