Operational Performance Manager

Reporting to the Head of Operational Performance, we are now recruiting for an Operational Performance Manager.

The Role

The key responsibilities of this role are:

• to ensure that all FCA required Consumer Duty reports, assessments and reviews are completed to a high-standard and in a timely manner.
• to create, maintain and review all other documents relating to the internal governance of the Duty, such as the creation and collation of quarterly MI and updating of Forum Terms of References and documents detailing the Consumer Duty Framework.

An additional responsibility of the role is to support the embedding of ownership for processes, policies, risks, and controls across the first line. This aligns closely with our strategic objectives and is intended to strengthen accountability within departments, ensuring consistent application and maintenance of governance standards.

Your day to day responsibilities will include:

• Providing written and verbal reports on Consumer Duty and Customer Outcomes to senior management.
• Producing the Consumer Duty Principle 12 Report in accordance with PRIN 2A.8.4 and PRIN 2A.
• Undertaking the Price and Value Assessment in accordance with the Consumer Duty Price and Value Assessment rules.
• Undertaking product reviews for all Transact wrappers in accordance with PRIN 2A.3.7.
• Reviewing and maintaining the Consumer Duty and Conduct Risk Framework document.
• Creating the Consumer Duty and Conduct Risk Forum and Board Pack, ensuring relevant MI is provided by business areas.
• Working with the Training team to produce the annual Consumer Duty training as well as other Consumer Duty training materials as required.
• Developing a framework and driving the embedding of ownership for policies, processes, risks, and controls across the business.
• Manage the end-to-end policy review cycle and develop workflows to enable self-service for Policy Owners, reviewers, and approvers.
• Support the detailed review and mapping of key processes linked to Important Business Services.
• Ensure all core processes are centrally stored and supported by robust business evidence.

You will be an experienced Financial Services professional with a detailed understanding of the FCA's Consumer Duty rules. You must have excellent written communication skills with previous experience of producing high quality Consumer Duty reports for Board level and regulatory audiences. We are seeking an individual with strong intellect and analytical ability, who brings exceptional planning and organisational skills and can consistently deliver high-quality work under pressure to tight deadlines. The ideal candidate will demonstrate excellent interpersonal and communication skills, both verbal and written, and will be conscientious with outstanding attention to detail. You should be able to adopt a methodical and logical approach to your work, be goal-oriented, and capable of developing practical and commercially sound solutions independently. Equally important, you will be highly collaborative and an effective team player with excellent stakeholder management skills at all levels including being comfortable engaging with Board level members.

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 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 £77.2 billion of funds under direction on behalf of over 249,000 investor clients (as at December 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.