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 have over 173,000 client investment portfolios ( as at 31st March 2019) and £34.4 billion of funds under direction (as at 31st March 2019). Transact's ... 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
34 Ratings
  • "Good opportunities for personal growth in Client Operations"

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

    I have been working at Transact full-time (More than a year)


    - Good career opportunities in promotions and secondments to other departments.
     - Very good, in-house systems which are constantly updated to adapt to the changing business.
     - A very friendly working environment
     - Good training for somebody relatively new to pensions, bonds etc, and supportive peers for continuous learning.
     - Lots of opportunities to become a Subject Matter Expert, specialising in an area of the business.
     - Senior managers are easily approachable, both within Client Operations and at board level.
     - Good pension, bonus scheme and share incentive plan


    No major ones that I can think of

See All 45 Reviews

Transact Photos

Transact photo of: This week we are raising money for Mind, our chosen charity for Mental Health Awareness Week.
Transact photo of: A surprise Easter egg delivery to the Transact office today! Wishing everyone a lovely Easter bank holiday weekend. Happy Easter!
Transact photo of: Pleased and thankful as Transact group parent company, IntegraFin Holdings plc, wins the PLC Awards New Company of the Year Award 2018. Thanks to all involved!
Transact photo of: Thrilled to win Best Platform for Advisers (AUA over £20bn) at the Professional Adviser Awards last week!
Transact photo of: One example from a manager within our Sales department of how Transact continues to provide excellent customer service to our clients and advisers!
Transact photo of: A huge thanks to all of our bakers who took part in the Macmillan Coffee Morning. £1000 raised for a great cause!
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Transact Interviews



Getting an Interview

Getting an Interview




  1. Helpful (1)  

    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 12 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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