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James MacAulay Location
Livingston, GB
James MacAulay Work
Senior Pension Transfer Specialist @ (August 2023 - Present)
Technical Manager @ (October 2017 - August 2023)
Paraplanner @ (February 2017 - December 2020)
Lead Paraplanner @ (November 2015 - February 2017)
Investment team member @ (February 2015 - February 2017)
Paraplanner @ (August 2014 - November 2015)
Paraplanner @ (March 2013 - August 2014)
Paraplanner @ LEBC Group (April 2012 - March 2013)
Client Support @ LEBC Group (December 2010 - April 2012)
Dedicated Account Support @ (February 2010 - November 2010)
Sales Support @ (August 2007 - February 2010)
James MacAulay Education
The University of Edinburgh
Bachelor of Science (BSc) (General Studies)
1997-2001
Lockerbie Academy 1991-1997
James MacAulay Skills
Cash Flow Forecasting
Financial Services
Investment Research
Investment Strategies
Investments
Lifetime Financial Planning
Paraplanning
Pensions
Protection
Retirement
Retirement Planning
Strategic Financial Planning
Wealth
Wealth Management
Project Management
Microsoft Office
Portfolio Management
James MacAulay Summary
James MacAulay, based in Livingston, GB, is currently a Senior Pension Transfer Specialist at Financial Conduct Authority. James MacAulay brings experience from previous roles at Johnston Carmichael Wealth and Carbon Financial Partners Ltd. James MacAulay holds a 1997 - 2001 Bachelor of Science (BSc) in General Studies @ The University of Edinburgh. With a robust skill set that includes Cash Flow Forecasting, Financial Services, Investment Research, Investment Strategies, Investments and more. James MacAulay has 2 emails on RocketReach.
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