Nucleus Financial
Jag Sumra is an experienced finance professional with expertise in operations and client money reporting. Currently serving as Ops Finance Technical Manager at Nucleus Financial since December 2020, Jag previously held multiple positions at Genpact from October 2015 to December 2020, including Senior Manager and Client Money Reporting Manager, where responsibilities involved leading a team for CASS7 deliverables and ensuring accurate cash reconciliations. Prior experience includes roles as Financial Planning & Reporting Analyst and Reconciliations Specialist at Tesco Bank from July 2010 to October 2015, and Customer Service Advisor at Royal Bank of Scotland (Tesco Personal Finance) from September 2009 to July 2010. Jag holds an ACMA degree from The Chartered Institute of Management Accountants, completed in 2015.
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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.