We are currently recruiting an exciting opportunity on our direct client team. You will be responsible for managing relationships with our direct clients whilst processing their portfolio instructions within agreed timescales. You will be a Vulnerable Client Champion and will demonstrate a passion for providing market-leading customer service. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm. The Role The service we provide to our clients is at the forefront of everything we do. Your responsibilities will include: Answering calls and live chats from clients promptly, providing them with high quality service. Aiming to supply all the information needed on the first contact efficiently and accurately, in a way that is understood by the client. Being alert to fraud attempts and taking care to safeguard our client's investments and data. Identifying and registering vulnerable clients to ensure that the appropriate level of support and oversight is provided. Being aware of and sensitive to different client's needs and adapting your approach accordingly. Always look for ways in which we can improve our service, reduce errors and individual or team efficiency. Person Specification The ideal candidate will have client facing experience within financial services and will be driven by a commitment to provide excellent customer service. You should be attuned to diverse client needs and capable of adapting your approach accordingly. You will demonstrate a high degree of accuracy and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 18, 2026
Full time
We are currently recruiting an exciting opportunity on our direct client team. You will be responsible for managing relationships with our direct clients whilst processing their portfolio instructions within agreed timescales. You will be a Vulnerable Client Champion and will demonstrate a passion for providing market-leading customer service. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm. The Role The service we provide to our clients is at the forefront of everything we do. Your responsibilities will include: Answering calls and live chats from clients promptly, providing them with high quality service. Aiming to supply all the information needed on the first contact efficiently and accurately, in a way that is understood by the client. Being alert to fraud attempts and taking care to safeguard our client's investments and data. Identifying and registering vulnerable clients to ensure that the appropriate level of support and oversight is provided. Being aware of and sensitive to different client's needs and adapting your approach accordingly. Always look for ways in which we can improve our service, reduce errors and individual or team efficiency. Person Specification The ideal candidate will have client facing experience within financial services and will be driven by a commitment to provide excellent customer service. You should be attuned to diverse client needs and capable of adapting your approach accordingly. You will demonstrate a high degree of accuracy and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm. About the role The service we provide to our customers, who are financial advisers, is at the forefront of everything we do. Your responsibilities when you join Transact as a Client Service Manager will include: • Developing and maintaining relationships with Financial Advisers through understanding their requirements. • Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform. • Handling all queries received by phone, email or letter. • Processing requests to agreed service levels. • Prioritising and managing your own workload throughout the day. • Quality checking your own work and the work of your colleagues. This role is ideal for someone who takes pride in their work and who has a real passion for financial services and providing a high quality service. You will have strong communication skills and previous experience within a corporate customer service role from within the financial services industry. You will also be able to demonstrate a high degree of accuracy, have a meticulous nature and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well-being and a culture of belonging. Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, we have over £77.2 billion of funds under direction on behalf of 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 18, 2026
Full time
Our Client Service Managers are the engine of our business. They are responsible for managing relationships with independent financial advisers whilst processing portfolio instructions within agreed timescales. This role is perfect for someone who thrives in a fast-paced environment, has experience in corporate customer service and takes pride in 'getting things right the first time'. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm. About the role The service we provide to our customers, who are financial advisers, is at the forefront of everything we do. Your responsibilities when you join Transact as a Client Service Manager will include: • Developing and maintaining relationships with Financial Advisers through understanding their requirements. • Providing support to Financial Advisers and their staff in order to develop their understanding of the Transact platform. • Handling all queries received by phone, email or letter. • Processing requests to agreed service levels. • Prioritising and managing your own workload throughout the day. • Quality checking your own work and the work of your colleagues. This role is ideal for someone who takes pride in their work and who has a real passion for financial services and providing a high quality service. You will have strong communication skills and previous experience within a corporate customer service role from within the financial services industry. You will also be able to demonstrate a high degree of accuracy, have a meticulous nature and close attention to detail, along with an understanding of some of the key financial products and wrappers that we work with. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. A hybrid working model operates across the Group (2 days a week minimum in the London office) with a focus on ensuring work/life balance and fostering employee well-being and a culture of belonging. Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, we have over £77.2 billion of funds under direction on behalf of 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
We are recruiting an exciting opportunity for an Accountant to join our Finance team, covering a 12-month period of maternity leave. The Role The role will support the Finance team in the accurate and timely reporting of Corporate financial information. This is through monthly management accounts, the annual statutory reporting process for the Group and its subsidiaries (including 2 insurance companies), quarterly profit verification of regulated subsidiaries, and the submission of regulatory reporting. Responsibilities include: Timely monthly management accounts preparation and distribution to the Board: Producing and reviewing monthly management accounts for the Group. Preparing accruals and prepayments. Performing variance analysis, and investigating and explaining any deviances from expected results. Producing a concise and clear commentary on results for the Board. Interim and Annual Statutory Accounts: Preparation of Group and subsidiary financial information for interim and final audit. Assisting with the production of statutory year end reporting, including consolidation of Group accounts, preparation of disclosure notes, and proof checking documents for accuracy. Liaising with third parties such as auditors and actuaries. Quarterly profit verification process: Providing reporting schedules for quarterly profit verification reviews for regulated subsidiaries. Regulatory Reporting: Preparation of quarterly and annual regulatory returns (Solvency II QRTs and IFPR returns). Accounting software - improved use of system functionality: Identifying and implementing improvements and efficiencies based on unutilised functionality available within our current systems and processes. Person Specification The ideal candidate will be a fully qualified accountant with knowledge of the financial services industry. You will be confident using Microsoft Dynamics general ledger systems, Excel and PowerBI and enthusiastic about using technology to drive continuous improvement in the team. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
Mar 18, 2026
Full time
We are recruiting an exciting opportunity for an Accountant to join our Finance team, covering a 12-month period of maternity leave. The Role The role will support the Finance team in the accurate and timely reporting of Corporate financial information. This is through monthly management accounts, the annual statutory reporting process for the Group and its subsidiaries (including 2 insurance companies), quarterly profit verification of regulated subsidiaries, and the submission of regulatory reporting. Responsibilities include: Timely monthly management accounts preparation and distribution to the Board: Producing and reviewing monthly management accounts for the Group. Preparing accruals and prepayments. Performing variance analysis, and investigating and explaining any deviances from expected results. Producing a concise and clear commentary on results for the Board. Interim and Annual Statutory Accounts: Preparation of Group and subsidiary financial information for interim and final audit. Assisting with the production of statutory year end reporting, including consolidation of Group accounts, preparation of disclosure notes, and proof checking documents for accuracy. Liaising with third parties such as auditors and actuaries. Quarterly profit verification process: Providing reporting schedules for quarterly profit verification reviews for regulated subsidiaries. Regulatory Reporting: Preparation of quarterly and annual regulatory returns (Solvency II QRTs and IFPR returns). Accounting software - improved use of system functionality: Identifying and implementing improvements and efficiencies based on unutilised functionality available within our current systems and processes. Person Specification The ideal candidate will be a fully qualified accountant with knowledge of the financial services industry. You will be confident using Microsoft Dynamics general ledger systems, Excel and PowerBI and enthusiastic about using technology to drive continuous improvement in the team. We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications. The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status. As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide. Our purpose : We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting. Our strategy : We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service. Our values : We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Equal Opportunities We provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.
