James Morrison Email & Phone Number
Who is James Morrison? Overview
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James Morrison is listed as Platform Transformation Consultant at Nucleus Financial, a company with 201 employees, based in Winchester, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Morrison.
James Morrison previously worked as Senior Platform Specialist at Quilter and Digital Delivery & Change Specialist at Quilter. James Morrison holds Higher National Diploma, Business Information Technology from Solent University.
Email format at Nucleus Financial
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About James Morrison
Experienced Platform Specialist with a demonstrated history of working in the financial services industry. Skilled in Business Planning, User Experience (UX), Microsoft Word, Project Management, and Business Relationship Management. Strong information technology professional with a Higher National Diploma focused in Business Information Technology from Solent University.
James Morrison's current company
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James Morrison work experience
A career timeline built from the work history available for this profile.
Senior Platform Specialist
- Working with Quilter’s distribution team and a key panel of top advisory firms, providing training, support and consultancy across Quilter’s online offerings.
- Producing and delivering training to individuals and groups of various sizes.
- Providing support services and problem solving to a Quilter’s top advisory firms.
- Enhancing sales and distribution by providing consultancy services to both internal teams and external businesses.
Digital Delivery & Change Specialist
- Working with FNZ on the largest platform migration in Europe with a cost of £200m. Through a phased approach we will have migrated circa 7,500 adviser firms and over 300,000 customers by the end of the project.
- Business SME across a range of areas including switching, models, back office systems.
- Successfully owned, managed, and delivered change to over 30 back office providers, ensuring a smooth transition for our adviser firms and customers. Extensive knowledge on services and change.
- Whole lifecycle UX design of Quilter’s new portals, including obtaining adviser testing and feedback.
- Theme owner, specialist, and lead technical support for investment models portfolios on adviser and discretionary platforms.
- Managment and support for a successful launch ensuring a swift resolution of all post launch issues.
Digital Delivery Project Analyst
- Business SME
- Defining and sculpting project requirements
- UX Design, User Testing
Platform Specialist
- Responsible for the delivery of training to a panel of financial advice firms to ensure the successful adoption of the entire Old Mutual online proposition
- Platform SME presenter at external regional conferences and events
- Supporting regional Sales Consultants with business opportunities via beauty parades and pitches
Various Digital Project And Support Roles
- Delivery & support of various digital projects and initiatives.
Colleagues at Nucleus Financial
Other employees you can reach at nucleusfinancial.com. View company contacts for 201 employees →
Jason Karwowski
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
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Darran Thomson
Colleague at Nucleus Financial
Greater Edinburgh Area, United Kingdom
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CM
Chris Moynihan
Colleague at Nucleus Financial
United Kingdom, United Kingdom
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CM
Caroline Macdonald
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
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JP
Jon P.
Colleague at Nucleus Financial
United Kingdom, United Kingdom
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EC
Emma Cummins
Colleague at Nucleus Financial
Bath, England, United Kingdom, United Kingdom
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AN
Andrew Nicoll
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
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Sophie Conlon
Colleague at Nucleus Financial
Stirling, Scotland, United Kingdom, United Kingdom
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AG
Alyx Graham
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
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OW
Olivia Whymark
Colleague at Nucleus Financial
United Kingdom, United Kingdom
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James Morrison education
Frequently asked questions about James Morrison
Quick answers generated from the profile data available on this page.
What company does James Morrison work for?
James Morrison works for Nucleus Financial.
What is James Morrison's role at Nucleus Financial?
James Morrison is listed as Platform Transformation Consultant at Nucleus Financial.
Where is James Morrison based?
James Morrison is based in Winchester, England, United Kingdom while working with Nucleus Financial.
What companies has James Morrison worked for?
James Morrison has worked for Nucleus Financial and Quilter.
Who are James Morrison's colleagues at Nucleus Financial?
James Morrison's colleagues at Nucleus Financial include Jason Karwowski, Darran Thomson, Chris Moynihan, Caroline Macdonald, and Jon P..
How can I contact James Morrison?
You can use AeroLeads to view verified contact signals for James Morrison at Nucleus Financial, including work email, phone, and LinkedIn data when available.
What schools did James Morrison attend?
James Morrison holds Higher National Diploma, Business Information Technology from Solent University.
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