Job Description

If you are interested in working at Transact but cannot see a suitable vacancy advertised, please submit your details below. We will then reach out if we have any roles that match your skillset.

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,500 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.

A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well-being and a culture of belonging.

Equal Opportunities

We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.