At a Glance
- Tasks: Manage a portfolio of clients and provide expert company secretarial advice.
- Company: Join Sopher + Co, a trusted name in financial services for over 50 years.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday entitlement.
- Other info: Collaborative team environment with ongoing training and development opportunities.
- Why this job: Make a real impact by simplifying complex matters for clients and driving departmental growth.
- Qualifications: ICSA Fellow or equivalent with strong technical expertise in company secretarial practice.
The predicted salary is between 60000 - 80000 £ per year.
Location: Hybrid / Borehamwood, UK
Job type: Permanent / Full-time
Sector and subsector: Accounting & Finance | Other
Salary: Negotiable salary
About us
Big decisions deserve clear thinking. At Sopher + Co, we’ve spent more than 50 years helping entrepreneurs and high-net-worth individuals navigate complex financial and commercial challenges. From tax planning and private office services to business advisory and technology, we bring everything together to make life simpler and help our clients focus on what matters most. We don’t just solve problems. We build relationships, offer clarity, and give our clients the confidence to move forward. And it’s our people who make that possible.
The role
We’re looking for an experienced Company Secretarial Senior Manager to join our team in our Borehamwood office. This is a senior, outward-facing role with real influence. You’ll manage a growing portfolio of UK entities, act as a trusted adviser on company secretarial matters, and play a key role in developing the department. You’ll be a point of contact for clients, colleagues and Partners, bringing clarity to complex technical matters and ensuring high standards of compliance, governance and service delivery.
Responsibilities
- Providing advice on company secretarial matters and acting as a key contact for technical queries
- Managing a portfolio of clients and supporting the smooth operation of the department
- Overseeing statutory registers for companies and LLPs, ensuring accuracy and best practice
- Collaborating with the tax team on SEIS and EIS applications
- Managing complex corporate actions and filings, including:
- Capital reductions via solvency statements
- Share capital reorganisations (allotments, subdivisions, consolidations, buybacks, redenomination, new share classes)
- Preparation of capitalisation tables for restructures and investment activity
- Share transfers and Stamp Duty processes
- Voluntary striking off for companies and LLPs
- Supporting amendments to articles of association and Companies House filings
- Preparing dividend documentation and standard statutory forms
- Managing and improving the department’s template library
- Ensuring compliance for UK establishments of overseas companies
- Working closely with the Business Support team on onboarding and KYC processes
- Supporting AML compliance and documentation requirements
- Building relationships with stakeholders including regulators, legal advisers and senior client contacts
- Contributing to the growth of the department, including fee generation targets
- Supporting business development through networking, cross‑selling and profile‑raising activities
- Bringing new ideas, initiatives and technology into the department
What you’ll bring
- You’re technically strong and confident without relying on jargon. You build trust by making complex matters easy to understand.
- You’re organised, proactive, and take ownership of your work. You’re comfortable managing your own workload and deadlines, and know how to prioritise effectively.
- You communicate clearly and professionally, both in writing and verbally, and are confident dealing directly with clients.
- You enjoy working in a collaborative team where knowledge is shared openly and people support one another.
- ICSA Fellow (or equivalent senior‑level qualification)
- Strong technical expertise in company secretarial practice
- Experience in a similar role within a professional services environment
- A strong understanding of the Companies Act 2006
- Experience with client onboarding, AML and KYC requirements
- Proficiency in Diligent, CCH and other relevant software
- Advanced Microsoft Office skills, including Excel
- Strong attention to detail and a commercial mindset
- The ability to manage your own portfolio and work independently
What you’ll get in return
We offer a competitive salary and a comprehensive benefits package, designed to support your health, wellbeing, financial security and career development. Our benefits include (some available from day one, others after probation or length of service):
- Private Medical Insurance
- Life assurance (Death in Service)
- Group Income Protection (GIP)
- Employee Assistance Programme and 24/7 Digital GP access
- Reward Gateway (employee discounts and cashback)
- Generous holiday entitlement, with the option to buy and sell leave
- Enhanced family‑friendly policies
- Ongoing training and development opportunities
Company Secretarial Senior Manager in Borehamwood employer: Hollybank Trustees Ltd
At Sopher + Co, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Located in Borehamwood, our hybrid working model provides flexibility while our comprehensive benefits package, including private medical insurance and generous holiday entitlement, supports your well-being and career growth. Join us to be part of a team that values clarity, personal development, and meaningful client relationships in the heart of the accounting and finance sector.
