Document Management Administrator - 8 month FTC

We are an award winning wrap platform, looking for entry level candidates wanting to kick start their career in the financial services industry.

At Transact, you can expect to be invested in. We want you to be the best you can be and we provide you with the learning and development to achieve this. As a Document Management Administrator you will have the opportunity to learn our business from the inside out - learning about our culture, values and how we provide the award winning customer service we are well known for. This role is initially an 8 month fixed term contract with the possibility to then become permanently employed.

As a Document Management Administrator you will be an integral part of the Client Operations department. Within this role you will be exposed to each department in the business, building important relationships internally.

Working as part of a team your main tasks will be:

Document Management

• Managing all incoming post by ensuring that documents received are converted electronically using our in house system and forwarded to the correct department.


• Managing all outgoing post by ensuring that documents are sent in the manner requested and that adequate records are kept.


• Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently.


• Accurate and efficient completion of transfer out related paperwork.


Please note this role will be predominately based in our London office but there will be opportunity to work remotely up to twice a week, dependent on business resource requirements.

To start your career in the financial services industry as part of the Transact team we are looking for individuals with enthusiasm, a real customer focus and a passion for the investments and finance industry.

Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English.

In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications.

About Us

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,000 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.

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.

Previous experience working in the financial services industry is not essential but we are looking for candidates with a genuine interest in starting a career in this sector. You must have a minimum of 6 GCSE's to be considered, with a minimum grade C/4 or above in Maths and English.

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £61 billion of funds under direction (as at March 2024) on behalf of over 7,800 advisers and 231,000 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.

In return for your hard work we offer a comprehensive training and induction process, great company culture, a competitive base salary, discretionary company bonus scheme, 25 days annual leave, season ticket loan, BUPA health insurance and sponsorship of key professional qualifications.