Working at Transact | Glassdoor

Transact Overview

London, England (UK)
201 to 500 employees
2000
Company - Public
Investment Banking & Asset Management
Unknown / Non-Applicable
Unknown
In simple terms Transact is a smarter, more effective and efficient way to consolidate and manage clients’ investment portfolios and financial plans online.

Transact is known by financial experts and advisers as a ‘wrap ... Read more

Mission: Our key focus is to help our users to run profitable, modern, highly efficient and compliant businesses more easily – whilst ensuring that advisers are able to provide what is arguably the best possible service to their investor clients.

Transact Reviews

  • "Finance"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at Transact full-time

    Pros

    Great company to learn industry

    Cons

    No canteen, few company socials

See All 46 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

Experience

Experience
67%
8%
25%

Getting an Interview

Getting an Interview
80%
10%
10%

Difficulty

3.1
Average

Difficulty

Hard
Average
Easy
  1. Helpful (1)  

    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 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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