Jonathan McCaffrey, BA Hons, Dip PFS, has extensive experience in the financial services sector, primarily with Just Group plc since August 2004, where roles have included Specialist Account Director, Key Account Director, Business Development Manager, and Telephone Account Manager. In these positions, significant contributions included the development of online application systems, automated systems for Equity Release, and fostering complex referral arrangements. Prior experience at Quilter as an Investment Adviser involved managing stockbroking and discretionary investment for various clients, while earlier work as a Valuations Clerk supported the valuation processes within the firm. Jonathan's competencies encompass strong communication skills, a results-oriented approach, customer service, and change orientation, supported by a degree in History from the University of London.
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