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Transact Overview

London, England
201 to 500 employees
2000
Company - Private
Investment Banking & Asset Management
Unknown / Non-Applicable
Unknown
Transact is the leading independent investment wrap platform in the UK. First established in 2000, we now have £30 billion pounds of assets under administration in over 155,000 client investment portfolios (Sept 2017).

The wrap service uses an ... Read more

Mission: We have an informal and collaborative working environment. We encourage clear thinking, imagination and maturity. Attitude and intellect count for at least as much as experience. We want you to use your initiative to help us to continually improve.

We ... Read more

Transact Reviews

4.2
StarStarStarStarStar
Rating TrendsRating Trends
Recommend to a friend
Approve of CEO
Transact CEO Ian Taylor
Ian Taylor
25 Ratings
  • "Welcoming and engaging"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in London, England
    Current Employee - Anonymous Employee in London, England
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at Transact full-time (More than 3 years)

    Pros

    Strong support in terms of personal and professional development
    Company functions such as summer and tax year end gatherings
    Secondments and further learning are encouraged
    The open and honest feedback environment
    Committed to changing whatever necessary (internal and external) to provide the best service
    Cares about its employees and offers a variety of discounts and benefits
    Rewards hard work and ambition

    Cons

    Top level can be slightly disillusioned with the COPS employees
    Bonus is one size fits all rather than performance based

    Advice to Management

    More face to face meeting opportunities with COPS and advisers may make the company more appealing with a personal service

See All 35 Reviews

Transact Photos

Transact photo of: Last week we had a great evening at the Professional Adviser awards where Transact won the award for the Best Platform above £15bn!
Transact photo of: Last week we had a great evening at the Professional Adviser awards where Transact won the award for the Best Platform above £15bn!
Transact photo of: Transacts spooky Halloween Quiz night on Friday was a great success!
Transact photo of: Our new starters on dress down Friday.
Transact photo of: Summer is here to stay at Transacts beach party!
Transact photo of: All ready for our Transact Summer Beach Party 2017!
See All PhotosSee All

Transact Interviews

Experience

Experience
67%
11%
22%

Getting an Interview

Getting an Interview
76%
12%
12%

Difficulty

3.1
Average

Difficulty

Hard
Average
Easy
  1.  

    Client Services Manager Interview

    Anonymous Employee in London, England
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a week. I interviewed at Transact (London, England) in December 2017.

    Interview

    I applied directly through the Transact website and was contacted for a telephone interview after a few days. We discussed previous jobs, university, why transact? and about myself; This lasted about 20 minutes.
    I was then invited to complete the online tests that were fairly easy. I was contacted the day after where I was invited to a face-to-face interview, which was comprised of an in-tray exercise (where you had to rate the importance of certain tasks and explain why), a mock telephone call with a financial advisor and general interview questions.

    Interview Questions

    • Describe what you know about wrap platforms and explain your understanding of the industry?   Answer Question
    • What do you expect to be doing in your role at Transact and where do you see yourself in the future?   Answer Question
    • Why you would be an asset to the company?   Answer Question
    • What was your role with your previous employer?   Answer Question
See All 9 Interviews

Transact Awards & Accolades

  • 5 Star Rating(Platform Service), Defaqto, 2015
  • Online Service Award(5 Star Investment Provider), Financial Times, 2015
See More

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