Nucleus Financial
Connie Robertson Chartered FCSI is an experienced financial professional with a strong background in reconciliation and operations. Currently serving as a Senior Reconciliation Analyst at Nucleus Financial since June 2018, Connie has also held the position of Operations Manager at Interactive Investor since December 2014. Previous roles include Team Leader of the Premium Trade Management Team at BNP Paribas Securities Services from March 2008 to December 2012, Manager of the Crest & Residual Settlements Team at Barclays Wealth and Investment Management from April 2001 to March 2008, and Supervisor as a Unit Trust Dealer at Murray Johnstone Unit Trust Managers Ltd from August 1987 to March 2001. Education was completed at Colston Secondary School.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.