James MacAulay Location
Livingston, GB
James MacAulay Work
- 2023 - now Senior Pension Transfer Specialist @ Financial Conduct Authority
- 2017 - 2023 Technical Manager @ Johnston Carmichael Wealth (Partners Wealth Management)
- 2017 - 2020 Paraplanner @ Johnston Carmichael Wealth (Partners Wealth Management)
- 2015 - 2017 Lead Paraplanner @ Carbon Financial Partners Ltd
- 2015 - 2017 Investment team member @ Carbon Financial Partners Ltd
- 2014 - 2015 Paraplanner @ Carbon Financial Partners Ltd
- 2013 - 2014 Paraplanner @ Morton Fraser MacRoberts LLP
- 2012 - 2013 Paraplanner @ LEBC Group
- 2010 - 2012 Client Support @ LEBC Group
- 2010 - 2010 Dedicated Account Support @ Aegon
James MacAulay Education
- Edinburgh University
Bachelor of Science (BSc) (General Studies)
1997 - 2001 - Lockerbie Academy1991 - 1997
James MacAulay Skills
- Paraplanning
- Cash Flow Forecasting
- Strategic Financial Planning
- Investment Research
- Wealth
- Financial Services
- Pensions
- Investment Strategies
- Lifetime Financial Planning
- Retirement Planning
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 @ Edinburgh University. With a robust skill set that includes Paraplanning, Cash Flow Forecasting, Strategic Financial Planning, Investment Research, Wealth and more. James MacAulay has 2 emails on RocketReach.
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