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. Established in 2000, we have over £34.9 billion of funds under direction (as at March 2020) on behalf of over 6,000 advisers and 187,000 investor clients. Our service includes an online platform ... 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

  • Helpful (1)

    "Great company to work for!"

    Current Employee - Compliane Monitoring Manager
    Current Employee - Compliane Monitoring Manager
    Approves of CEO

    I have been working at Transact full-time


    Very positive, supportive and overall professional culture. Excellent work life balance. Accessible and helpful senior management and executives.


    My experience has been a positive one.

See All 55 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





    Client Services Manager Interview

    Anonymous Interview Candidate
    No Offer
    Positive Experience
    Difficult Interview


    I applied through a recruiter. The process took 4+ weeks. I interviewed at Transact in September 2020.


    Was quick and professional, very nice and welcoming process and atmosphere giving from the interviewers at Transact. They were polite, understanding and talkative. Whilst I wasn't successful this time, they urged me to apply again some time in the future.

    Interview Questions

See All 13 Interviews

Company Updates

  • Transact are now officially a FTSE 250 listed company!;

    Transact in, Woodford out as FTSE 250 reshuffles

    Transact platform owner Integrafin has been promoted to the FTSE 250 while Neil Woodford's Patient Capital Trust has been dropped from the index. Since floating Integrafin's share price has enjoyed a steep rise. The platform owner floated at 196p, but today its shares hit 360p, an increase of 84%.

  • It's been a great first start to the year for Transact with our funds under direction increasing to £29.8bn!

    Transact chief bullish as assets tick up - Money Marketing

    Transact saw funds under direction marginally increase to £29.8bn in the second quarter of 2018, according to a stock exchange announcement from parent IntegraFin Holdings. IntegraFin listed on the London Stock Exchange in March with a £650m valuation. In a Q2 update today, the company says funds under direction at the close of the three-month ...

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Transact Awards & Accolades

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