- Deliver high-quality company secretarial compliance services to a reduced personal portfolio of approximately 100 UK entities, operating with minimal supervision, while balancing line management and broader team management responsibilities.
- Prepare accurate company secretarial documentation (e.g., resolutions) per the requirements of the Companies Act 2006, statutory obligations and governance requirements, and provide insightful, clear, value-added responses to client queries.
- Ensure client requirements are clearly understood and addressed appropriately and proactively, maintaining regular communication on progress and associated costs.
- Build strong client relationships, identifying opportunities to enhance service delivery and support long-term client retention.
- Ensure client files comply with current anti-money laundering regulations and follow up to obtain required customer due diligence (CDD) documentation within reasonable timeframes.
- Maintain systems to monitor and manage CDD activity, and report any concerns regarding potential money laundering to the Compliance Officer.
- Directly line manage a defined portion of the Company Secretarial team, providing guidance and direction via clear communication and reviewing work, including draft client communications and documentation. Support the Associate Director with the management and development of the wider team, coaching team members and building cross-functional relationships beyond formal authority.
- Resolve conflicts constructively and foster positive team culture. Act as the primary escalation point for queries raised by members of the Company Secretarial team, offering timely and constructive support.
- Collaborate with colleagues to ensure the Company Secretarial team operates efficiently and effectively across all workstreams.
- Maintain a thorough understanding of departmental systems and procedures, proactively identifying opportunities for improvement and efficiency.
- Acquire a strong understanding of revenue streams, fee structures, and project economics.
- Manage P&L and financing performance within own client portfolio and support members of the Company Secretarial team in understanding and managing their own.
- Oversee timely and accurate billing for all client engagements, ensuring alignment with agreed terms.
- Leverage technical expertise to identify and promote commercial opportunities, keeping clients informed of relevant legislative changes and new services.
- Contribute to business development initiatives, including marketing, promotional activities, and sales support, as appropriate.
- Actively maintain and develop knowledge of all legislation relevant to company secretarial services for UK companies, including the Economic Crime and Corporate Transparency Act, and support the Associate Director in ensuring the wider Company Secretarial team stays informed of all regulatory changes.
- Assist the Associate Director with group-wide projects, including digital transformation initiatives, contributing to planning, implementation, and continuous improvement across processes and team workflows.
- Proven experience in managing complex company secretarial transactions, including statutory filings and notification requirements.
- Be an advanced user of company secretarial software / entity management systems (preferably VPoint).
- Strong working knowledge of the Companies Act 2006, with the ability to interpret and apply legislation accurately and confidently.
- Exceptionally well-organised, with the ability to manage multiple priorities and deadlines effectively.
- Proactive, self-motivated, and able to take ownership of tasks with minimal supervision.
- Personable and collaborative team player, with a confident, professional, and commercially aware approach.
- Excellent written and verbal communication skills in English, with the ability to convey complex information clearly and concisely.
- Meticulous attention to detail, ensuring accuracy and consistency across all work.
- Resilient under pressure, with the ability to maintain high standards in a fast-paced environment.
- Strong digital literacy, with advanced proficiency in Microsoft Word, Excel, and Teams.
- Must have the legal right to work in the United Kingdom.
- A minimum of eight years' experience in the company secretarial field, with a strong track record of delivering high-quality services across a diverse portfolio of UK entities.
- Previous experience in a management or team leadership role, with proven ability to supervise, mentor, and develop junior colleagues.
- Educated to degree level.
- CGI qualified.
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Senior Manager, Company Secretarial - Bristol - VISTRA
Description
Job Description
It's never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.
But progress only happens when people come together and take action. We're absolutely committed to building a culture where our people can do just that. We have an exciting opportunity for you to join our team as Senior Manager, Company Secretarial.
Reporting to the Associate Director, Company Secretarial, this full-time and permanent position is based in Bristol, London or Reading, UK and offers regional coverage, allowing you to make a significant impact to our Company Secretarial Department and its growth.
Key Responsibilities
Attributes & Skills
Relevant Experience
Education/Professional Qualifications
If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey
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