Nucleus Financial
Katie Parker is an experienced financial professional with a solid background in reconciliations and administration. Currently serving as the CASS Team Manager at Nucleus Financial since June 2022, Katie has previously held the position of Asset and Cash Reconciliations Manager at FNZ from June 2014 to June 2022, after progressing from Senior Asset Reconciliations Officer. Katie also contributed as a Senior Reconciliations Analyst at Brewin Dolphin between March 2011 and May 2014, and earlier worked as a Senior Administrator at Fyshe Horton Finney Ltd. from April 2006 to January 2010. Katie began a career in finance as an Accounts Payable Clerk at Horizon Recruitment from June 2004 to April 2006. Katie holds a Bachelor of Arts degree in Public Relations, Advertising, and Applied Communication from the University of Teesside, earned from 2001 to 2004.
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.