Sarah Smith

Risk Insight Analyst at Nucleus Financial

Sarah Smith has a diverse background in both finance and customer service, currently serving as a Risk Insight Analyst at Nucleus Financial since May 2013, with previous roles there including Corporate Governance Assistant and Office Manager. Prior to this, Sarah held receptionist positions at Paterson SA Hairdressing from October 2008 to April 2013 and CHARLIE MILLER HAIRDRESSING LIMITED from March 2004 to March 2008. Sarah's educational foundation includes a Higher National Diploma in Interior Design from Telford College, completed between 2001 and 2003, as well as foundational studies at St Thomas of Aquins from 1995 to 2001.

Location

Edinburgh, United Kingdom

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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.


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Employees

201-500

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