At a Glance
- Tasks: Support Microsoft 365 Copilot and Power Platform, ensuring safe and scalable solutions.
- Company: Join Transact, a leading UK investment platform with a collaborative culture.
- Benefits: Enjoy competitive salary, inclusive environment, and opportunities for professional growth.
- Other info: Dynamic workplace focused on innovation and client satisfaction.
- Why this job: Make a real impact in tech while helping clients manage their financial portfolios.
- Qualifications: Strong M365 engineering knowledge and experience in Power Platform administration.
The predicted salary is between 55000 - 65000 € per year.
We are currently recruiting an M365 Engineer, responsible for making Microsoft 365 Copilot and Power Platform safe, supportable and scalable.
Role Overview
This role will establish platform readiness, policies, environments, and BAU support patterns so delivery teams can ship solutions without creating unmanaged risk. You will work closely with the AI Product Lead to configure and maintain Power Platform environments, policies, and operational standards that support governed delivery.
Responsibilities include:
- Enable and support a phased Microsoft 365 Copilot rollout aligned to readiness, security boundaries and risk decisions.
- Implement and manage technical controls supporting safe usage, including DLP policy configuration and connector governance.
- Strengthen SharePoint / M365 configuration readiness that affects safe adoption, including permissions models and external sharing settings where owned.
- Establish monitoring, logging, and supporting processes for Copilot and automation solutions, including early life support and BAU transition.
- Provide second / third line technical support for Copilot and Power Platform issues, working with suppliers where required.
- Partner with Information Security, Cyber and Technology Risk to implement agreed controls and support audit evidence requirements.
- Produce clear operational documentation, runbooks, and administration guidance to reduce key-person dependency.
- Contribute to benefits capture by defining measurable outcomes for delivered solutions and supporting evidence collection.
Person Specification
The ideal candidate will have strong knowledge of M365 engineering and an understanding of Power Platform administration and governance concepts. You will have experience enabling and supporting new M365 capabilities with phased rollout, user impact management and operational readiness plans. You will be a confident communicator who has experience managing challenging and complex technology scenarios.
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 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 families and their advisers 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.
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.
M365 Engineer - Transact in London employer: Transact
Transact is an exceptional employer, offering a collaborative and inclusive work culture that prioritises employee growth and development. As a leading UK investment wrap platform, we empower our M365 Engineers to innovate and enhance our services while ensuring a supportive environment that values diverse perspectives. With a commitment to excellence and a focus on client satisfaction, employees can thrive in their roles and contribute to meaningful outcomes for our clients and the wider community.
StudySmarter Expert Advice🤫
We think this is how you could land M365 Engineer - Transact in London
✨Tip Number 1
Network like a pro! Reach out to folks in your industry, especially those already working at Transact. A friendly chat can open doors and give you insider info on the role.
✨Tip Number 2
Prepare for the interview by diving deep into M365 and Power Platform. Brush up on your technical knowledge and be ready to discuss how you can make Copilot safe and scalable.
✨Tip Number 3
Show off your problem-solving skills! Be ready to share examples of how you've tackled complex tech scenarios in the past. We love candidates who can think on their feet.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our awesome team at Transact.
We think you need these skills to ace M365 Engineer - Transact in London
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience with M365 engineering and Power Platform. We want to see how your skills align with the role, so don’t hold back on showcasing relevant projects!
Showcase Your Communication Skills:As a confident communicator, it’s important to demonstrate this in your written application. Use clear and concise language, and make sure to explain complex technology scenarios in a way that’s easy to understand. We love clarity!
Highlight Your Problem-Solving Abilities:We’re looking for someone who can manage challenging tech scenarios. Share examples of how you’ve tackled issues in the past, especially those related to M365 or Power Platform. This will show us you’re ready for the challenges ahead!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Transact
✨Know Your M365 Stuff
Make sure you brush up on your knowledge of Microsoft 365 and Power Platform. Understand the key features, especially around security and governance, as you'll need to demonstrate how you can implement and manage these effectively.
✨Showcase Your Problem-Solving Skills
Be ready to discuss specific examples where you've tackled complex technology scenarios. Highlight your experience in managing phased rollouts and user impact management, as this will show you're capable of handling the challenges of the role.
✨Communicate Clearly
As a confident communicator, practice explaining technical concepts in simple terms. This is crucial when discussing operational documentation and runbooks, as you'll need to ensure everyone understands the processes involved.
✨Align with Company Values
Familiarise yourself with Transact's values and culture. Be prepared to discuss how you can contribute to their customer-centric approach and how your work can help make financial planning easier for advisers and clients alike.
