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- Tasks: Support company secretarial functions, manage records, and prepare meeting materials.
- Company: Transact is a leading UK investment wrap platform focused on client-centric financial services.
- Benefits: Enjoy remote work flexibility, competitive pay, bonuses, health insurance, and professional qualification sponsorship.
- Why this job: Join a collaborative team in a dynamic environment that values innovation and client satisfaction.
- Qualifications: Ideal for those studying or qualified in ICSA with strong communication and proactive skills.
- Other info: Work in central London with a minimum of two days in the office and three from home.
The predicted salary is between 36000 - 60000 £ per year.
We are currently recruiting an exciting opportunity in our Company Secretarial team to join on a 12-month fixed-term basis. Working as part of a team, you will be providing full company secretarial support to the UK and Isle of Man companies within the IntegraFin Group. The role will be very varied with exposure to listed company compliance, corporate governance, board support, shareholder and registrar dealings and insurance.
Your responsibilities will include:
- Maintaining and ensuring the accuracy of company records and registers;
- Diarising, preparing and filing required statutory filings;
- Preparing and circulating notices of AGMs, GMs and board and committee meetings;
- Preparing and arranging board and committee meetings;
- Preparing and circulating meeting packs;
- Circulating actions and tracking responses;
- Preparing accurate minutes of meetings in a timely manner;
- Ensuring that adequate and relevant information is given to the holding company by all the subsidiary companies and that all escalation points are observed;
- Coordinating the preparation and submission of company accounts to the relevant boards and committees for review and approval;
- Managing the dividend settlement process;
- Drafting and filing RNS announcements;
- Responding to queries from the Group's shareholders and liaising with the Group's registrars;
- Assisting with the management of the Group share plan arrangements and liaising with external plan providers;
- Reviewing developments in the corporate governance requirements of all territories within which the Group operates.
The ideal candidate will be studying towards the ICSA qualification or fully qualified with varied experience within a Company Secretarial Assistant role, preferably within the financial services sector. Ideally you will have practical knowledge and an understanding and application of the UK legal and regulatory environment as it relates to the financial services industry. An understanding of the FCA handbook is also desirable but not essential as well as Life Assurance experience.
Good communication skills, both written and verbal, are also essential and you must be able to work/think pro-actively and be able to demonstrate that you are a self-starter with strong stakeholder management skills.
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.
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 at the heart of everything we do. Our platform enables clients and their advisers to manage their financial portfolio in a 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 our clients and their advisers 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 £64 billion of funds under direction on behalf of over 8,000 advisers and 235,000 investor clients (as at September 2024).
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.
Secretarial Assistant - Transact employer: Transact
Contact Detail:
Transact Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Secretarial Assistant - Transact
✨Tip Number 1
Familiarise yourself with the UK legal and regulatory environment, especially as it pertains to financial services. Understanding the FCA handbook can give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the company secretarial field. Attend relevant industry events or webinars to meet people who can provide insights into the role and potentially refer you.
✨Tip Number 3
Demonstrate your proactive approach by preparing questions about the company's governance practices and how they align with current trends in corporate compliance during your interview.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions with the company. Whether it's during networking or interviews, effective communication is key in a secretarial role.
We think you need these skills to ace Secretarial Assistant - Transact
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in company secretarial roles, particularly within the financial services sector. Emphasise any qualifications like ICSA and practical knowledge of UK legal and regulatory environments.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific responsibilities from the job description that excite you, such as maintaining company records or preparing meeting packs, and explain how your skills align with these tasks.
Showcase Communication Skills: Since good communication skills are essential for this role, provide examples in your application of how you've effectively communicated in previous positions. This could include drafting minutes, liaising with stakeholders, or responding to shareholder queries.
Highlight Proactive Approach: Demonstrate your proactive nature by including examples of how you've taken initiative in past roles. This could involve streamlining processes, improving compliance measures, or managing projects independently.
How to prepare for a job interview at Transact
✨Know Your Company Secretarial Basics
Familiarise yourself with the key responsibilities of a Company Secretarial Assistant, especially in relation to compliance and corporate governance. Understanding the statutory filings and meeting preparations will show your commitment to the role.
✨Demonstrate Strong Communication Skills
Since good communication is essential for this role, practice articulating your thoughts clearly. Be prepared to discuss how you've effectively communicated with stakeholders in previous roles or during your studies.
✨Showcase Your Proactive Nature
Prepare examples that highlight your ability to think ahead and take initiative. Discuss situations where you anticipated needs or resolved issues before they became problems, as this aligns with the self-starter qualities they are looking for.
✨Understand the Financial Services Landscape
Brush up on your knowledge of the financial services sector, particularly the UK legal and regulatory environment. Being able to discuss relevant regulations or the FCA handbook will demonstrate your preparedness for the role.
