Company Secretarial Assistant – Financial Services

Overview

An excellent opportunity for an ambitious governance professional looking to take the next step in their career. This Company Secretarial Assistant position offers broad exposure across statutory compliance, board support, and entity management within a supportive high growth financial services business.

It’s an ideal role for someone in their second company secretarial position who is detail-oriented, eager to develop, and motivated to grow their career.

Key Roles and Responsibilities

• Organise, prepare and circulate agendas and papers for board meetings, committees and AGMs/EGMs.
• Take minutes, draft resolutions, and lodge forms with Companies House.
• Maintain statutory books and registers of members, directors and secretaries.
• Ensure annual confirmation statements and event-driven filings are submitted on time.
• Monitor legislative and regulatory changes and advise on actions.
• Support governance colleagues with ad hoc projects and office management tasks.

Essential Skills, Experience and Qualifications

• Part or fully CGI qualified (or studying towards).
• Some company secretarial experience, ideally gained in professional services or in-house.
• Familiarity with entity management systems such as Blueprint or Diligent Entities (advantageous).
• Strong communication skills, both written and verbal.
• Highly organised, with the ability to manage competing deadlines independently.

Attitudes and Behaviours

• Accuracy & Detail: Careful and methodical approach to filings and recordkeeping.
• Proactivity: Able to take initiative and manage tasks without close supervision.
• Collaboration: A strong team player who contributes positively to group success.
• Growth Mindset: Ambitious to learn and develop within governance.

At The Core Partnership, we embrace diversity and believe in the inherent value of every individual. Our commitment to inclusivity extends beyond mere words; it’s ingrained in our core values of humanity, passion, honesty, and commitment. We therefore welcome all applicants, regardless of ethnicity or cultural background, age, gender, gender identity, nationality, religion, disability, sexual orientation, or any other protected characteristic.

We strive to create an environment where every person feels valued, respected, and empowered to succeed both internally and for the roles we recruit for. If you require any adjustments to facilitate your application process, please let us know.