Job Description

Are you passionate about digital marketing and ready to make an impact? We're looking for a Digital Marketing Executive to join our marketing team.

The Role

This role requires a passion for digital communication, strong organisational skills and a keen eye for detail. This is a broad role, with the opportunity to get involved in a variety of work across the team. As a Digital Marketing Executive, you'll play a key role in planning, creating, and delivering engaging digital campaigns across multiple platforms. You'll manage social media channels, email marketing, and CRM systems, while using analytics tools to measure success and optimise performance. You'll work on a variety of projects simultaneously, ensuring deadlines are met and quality standards are maintained.

Other responsibilities will include

Social Media Management + working with the team to plan, create and schedule engaging content across platforms (LinkedIn, Instagram, X, etc).
+ optimising use of LinkedIn across the business and improving adoption by SMEs and the Sales team.
+ Monitoring performance and engagement metrics and report insights.
Email Marketing + Build and manage email campaigns using Spotler, or similar
+ Segment audiences and personalise communications to improve open and click-through rates
Podcast + Working with internal stakeholders to support scheduling and development of the Transact Podcast.
CRM Management + Support development of the CRM system, maintaining and updating customer data and adding marketing interactions and assisting in integrating insights into marketing strategies.
Website Development + Managing Transact & CURO websites using Umbraco
Document & Asset Management + Organise and maintain marketing assets and documentation, ensuring version control and accessibility.
Form Management + Working with the Technical Writer to create and manage digital forms (currently using Scribus) and application of field data.

Person Specification

You must have some previous marketing experience in digital technology and solutions, with a genuine passion for digital marketing. You must be proficient in social media tools, email platforms and CRM systems. And be familiar with analytics tools like Google Analytics or Meta insights. You must have excellent written and verbal communication skills with minimum qualifications in either English at A Level or equivalent, or higher qualifications in Marketing or a digital related subject. Any previous financial services experience, with an understanding of relevant financial products would also be desirable.


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 Us

Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and openminded. 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.