Working at Transact |

Transact Overview

London, England
201 to 500 employees
Company - Public
Investment Banking & Asset Management
Unknown / Non-Applicable
Transact is the leading independent investment wrap platform in the UK. First established in 2000 we now have £29.8 billion of funds under direction in over 154,000 client investment portfolios (as at 31st December 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

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

    • 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
    Positive Outlook
    Approves of CEO

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


    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


    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 36 Reviews

Transact Photos

Transact photo of: A snippet from our brand new Investor Brochure. It is great to receive such positive feedback from our clients and we would like to thank everyone for their continued support.
Transact photo of: A big welcome to our May new starters who are now 6 weeks into their training programme with Mark, one of our Operational Trainers
Transact photo of: We've all got World Cup fever here at Transact! Who are you backing for 2018?
Transact photo of: Summer party countdown is on! An exciting delivery to our desks from the Social Committee team at Transact!
Transact photo of: Just some of our award displays in the office reception area. Recent additions include "Best Platform" and "Best Overall Service - Existing Business" from the Professional Paraplanner Awards 2018.
Transact photo of: A great, motivational talk from our CEO, Ian Taylor, highlighting our impressive half year results. In his own words, "keep doing what we're doing and don't muck up!"
See All PhotosSee All

Transact Interviews



Getting an Interview

Getting an Interview





    Accepted Offer
    Positive Experience
    Average Interview


    Good communication throughout the process. Telephone interviewed, followed by online tests, followed by face to face interview and some practical tests.
    You were made to feel comfortable throughout the whole process.

    Interview Questions

See All 10 Interviews

Transact Awards & Accolades

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