Working at Transact
Technology is nothing without great people.
Our company is made up of a diverse group of people, with expansive knowledge of the industry. We hire from a wide range of backgrounds, both from within and outside of financial services, gathering varied experience to improve and challenge our existing processes and methods.
Testimonials
500+ employees
Offices in London, Isle of Man and Melbourne, Australia
Regionally based UK sales team
Culture and benefits
Whether you're looking for your first job or taking the next step in your career, Transact offers a supportive and challenging environment to help you to realise your potential and career ambitions.
Our culture is collaborative, inclusive and open-minded. We look for talent across a wide range of experiences, industries and backgrounds to continually challenge the way we do things.
Find out more about working at Transact from our staff in their own words.
Our Purpose
The Miggins family
A term you will often hear used at Transact is the Miggins family; this represents the clients who use Transact guided by a financial adviser. We also cater for entity clients such as corporates and trusts.
Transact enables clients and their adviser to hold their investments on a single platform across a range of tax wrappers. We provide custody, tax wrapping, trading and reporting, and facilitate intergenerational planning.
Find out more about how we look after clients.
Our Values
Doing the right thing
We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Doing the right thing for our staff drives superior adviser service, shareholder returns and great outcomes for the Miggins family.
We focus on getting things right first time. When things go wrong our priority is to listen, learn, improve and do the right thing.
If you think you would be a good fit for Transact, please view our current vacancies.
Our Strategy
Making financial planning easier
Financial planning is easier for advisers and the Miggins family with Transact.
We deliver great service.
Our platform helps advisers grow revenues and reduce risk and cost in their business.
We aim to always have control of our technology, wrappers and services.
Transact aims to continue to lead the UK platform industry and reach £100 billion funds under direction during this decade.
Our benefits
Pay and rewards
Competitive salary
Generous non-contributory pension scheme
Salary sacrifice pension scheme
Discretionary annual cash bonus
Discretionary annual equity bonus
Attractive staff share scheme
Hybrid working and holidays
Annual leave of 25 days plus bank holidays
Option to buy and sell annual leave
Flexible working policy
Maternity, paternity, adoption and shared parental pay
Health and wellbeing
Life cover
Optional private medical insurance
Employee Assistance Programme
Funded eye examinations
Continued professional development
We support a variety of professional qualifications where relevant to your role
Internal secondments are available to upskill in different business areas
Employees can become "specialists" in a chosen field, who can act as the main point of contact for their team for that subject
London – a great place to work and live
Located in the heart of London’s financial district, Transact’s office sits at the centre of one of the City’s most iconic and well-connected areas.
Surrounded by a blend of historic landmarks and modern architecture – including the Museum of London, One New Change and Paternoster Square – St Paul’s offers a dynamic environment for both work and leisure. The area is home to a wide variety of restaurants, cafés and bars, from stylish rooftop spots to cosy lunch venues. In addition, our rooftop terrace provides stunning views of St Paul’s Cathedral, offering a unique space to relax, connect, or celebrate with colleagues.
Transact’s annual summer and Christmas events and more casual staff get-togethers throughout the year try to explore the range of diverse and interesting venues that the city has to offer.
With excellent transport links via St Paul’s, Bank and Mansion House tube stations and various bus and train routes, commuting is simple whether you live in central London or prefer the peace of the suburbs. Our location gives you the flexibility to choose the lifestyle that suits you best – while staying close to the energy and opportunity of the City.
See where the Transact London office is based:
Women in Finance
We are committed to building an inclusive and diverse workforce. We believe that it will lead to better outcomes for our stakeholders and will contribute to ongoing success.
We signed up to the Women in Finance Charter and as part of our commitment to improving gender diversity we pledged to increase the number of women on our senior management team. Our current senior management team has a 38% female representation. Our target is to increase this representation to 45% by 2027.
Our awards
We’re proud of the many awards we have won over the years. Our continued success is as a result of the constant hard work of the whole Transact team. We want our staff to share in our successes, and so they have the opportunity to attend the black tie awards dinners which usually accompany these awards in exciting venues across London.
Staff can nominate a colleague who they feel deserves special recognition for their work, to be in with a chance to attend these events.
View some pictures from past awards events on our Instagram page.
Frequently asked questions
Transact is a leading independent investment wrap platform in the UK. 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.
Transact’s parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.
The culture at Transact is open, friendly and collaborative. At the heart of our values is doing the right thing and getting things right first time for our clients and financial advisers.
As a business, we place a strong emphasis on listening to employees and everyone is encouraged to raise ideas for change.
To find out more about what working at Transact is really like please read our employee testimonials and follow us on LinkedIn, Glassdoor and Instagram.
The number of interviews you may attend or assessments you undertake varies dependent on the role, but the recruitment team will always clearly communicate the process that will be followed and what the expectations are at each stage.
We endeavour to review applications as soon as possible. If you have not received a response from a member of our recruitment team within two weeks of your application, please reach out to careers@integrafin.co.uk.
The best way to prepare for an interview at Transact is to research not only what we do but who we are as an organisation. As well as our website, our Investor Brochure will provide some additional key information.
We also recommend that you familiarise yourself with the role you are interviewing for by reading through the job description and any other interview materials provided. We want to make sure that joining Transact is the right decision for you, so all we ask is that you take the time to do your research, prepare some questions, be honest and be yourself.
As a regulated business we conduct thorough referencing for all successful candidates. This involves confirming, as a minimum, your highest level of education, relevant professional qualifications and six years of employment history as well as criminal and credit checks. This may vary depending on whether the role is subject to enhanced regulatory requirements. If you have any concerns relating to referencing, please raise this with a member of the recruitment team.
Recruitment agencies
Recruitment agencies please note we have a Preferred Supplier List (PSL) in place. If you are interested in providing recruitment services to Transact then you can email us on careers@integrafin.co.uk and we will respond if we wish to proceed. The PSL is controlled by the recruitment team which must always be an agency’s first contact point. Any CV submitted by a non-authorised supplier will be deemed the property of Transact and we reserve the right to engage directly with such candidates; no fee will be payable if the candidate is successfully employed.