Working at Transact |

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Transact Overview

London, England
201 to 500 employees
Company - Private
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 £28 billion pounds of assets under administration in over 145,000 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

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 34 Reviews

Transact Photos

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!
Transact photo of: A big welcome to our May starters. Here they are enjoying a breakfast seminar with our Head of Client Service.
Transact photo of: Transact's Head of Sales accepting the Professional Adviser Award for Best UK Platform.
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Transact Interviews



Getting an Interview

Getting an Interview





    Accepted Offer
    Positive Experience
    Average Interview


    I applied through a staffing agency. I interviewed at Transact.


    Initial phone interview which was about 20 minutes with HR which is relaxed just general interview questions and some company knowledge.
    Shortly after this was two online tests reading and maths. Surprisingly harder than you would think.
    Once these had been passed there is an assessment day with a few tasks and a further interview with HR and a Regional Manager.
    In the end a really good experience.

    Interview Questions

See All 7 Interviews

Company Updates

  • Transact enhances adviser support even further with new co-browse service allowing real-time screen sharing.

    —30+ days ago
    Transact rolls out live tech support for advisers

    Transact has enhanced its proposition by rolling out a co-browsing service, which will allow its sales support staff to see exactly what the adviser sees on-screen. According to Jonathan Gunby, chief development officer for Transact, the technology will mean sales teams can combine real-time screen display with a phone call.

  • Find out more about Transact and what we do by visiting our website at If you are interested in learning more about the current job opportunities available, follow the link below and apply directly via our careers page.

    —30+ days ago
    | Jobs | Search here for your perfect career

    You can search for opportunities at a specific location or by job type, or you can simply click 'search'and browse through all of our current opportunities.

See AllSee All

Transact Awards & Accolades

  • Professional Adviser Award for Best UK Platform over £15bn, Professional Adviser Awards, 2017
  • Best Platform, Money Marketing, 2017
See More

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