M Engineer - Transact in London - eFinancialCareers

Job Description

We are currently recruiting an M365 Engineer, responsible for making Microsoft 365 Copilot and Power Platform safe, supportable and scalable.

Role Overview

This role will establish platform readiness, policies, environments, and BAU support patterns so delivery teams can ship solutions without creating unmanaged risk. You will work closely with the AI Product Lead to configure and maintain Power Platform environments, policies, and operational standards that support governed delivery.

Responsibilities include:

• Enable and support a phased Microsoft 365 Copilot rollout aligned to readiness, security boundaries and risk decisions.
• Implement and manage technical controls supporting safe usage, including DLP policy configuration and connector governance.
• Strengthen SharePoint / M365 configuration readiness that affects safe adoption, including permissions models and external sharing settings where owned.
• Establish monitoring, logging, and supporting processes for Copilot and automation solutions, including early life support and BAU transition.
• Provide second / third line technical support for Copilot and Power Platform issues, working with suppliers where required.
• Partner with Information Security, Cyber and Technology Risk to implement agreed controls and support audit evidence requirements.
• Produce clear operational documentation, runbooks, and administration guidance to reduce key-person dependency.
• Contribute to benefits capture by defining measurable outcomes for delivered solutions and supporting evidence collection.

Person Specification

The ideal candidate will have strong knowledge of M365 engineering and an understanding of Power Platform administration and governance concepts. You will have experience enabling and supporting new M365 capabilities with phased rollout, user impact management and operational readiness plans. You will be a confident communicator who has experience managing challenging and complex technology scenarios.

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.