Document Management Administrator (Entry Level)

Vacancy reference: LON-DMX-00343

Location: London

Employment type: Permanent

Department: Document Management

Are you a recent college leaver?  Looking for your first role in Financial Services?

We are an award winning wrap platform based in the heart of the City of London, 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 so 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.

As a Document Management Administrator you will be an integral part of the Client Operations department meaning you will gain invaluable insight in to the core functionality of our business.  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, then forwarded to the correct department in the time-scales agreed.
  • Managing all outgoing post by ensuring that documents are sent in the manner requested, in the agreed time-scale and that adequate records are kept.
  • Developing internal relationships with key departments to ensure that work flows to relevant areas effectively and efficiently.
  • Manage external relationships with various key providers.

To start your career in the financial services industry as part of the Transact team we simply ask for enthusiasm, a real customer focus and a passion for the investments and finance industry. If you can demonstrate a willingness to learn and want to be a contributor to our success we would love to meet you to discuss this opportunity further.

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 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 including the Investment Operations Certificate (IOC).

About Us:

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £39 billion of funds under direction (as at December 2019) on behalf of over 5,900 advisers and 179,000 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.

We have been rated the number one investment platform in independent surveys conducted by CoreData and Investment Trends for the last ten consecutive years (2010-2019), once again topping major categories including Overall Satisfaction, Investment Capabilities and Adviser Support Services in the 2019 Investment Trends survey. We are proud to have been voted Platform of the Decade at the 2016 UK Platform Awards, and in 2017 we won eight awards including FT Adviser’s 5 Star Investment and Investment Innovation award. In 2018 our awards included Platforum's Best Adviser Platform over £10bn, as well as Professional Paraplanner's Best Platform and Best Overall Service - Existing Business awards. In 2019 we were awarded Professional Adviser's Best Platform for Advisers (AUA over £20bn), Professional Paraplanner's Best Platform award as well as FT Adviser’s 5 Star Investment Provider award. So far in 2020 we have been awarded a Platinum Platform Rating by Adviser Asset (which we also received in 2019 and 2018).

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.


The closing date for this vacancy has now passed.