Nucleus Financial
Robin Leith is an experienced professional in client relations and application support, currently serving as an Application Support Analyst at Nucleus Financial since October 2021. Previously, Robin held roles as a Senior Client Relations Manager and a Client Relations Manager at Nucleus Financial, where responsibilities included managing a portfolio of independent financial advisors and addressing complex queries regarding various investment platforms. Prior experience includes serving as a Platform Administrator at Aegon, providing first point of contact support for customers and financial advisors, and working at Scottish Widows as a Customer Loyalty Assistant, focusing on client servicing and retention across insurance and investment products.
Nucleus Financial
1 followers
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.