James MacAulay Email
Senior Pension Transfer Specialist @ Financial Conduct Authority
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James MacAulay Location
- Livingston, GB
James MacAulay Work
- 2023 -now Senior Pension Transfer Specialist @
- 2017 -2023 Technical Manager @
- 2017 -2020 Paraplanner @
- 2015 -2017 Lead Paraplanner @
- 2015 -2017 Investment team member @
- 2014 -2015 Paraplanner @
- 2013 -2014 Paraplanner @
- 2012 -2013 Paraplanner @ LEBC Group
- 2010 -2012 Client Support @ LEBC Group
- 2010 -2010 Dedicated Account Support @
- 2007 -2010 Sales Support @
James MacAulay Education
- Edinburgh University
Bachelor of Science (BSc) (General Studies)
1997-2001 - Lockerbie Academy 1991-1997
James MacAulay Skills
- Paraplanning
- Cash Flow Forecasting
- Strategic Financial Planning
- Investment Research
- Wealth
- Financial Services
- Pensions
- Investment Strategies
- Lifetime Financial Planning
- Retirement Planning
- Investments
- Wealth Management
- Project Management
- Retirement
- Microsoft Office
- Protection
- 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 @ 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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