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Sunday, September 27, 2020

New appointments for growing financial advice firm

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A NORTH-east investment specialist has bolstered its team with the arrival of two new faces and the promotion of a key member of staff to help equip the business for further growth.

Scott James & Associates – an appointed representative of St. James’s Place Wealth Management, based in Aberdeen’s west end – has appointed Ross McDonald as adviser and Ceri Greer as administrator.

In addition, Callum Robertson has been promoted to the role of practice manager following a successful three years with the company.

Having worked in residential property leasing for more than a decade, Ross completed the St. James’s Place Academy Career Change Programme and, for the past 18 months, has run his own practice, Ross McDonald Wealth Management.

The addition of a third adviser will provide Scott James & Associates with enhanced coverage to take on new business, whilst continuing to provide high levels of customer service to existing clients.

Westhill-based Ross, who is currently working towards achieving his diploma in regulated financial planning (DipPFS), said: “It’s an exciting time for the business and, with the support of Scott and my new colleagues, I hope to play my part in contributing to its success through growing the client base and providing unrivalled customer service across a wide spectrum of financial advice.”

Ceri, who lives in Banchory, previously worked for another St. James’s Place practice, following a career in mental health nursing. Latterly, she was health surveillance co-ordinator for a large oilfield equipment business until her role was made redundant due to Covid-19.

In her new role, she will provide office support to each of the firm’s advisers through the preparation of client reports, meetings and technical documentation.

Ceri said: “Scott has a strong reputation within the industry, and I’m thrilled to be part of a team that values its staff and provides genuine opportunities for growth and development.

“I’m pleased to return to working in a fast-paced environment and, also, be given the support to gain the relevant accreditations and build upon my existing technical and product knowledge.”

Scott James, director, commented: “Despite these challenging times for us all, it’s pleasing to have been able to grow the team to a six-strong outfit and create quality job opportunities in the local area.

“I have no doubt that both Ross and Ceri – as well as Callum in his new role – will prove to be valuable assets for the company and, through their combined skills and experience, provide the same level of service that our clients have come to expect over the past five years.”

 

 

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