Stephen Caffrey Email
Chartered Financial Planner (ALIBF) @ Financial Planning Corporation
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Stephen Caffrey Location
- Liverpool, GB
Stephen Caffrey Work
- 2017 - now Chartered Financial Planner (ALIBF) @
- 2016 - 2017 S166 Review Investment Review Specialist @
- 2016 - 2016 Accredited Investment and Protection File Reviewer @
- 2015 - 2016 Investment Review Manager @
- 2014 - 2015 Commercial Banking Redress Agent @
- 2012 - 2014 Quality Assurance @
- 2012 - 2014 Deputy Team Leader and Quality Assurance Outcome Tester @
- 2012 - 2012 Payment Analyst @
- 2011 - 2012 PPI Complaints Review Case Handler @
- 2010 - 2011 Customer Care Agent @ Natwest
- 2008 - 2009 Data Processing Manager @
Stephen Caffrey Education
- ifs University College
Diploma of Financial Planning Level 4 (Financial Planning and Services)
2014 - 2015 - Liverpool Hope University
Bachelor's degree (Business/Marketing)
2008 - 2011 - Hugh Baird University Centre
AAT Accountancy (Foundation) (Accountancy)
2005 - 2006 - The London Institute of Banking & Finance
Stephen Caffrey Skills
- Leadership
- PowerPoint
- Banking
- Sales
- Financial Planning
- Investments
- Finance
- Process Improvement
- Strategic Planning
- Financial Services
- Microsoft Office
- Microsoft Word
- Business Process
- Customer Service
- Operational Risk
- Management
- Financial Reporting
- Project Management
- Problem Solving
- Continuous Improvement
- Investment Properties
- Property Management
- Operating Systems
- VMware Infrastructure
- CRM
- Technical Support
- IT Service Management
- Windows Server
- Backup Exec
- VMware
- Data Center
- Customer Relationship Management
- IT Infrastructure Management
- Group Policy
- Cisco VoIP
- Software Deployment Using Active Directory and Sms
- Active Directory
- Databases
- It Service Delivery Management
- Imaging Workstations/Laptops Using Pxe and Sms
- Technical Training Given to Multiple Users
- Administration and Maintenance of Consolidated Printing Solution
- Microsoft Exchange 2010
- Elastix Pbx
- Domain Migrations
- Hyper V
- DHCP
- Elastix
- Office 365
- HP Networking
- Fortinet
- Aruba Wireless
- Hp Network
Stephen Caffrey Summary
- Stephen Caffrey, based in Liverpool, GB, is currently a Chartered Financial Planner (ALIBF) at Financial Planning Corporation. Stephen Caffrey brings experience from previous roles at Capita, Accenture, HSBC Retail Banking and Wealth Management and Huntswood. Stephen Caffrey holds a 2014 - 2015 Diploma of Financial Planning Level 4 in Financial Planning and Services @ ifs University College. With a robust skill set that includes Leadership, PowerPoint, Banking, Sales, Financial Planning and more. Stephen Caffrey has 2 emails on RocketReach.
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Top Financial Planning Corporation Employees
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Southport, GB
Stephen Caffrey
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Liverpool, GB
Bernice Blundell
Partner and Chartered Financial Planner
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Mark Ralphs
Partner
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Will Carter
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United Kingdom
Catherine Martin
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Mike Lea
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