Stephen Yaffe Email
Financial Consultant
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Stephen Yaffe Location
- Manchester, GB
Stephen Yaffe Work
- Financial Consultant @ Goldman Knightley Solicitors (September 2017 - Present)
- Senior Business Development manager @ Berkeley St James Wealth Management (September 2016 - May 2017)
- Corporate Executive @ (January 2014 - August 2016)
- Business Development Manager @ Key Financial Consultants (February 2012 - November 2013)
- Financial Advisor @ (January 2011 - November 2011)
- Company Director @ BP Financial Management (September 1993 - October 2010)
Stephen Yaffe Education
- Institute of Financial Services
Certificate in Regulated Equity Release - Levels 1 & 3 (CF1 & CF3) (Finance, General)
2008 - Chartered Insurance Institute
Certificate in Retirement Planning (CF4) (Finance and Financial Management Services)
2006 - Institute of Financial Services
Certificate of Mortgage Advice and Practice (Cemap) Bridge Certificate (Finance and Financial Management Services)
2002 - Chartered Insurance Institute
Financial Planning Certificate
1993 - The University of Salford
HNC Business Studies
1982 - Chartered Insurance Institute
Advanced Diploma in Financial Planning – Taxation & Trusts (F10) (Finance and Financial Management Services)
Stephen Yaffe Skills
- Leadership
- Financial Advisory
- Independent Financial Advice
- Pensions
- Corporate Finance
- Business
- Retirement Planning
- Account Management
- Auto Enrolment
- Financial Planning
- Business Development
- Finance
- Strategic Planning
- Pension Schemes
- Strategy
- Financial Services
- Business Planning
- Strategic Financial Planning
- Employee Relations
- New Business Development
- Payroll Services
- Customer Service
- JavaScript
- Pension Systems
- Small Business
- Management
- Project Management
- Inheritance Tax Planning
- Recruiting
- Pension Administration
- Employee Benefits
- Strategic Financial
- Microsoft Office
- Talent Acquisition
- Financial Analysis
- Independent Financial
- Microsoft Excel
- Sales
Stephen Yaffe Summary
- Stephen Yaffe, based in Manchester, GB, is currently a Financial Consultant at Goldman Knightley Solicitors. Stephen Yaffe brings experience from previous roles at Berkeley St James Wealth Management, UK Workplace Pensions Ltd, Key Financial Consultants and Capstone Financial. Stephen Yaffe holds a Certificate in Regulated Equity Release - Levels 1 & 3 (CF1 & CF3) in Finance, General @ Institute of Financial Services. With a robust skill set that includes Leadership, Financial Advisory, Independent Financial Advice, Pensions, Corporate Finance and more. Stephen Yaffe has 1 emails on RocketReach.
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