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For Companies At a Glance
- Tasks: Join our Sales Support team to assist financial advisers and manage administrative tasks.
- Company: Transact is a leading UK investment platform, dedicated to exceptional client service.
- Benefits: Enjoy a collaborative culture, professional growth opportunities, and the chance to make an impact.
- Why this job: Kickstart your career in finance with a supportive team and diverse responsibilities.
- Qualifications: Recent A level or degree graduates are welcome; no prior experience needed.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 28800 - 43200 £ per year.
Our Sales Support team is a key part of the quality service we provide to our clients and due to growth, we are now looking for an administrator to join the team. Sales Support provides assistance to both the regionally based Transact Business Development Managers as well as our financial advisers. The team are responsible for a variety of tasks from updating financial adviser's details to coordinating networking events. They are a core part of ensuring our company continues to grow and maintain its status as the market leader.
This is a great opportunity for a recent college leaver or graduate looking for their first step into the financial services industry.
The Role
Working in this close-knit team your daily responsibilities will include:
- Administration
- Setting up new financial adviser firms, financial advisers, secondary users, Discretionary Fund Managers and Remote Data service companies onto our back office system
- Creating new passwords and sending out password letters to advisers and their clients to enable them to access their accounts
- Dealing with literature requests from advisers and their staff
- Dealing with client letters of authority in relation to clients moving between adviser firms
- Adding IFA firm logos and contact details to our back office system
- Assisting in hosting occasional adviser/sales meetings at our head office
- Keeping financial adviser's information up to date including change of address, bank details and company names
- Supporting advisers and clients with changes to their accounts such as client ownership, adviser firm mergers, no longer authorised and legal entity changes
- Assisting the Corporate Events Manager with the coordination of the Transact regional adviser events, conferences and award ceremonies
Requirements
This entry level role is the ideal opportunity for candidates to start their career in the financial services industry. You will have recently completed your A levels (or equivalent) or degree and be looking for that first or second step into a professional working environment. Previous work experience within the financial services and investments industry is advantageous but not essential.
You need to be a confident, organised individual with an excellent eye for detail. You will be positive, enthusiastic and be the type of person that will work on your own initiative in a busy administrative role.
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.
Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024).
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.
Support Specialist - Transact employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Support Specialist - Transact
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Support Specialist. Understanding the basics of how financial advisers operate and the services they provide will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums related to financial advising to build connections that could lead to job opportunities at Transact.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will show your potential employers that you can handle the busy administrative role effectively.
✨Tip Number 4
Research Transact's values and culture thoroughly. Be ready to discuss how your personal values align with theirs, as cultural fit is crucial for a collaborative environment like theirs.
We think you need these skills to ace Support Specialist - Transact
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the Support Specialist role. Emphasise any administrative experience, attention to detail, and customer service skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the financial services industry. Mention why you are interested in the role and how your background makes you a suitable candidate.
Highlight Relevant Skills: In your application, focus on skills such as organisation, communication, and initiative. Provide examples of how you've demonstrated these skills in previous roles or during your studies.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Transact
✨Understand the Role
Make sure you thoroughly read the job description and understand the responsibilities of a Support Specialist. Be prepared to discuss how your skills and experiences align with the tasks mentioned, such as administration and sales support.
✨Show Enthusiasm for Financial Services
Since this role is an entry point into the financial services industry, express your interest in the sector. Share any relevant coursework or projects from your studies that relate to finance, and demonstrate your eagerness to learn and grow within the company.
✨Highlight Your Organisational Skills
As the role requires excellent organisational abilities, be ready to provide examples of how you've successfully managed multiple tasks or projects in the past. Discuss any experience you have with administrative duties or coordinating events, even if it's from school or volunteer work.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the team dynamics, company culture, or opportunities for growth within the organisation. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
