Platform Transformation Consultant
Current
Apr 2022 - Present
AeroLeads people directory · profile
James Morrison Email & Phone Number
Platform Transformation Consultant
at
Nucleus Financial
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Platform Transformation Consultant
Location
Winchester, England, United Kingdom
Company size
Who is James Morrison? Overview
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Quick answer
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.
Company email context
Email format at Nucleus Financial
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Nucleus Financial
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Profile bio
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.
Current workplace
James Morrison's current company
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Nucleus Financial
6 roles
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.
Jul 2021 - Apr 2022
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.
Sep 2017 - Sep 2021
Digital Delivery Project Analyst
- Business SME
- Defining and sculpting project requirements
- UX Design, User Testing
Mar 2015 - Sep 2017
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
Apr 2010 - Mar 2015
Various Digital Project And Support Roles
- Delivery & support of various digital projects and initiatives.
Apr 2004 - Apr 2010
Team & coworkers
Colleagues at Nucleus Financial
Other employees you can reach at nucleusfinancial.com. View company contacts for 201 employees →
JK
Jason Karwowski
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
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DT
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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SC
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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Jason Karwowski
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
View →
DT
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
View →
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
View →
AN
Andrew Nicoll
Colleague at Nucleus Financial
Edinburgh, Scotland, United Kingdom, United Kingdom
View →
SC
Sophie Conlon
Colleague at Nucleus Financial
Stirling, Scotland, United Kingdom, United Kingdom
View →
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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1 education record
James Morrison education
FAQ
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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