Open to opportunities

James Mcdonald

@jamesmcdonald

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Aspiring financial advisor dedicated to empowering informed financial decisions.

United Kingdom

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What I'm looking for

I seek a role that fosters growth, collaboration, and the opportunity to make a meaningful impact in clients' financial lives.

I am an aspiring Level 4 CII/DipFA financial advisor with a strong foundation in accounting, holding an AAT Level 3 qualification. My mission is to help individuals make confident and informed financial decisions that align with their wealth and lifestyle goals. With experience in financial administration, B2B sales, and customer service, I have developed a natural analytical aptitude and strong interpersonal skills through both self-education and practical experience.

In my recent role as a Junior Business Development Manager at Equans EV Solutions, I successfully built and managed lead pipelines, nurturing B2B client relationships throughout the sales cycle. I supported the submission of bids for tenders exceeding £1M, providing detailed costings and profitability analyses. My proficiency in financial software, including Xero, Excel, and Power BI, has allowed me to create insightful dashboards that highlight areas for improvement in sales reporting processes.

My diverse experience also includes roles as an Accounts Assistant and Mortgage Assistant, where I honed my skills in financial tracking, client communication, and administrative support. I am passionate about continuous learning and personal development, and I enjoy engaging with topics related to philosophy, health, and entrepreneurship.

Experience

Work history, roles, and key accomplishments

Junior Business Development Manager

Equans EV Solutions

Sep 2023 - Jul 2025 (1 year 10 months)

Built and managed lead pipelines, generating cold leads, and nurturing B2B client relationships through the full sales cycle. Supported in writing and submitting bids for tenders of up to £1M+ in value, providing detailed costings and profitability analyses.

Lead Generation B2B Sales Bid Management Power BI Salesforce Excel KPI Tracking

Fitness Instructor & Gym Assistant

Fitness First

Jul 2021 - Jan 2022 (6 months)

Created engaging tours by tapping into customers' emotional motivations. Delivered fitness classes to gym members and provided training and nutrition guidance.

Customer Engagement Fitness Instruction Sales

Mortgage Assistant

Connect Mortgages

Jul 2020 - Jul 2020 (0 months)

Processed mortgage and insurance applications within FCA-regulated workflows using the company's in-house cloud CRM system. Supported advisors with data entry and administrative duties.

Mortgage Processing Insurance Applications CRM Systems Data Entry Administrative Support

Accounts Assistant

F9 Consulting

Mar 2019 - Mar 2019 (0 months)

Reconciled financial trackers with accounting records. Organized sensitive client data and supported with administrative tasks.

Administrative Support

Education

Degrees, certifications, and relevant coursework

DELE

DELE C1, Spanish Language

Currently in progress of completing the Spanish DELE C1 certification. This demonstrates a commitment to advanced language proficiency.

Secondary School

GCSEs, General Studies

Grade: Eight A-C Equivalent

Achieved eight GCSEs with grades A-C equivalent, including Mathematics (7), English Language (5), Science & Additional Science (A/B), Business Studies (B), and German (A*). These qualifications provided a strong academic foundation.