Job Description
Are you a confident communicator with a passion for delivering exceptional service? If so, Transact is looking for a proactive and personable Receptionist to be the first point of contact for our clients, financial advisers, and visitors - both over the phone and in person.
About the Role
As a key member of our front-of-house team, you will operate our central switchboard, efficiently triaging and directing incoming calls to the appropriate internal teams. You'll also provide a warm and professional welcome to all visitors, ensuring a seamless and positive experience from the moment they arrive.
While there is flexibility to work from home, the successful candidate must be willing and able to attend our London office up to five days per week, depending on business needs.
Key responsibilities:
Switchboard Operation
* Answer and direct incoming calls promptly and professionally.
* Triage queries and transfer calls to the appropriate departments.
* Manage high call volumes while maintaining a calm and courteous manner.
* Provide basic information to callers as required.
Visitor Services
* Greet and welcome visitors, ensuring a professional first impression.
* Liaise with internal staff and building security to coordinate visitor access.
* Maintain a tidy and organised reception area.
* Adhere to visitor management and security procedures.
Administrative Support
* Provide general administrative assistance to support daily operations.
* Assist with hosting and coordinating visitor meetings.
What We're Looking For
Education & Skills
* A-C GCSEs in English and Maths or equivalent (essential)
* Proficiency in Microsoft Office (Word, Outlook, Excel)
Experience
* Minimum 1 year in a switchboard or relevant role (essential)
* Experience operating a telephone system
* Experience in financial services or a corporate environment
Attributes
* Positive, 'can-do' attitude
* Friendly and approachable with excellent interpersonal skills
* Team player with strong multitasking abilities
* Reliable, punctual, and professional
We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.
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, like Mrs Miggins, 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 the Miggins family and their adviser 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 £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025).
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.