Company Description
RiverView Portfolio Ltd offers comprehensive business planning and tax planning services beyond just producing annual accounts and managing tax liabilities. We help businesses achieve their goals, optimize cash flow and profits, and maintain a work/life balance. Our practice is owner-managed, with the size and expertise to handle various instructions.
Role Description
As a
Company Secretarial Specialist
at RiverView Portfolio, you will manage the end-to-end company secretarial and governance needs for our diverse client base. You will ensure that companies are constituted correctly, that structures are optimised, and that all statutory obligations are met in a timely, accurate, and client-friendly way. This role bridges technical compliance, governance best-practice, and excellent client service.
You will be working directly with clients in conjunction with a Director, providing a full outsourced support service to companies across a huge range of disciplines.
Key Responsibilities
* Handle company formations, setting up share structures, and re-organisations to reflect client needs and legal/regulatory compliance.
* Maintain and update statutory registers, minute books, and company records.
* Draft, circulate, and file board minutes, shareholders' resolutions, and governance documentation.
* Prepare and submit requisite filings with Companies House: confirmation statements, officer changes, share capital changes, etc.
* Assist in structure reviews, ownership changes, group or parent/subsidiary relationships, ensuring legal compliance and optimal structuring. This will be working alongside our tax and compliance team to ensure that all items are correctly reflected and considered.
* Advise clients on corporate governance, director duties, compliance requirements under company law.
* Support due diligence exercises where necessary (e.g. changes in ownership, investment, or structural re-organisations).
* Monitor relevant legislative and regulatory developments and ensure the firm and clients are up to date.
* Collaborate with other teams (tax, advisory, finance strategy) to deliver integrated advice.
* Provide excellent client service: clear explanation, timely updates, accessible assistance.
Key Skills & Experience
* Previous experience in a company secretarial or corporate governance role, ideally within an accountancy practice or professional services.
* Strong working knowledge of the Companies Act 2006, Companies House filing processes, and other relevant statutes & regulations.
* Excellent drafting skills (minutes, resolutions, statutory documents), with high attention to detail.
* Organised, methodical, able to manage multiple concurrent client engagements and deadlines.
* Strong verbal and written communication skills; able to explain technical information clearly.
* Ability to build strong client relationships and be seen as a trusted advisor.
* Relevant qualification (ICSA/CGI or equivalent) or working towards such is desirable but not essential.
The position will be based at our offices in Calne, Wiltshire and reasonable relocation expenses will be paid for the right candidate.
Salary range: £28K to £35K full time per annum. Experience and Qualifications Dependent (DOE)