Adam Taylor Email & Phone Number

The City, England, GB

• Overseeing the efficient operation of all functions, with specific responsibility across the group for:
• Fund administration and custody services
• IT systems and hardware, cyber security and data
• Software development and delivery
• Human resources
• Legal templates and commercial contracts

London, London, GB

London, GB

• Senior Manager responsible for the end to end experience for customers of Foresight’s retail investment products.
• Head of Investor Relations team, responsible for their management and development
• Governance and management of third party outsourcing arrangements, including receiving agents and registrars.
• Leading the customer workstream on all new retail product development.
• Drafting, review and sign off for all new and revised customer literature.
• Point of contact for operational compliance developments and issues.

London, GB

• Reporting to the Chief Development Officer and responsible for the delivery of commercial projects with a focus on service development.
• Liaison with third parties and internal stakeholders to develop and implement changes to the core business and establish a distribution channel for third party products through the platform.

London, GB

• Responsible for the management and delivery of changes and initiatives across Client Operations, the largest department with over 120 staff.
• Engagement across the department and managing implications for the wider business. Also provided input and direction for commercial projects, such as new products and services.

London, GB

• Responsible for 40 FTE across four regional client operations teams, each managed by a Regional Manager.
• Total value of AUM across teams was c.£4bn, serviced by ~1,000 IFAs.
• Managing teams' performance and development, resolving high-impact issues and improving process, systems and people.

London, GB

Lead a team of nine Client Service Managers, who provided investment administration for IFAs in Central London.Role comprised of: helping advisers to maximise the value of the service; ensuring teams reached internal benchmarks for service; ensuring work undertaken was in line with relevant regulations; developing people and their performance.

London, GB

122 Leadenhall Street, London, GB

• Working in the Client Services Contact Centre taking calls from advisers, answering queries associated with collective investments, portfolio bonds and pensions.
• Personally developed an internal information system for the contact centre using HTML and Java Script.

Gogarburn, GB

Based within the in‐house debt recovery agency, dealing with NatWest and RBS credit cards.