Nucleus Financial
Rachel Dawkins is an experienced Insight Analyst at Nucleus Financial since September 2022, with over a decade of tenure at James Hay Partnership, where various roles included Management Information Analyst, Senior Fees & Credit Control Administrator, Senior Banking Administrator, Core Data Administrator, Account Executive, and Customer Services Foundation Administrator. Rachel's expertise encompasses high-volume transaction processing, daily account reconciliation, and effective communication with banking institutions. Notable achievements include a successful project to reconcile aging transactions and merge banking systems, along with significant competency gains within their teams. Rachel holds a Bachelor’s Degree in Equine Studies from Sparsholt College Hampshire and A-Levels in Biology, English Literature, and History from South Wilts.
This person is not in any teams
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.