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Technical Support Assistant - Pensions and Bonds - Transact

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An exciting opportunity has arisen for a junior role on the Technical team! Our Technical team provides support for financial advisers with technical queries in relation to pensions, bonds, ISAs and GIAs.  They also provide general technical support for Client Operations and to a variety of other departments across the business. We are looking for an individual who is enthusiastic about learning and comfortable working with numbers.

The Role

Providing technical assistance to members of the Technical Services Team.  This will include support relating to the operation of PAYE for Transact pension schemes, calculating gains for our onshore and offshore bond wrappers and the checking of new trust applications.

Responsibilities include:

  • Dealing with queries in relation to the client PAYE accurately and in a timely manner.
  • Assisting with other PAYE processes to ensure that client PAYE records and tax codes are maintained accurately.
  • Providing support for the calculation of chargeable gains for the onshore and offshore bond.
  • Providing support to produce chargeable event certificates for the onshore and offshore bond.
  • Checking new trust applications to make sure the documentation is correct, including details of the trust registration service.
  • Supporting colleagues by providing management information as required.
  • Providing support with other technical processes as required such as testing of internal systems and process improvement.
     

Person Specification

For this role you will need to have a minimum of a years’ experience working in Financial Services. You should have strong analytical skills and be able to demonstrate a sound knowledge of Excel. You must be able to work under pressure and meet tight deadlines. Any financial services qualifications will be beneficial as would previous experience working on PAYE/pensions, investment bonds and trusts. You should be willing and able to undertake further qualifications to expand your technical knowledge base as required.

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.

The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home. 

About Transact

Transact is the leading independent investment wrap platform in the UK. Established in 2000, we have over £54.9 billion of funds under direction (as at September 2023) on behalf of over 7,600 advisers and 230,000 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.

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.

Note: This is a job listing from a third party agency


 Additional Career Resources: 

Banking Careers Guide 2023-2024: https://www.efinancialcareers.co.uk/banking-careers-guideutm_source=EMEA_UK_ENG&utm_medium=PART_UNI_HANDSHAKE&utm_campaign=JS_STUDENT_CAREER_GUIDE_2023

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