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Transact
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    Transact Overview

    www.transact-online.co.uk/careers/about-us
    London, England
    201 to 500 employees
    2000
    Company - Public
    Investment Banking & Asset Management
    Unknown / Non-Applicable
    Unknown
    Transact is the leading independent investment wrap platform in the UK. First established in 2000 we have over 159,000 client investment portfolios (31st March 2018) and £31.9 billion of funds under direction (31st June 2018).

    Our service includes ... 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

    4.0
    StarStarStarStarStar
    Rating TrendsRating Trends
    Recommend to a friend
    Approve of CEO
    Transact CEO Ian Taylor
    Ian Taylor
    27 Ratings

    • "CSM"

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

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

      Pros

      - Friendly people
      - Cash bonus
      - Good opportunities for growth

      Cons

      - A bit corporate, but all medium-sized companies are

    See All 39 Reviews

    Transact Photos

    Transact photo of: We had a great time enjoying the sun at our 2018 Transact Summer party
    Transact photo of: Some of our Sales and Marketing teams had a fantastic evening at the Money Marketing Awards 2018
    Transact photo of: We love eating lunch on our terrace in the sunshine!
    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!
    See All PhotosSee All

    Transact Interviews

    Experience

    Experience
    64%
    9%
    27%

    Getting an Interview

    Getting an Interview
    78%
    11%
    11%

    Difficulty

    3.1
    Average

    Difficulty

    Hard
    Average
    Easy

    1. Helpful (1)  

      Client Service Manager Interview

      Anonymous Employee
      Accepted Offer
      Positive Experience
      Average Interview

      Application

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

      Interview

      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 11 Interviews

    Transact Awards & Accolades

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

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