Nucleus Financial
Suzi Norris currently serves as the Head of Contact and Service Delivery at Nucleus Financial, where responsibilities include managing the Customer Service Centre Department, overseeing service provision for an outsourced relationship with FNZ, and preparing for re-platforming amid significant transformational changes within the organization. Prior to this, Suzi gained extensive experience at Quilter, holding various leadership roles such as Head of Incident Management, Head of People Readiness for UK Platform Client Services, and Head of Innovation & Change (Ops Services), each contributing to successful business transformations and operational efficiency. Suzi's earlier career included a role as Senior Relationship Manager at Barclays Bank, focusing on management accounting and organizational design projects. Suzi holds a BA in Business Studies, Business & Finance from Bournemouth University.
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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.