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We are now recruiting for an exciting opportunity to join our Sales Support team on a permanent basis as an Online Support Administrator.

About Us

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £54.9 billion of funds under direction (as of September 2023) on behalf of over 7,600 advisers and 230,000 investor clients. Our service includes an online platform, owned and built by us, and dedicated regional adviser support to help bring clients' assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios. Portfolio valuations, purchases and sales are all supported via Transact Online which is available 24/7. Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index.

The Role

This role involves providing immediate Transact Online (TOL) assistance to all our clients including advisers, Discretionary Investment Managers (DIMs) and investors. You will have responsibility for administrative duties and ensuring that all queries are answered in a polite, timely and accurate manner to foster and strengthen relationships with our existing advisers and their staff.

Responsibilities include:

• Supporting advisory professionals and DIMs via our Livechat answering TOL queries.


• Provide reactive and immediate needs TOL assistance via Co-browse function, to all of our user base.


• Assisting in TOL related adviser queries received via secure email and dealing with literature requests from advisers and their staff.


• Recognising, qualifying and forwarding Co-Browse leads to both the field-based sales team and Online Support Consultants.


• Assist with the testing and release of new functionality both on our internal system and TOL, as well as assisting in the creation of ad-hoc reporting.


• Supporting new business queries from advisory professionals and to be the point of contact for our DIM users.


• To promote and increase the usage of TOL with our users and encourage to users self-serve.


• Support the business with the creation, maintenance and administration of new adviser firms, advisers, secondary users, DIMs, Networks, Appointed Representatives, Trading Styles and Remote Data Service companies.


• Creating new passwords and sending out password letters to the Transact user base.

Person Specification

The Online Support Administrator role would be ideal for a graduate or entry level administrative professional who has an understanding of the UK Financial services/Investment Industry, any familiarity with wrapper products would also be beneficial. Customer Service is at the heart of the Transact purpose so a candidate who has experience in this area is essential and any experience managing relationships with financial advisers would be desirable. A 'can do' attitude is vital for this success in this busy role as well as remaining calm under pressure.

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.

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.