provision of financial adviser software and personal service. Transact is a part of the IHP Group which also includes... Time4Advice. Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture...
for customers, advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings..., today we have over £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 2025). Transact...
of the Transact Podcast. CRM Management Support development of the CRM system, maintaining and updating customer data... Managing Transact & CURO websites using Umbraco Document & Asset Management Organise and maintain marketing assets...
right the first time'. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact... are financial advisers, is at the forefront of everything we do. Your responsibilities when you join Transact as a Client Service...
exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service... in the office and three days a week from home. About Us Transact is the leading independent investment wrap platform...
a week from home. About Us Transact is a leading UK investment wrap platform for financial advisers and their clients..., advisers, staff, shareholders, suppliers and the wider community. Transact's parent company, IntegraFin Holdings plc...
suggestions Omni-Channel Service: provides a frictionless customer experience by utilising technology to transact in the moment...
to transact across all screens, data types, and sales channels. As a global company, we have offices in nine countries and can...
and empowered to make decisions. We only transact business through professional UK insurance intermediaries and we take pride...
. You will be responsible for smooth and successful transition and implementation of schemes that transact with us. This role has been created...