Whether 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.

Working at Transact

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 inter-generational planning.

Transact delivers great service and value for money.

Find out more about how we look after clients here.

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 to do the right thing.

If you think you would be a good fit for Transact, please view our current vacanies.

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 will always have control of our technology, wrappers and service.
  • Transact will continue to lead the UK platform industry and reach £100bn FUD 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

  • Personal qualifications – A variety of professional qualifications are supported across the business. Examples include the RO1 from the CII and the IOC from the CISI. We may cover all or part of the costs of courses provided they are approved by your manager and relevant to your role.
  • Secondments – Internal developmental secondments are available to help staff understand different areas of the business and gain new skills.
  • Specialists – We support our employees in becoming ‘specialists’ in a chosen field. Each specialist can then become the main point of contact for their team for that subject.

London – a great place to work and live

Based in Bank, in the heart of London City, the Transact office is at the epicentre of London’s busiest financial district.

We are located just a short distance from the Bank of England, The Royal Exchange and The Monument as well as modern structures such as the Lloyds building and the Gherkin.

Bank’s rich heritage, commanding architecture and wide range of high-end and chain eateries and bars, make it an exciting place to work and socialise.

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.

Bank is exceptionally well connected via tube, bus and train to all boroughs of the city. So, whether you want to live right in the buzzing centre, or in leafy suburban serenity, our office in Bank gives the flexibility to be based where suits you best.

See where the Transact London office is based here.

Accredited Living Wage Employer

Transact is proud to be an accredited Living Wage Employer. This means we have committed to paying all employees the real Living Wage, the only rate calculated based on actual living costs.

Find out more about what this means:

Living Wage Foundation

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.

Here are some of our most recent awards:


You can view all our awards to date here.