Jamie McCrae
Edinburgh
Summary
Final-year BSc Mathematics & Finance student at the University of Glasgow with experience in financial planning and a broad interest in financial markets, investments and wealth management. Strong interest in understanding both the numbers behind financial decisions and the people they ultimately affect, with a particular focus on building relationships and understanding client needs. Exposure to financial planning and the wider commercial side of business has strengthened an ambition to pursue a career where finance, problem-solving and people come together. Curious, adaptable and commercially minded, with a strong drive to learn, take on responsibility and develop within financial services.
Overview
6
6
years of post-secondary education
4
4
years of professional experience
Work history
Client Support Intern
McHardy Private Wealth
Edinburgh
2026.07 - Current
- Supported advisers and client-facing teams with day-to-day financial planning administration, including preparing client review packs and following up outstanding Letters of Authority (LOAs).
- Prepared portfolio reports and client information across pensions, SIPPs, ISAs, GIAs, cash accounts and investment portfolios, gaining practical exposure to investment and retirement planning.
- Used Microsoft Excel extensively to organise, analyse and present client and portfolio information accurately and efficiently.
- Sat in on financial planning meetings and internal training, developing an understanding of how advisers assess client objectives, circumstances and financial needs.
- Worked alongside senior colleagues on an ongoing acquisition in the Scottish Borders, supporting administrative and coordination work throughout the process.
- Retained by McHardy to provide remote support alongside university, continuing to assist with the acquisition beyond the internship.
Assistant
McCrae & McCrae Ltd
Edinburgh
2023.01 - Current
- Provided administrative and client support across property operations during university breaks, preparing property brochures, managing invoicing and assisting with compensation claims to support day-to-day operations.
- Supported marketing initiatives and strategic planning with local councils, contributing to business development and gaining insight into the commercial side of a professional services firm.
- Led the design and launch of a new company website using Squarespace, taking ownership from development through implementation and generating 7,500+ page views since launch.
Staff
Selective Personnel
Glasgow
2023.01 - 2026.01
- Delivered customer-facing support across varied roles and venues, maintaining a professional and approachable manner in fast-paced environments.
- Worked effectively within diverse teams, adapting quickly to changing requirements and communicating clearly under pressure.
Career Experience Programme
Bright Network
2025.07 - 2025.07
- Completed a programme covering finance, professional services and consulting through practical, work-sample style activities.
- Conducted research and analysis to develop structured recommendations in response to a business brief, strengthening commercial awareness and problem-solving skills.
- Developed professional communication and analytical skills relevant to financial services and graduate careers.
Education
BSc (Hons) - Mathematics & Finance
University of Glasgow
2024.09 -
Scottish Qualifications Certificate -
The Royal High School
Edinburgh 2017.01 - 2023.01
Skills
-
Microsoft Excel
-
Financial Analysis
-
Client support
-
Commercial Awareness
-
Problem Solving
-
Adaptability
-
Attention to Detail
-
Communication & Relationship Building
-
Teamwork
-
RStudio
ADDITIONAL EXPERIENCE
Lewis Leap — Charity Volunteer & Fundraiser
- Support Lewis Leap, a sudden and traumatic bereavement support service, through ongoing volunteering, community outreach and fundraising.
- Represent the charity at local dog shows, distribute information within the community and raise awareness of the support available.
- Taking part in the Glasgow Half Marathon to raise funds for the charity.
Rugby
- 10+ years of competitive rugby, including university-level and Scotland's second division; U18 Scottish Cup winner, developing teamwork, discipline, resilience and leadership through consistent training and competition.
Timeline
Client Support Intern
McHardy Private Wealth
2026.07 - Current
Career Experience Programme
Bright Network
2025.07 - 2025.07
BSc (Hons) - Mathematics & Finance
University of Glasgow
2024.09 -
Assistant
McCrae & McCrae Ltd
2023.01 - Current
Staff
Selective Personnel
2023.01 - 2026.01
Scottish Qualifications Certificate -
The Royal High School
2017.01 - 2023.01