Company Secretarial UK - Trainee

Terra Global Partners; Surat; On-site; INR 300,000 - 420,000; Full time

Job summary

Terra Global Partners is a Surat-based firm seeking a fresher with a Graduate degree or CS to join its corporate secretarial team. You will handle company incorporation, name changes, share allotments, and directors' changes, ensuring timely filings and up-to-date registers.

Responsibilities include onboarding, AML checks, KYC, and using practice management software for client profiles, with a focus on compliance and accuracy.

Qualifications

• Fresher with Graduate degree or company secretary.
• CS or B.Com background required.
• Excellent communication and organizational skills.

Responsibilities

• Handle company incorporation, name changes, share allotments, changes in registered office, director appointments/resignations, PSC updates, etc.
• Prepare and file confirmation statements accurately and on time.
• Maintain statutory registers: Register of Members, Register of Directors, PSC Register, Register of Allotments/Transfers, Charges register.
• Draft share transfer forms, board minutes, resolutions, and stock transfer instruments.
• Issue share certificates, update member registers, and ensure proper stamping where required.
• Assist clients with share restructuring: bonus issues, subdivisions, buybacks, share class creation.
• New Client Onboarding: Gather KYC docs, AML checks, verify identities, prepare engagement letters.
• System Setup: Create client profiles in practice management software and set up bookkeeping tools.
• Client Communication and GDPR compliance throughout onboarding and engagement.

Skills

Excellent communication

Organizational skills

Education

CS

B.Com

Job description

Terra Global Partners Pvt Ltd | Full time

• Handle company incorporation, name changes,share allotments, changes in registered office, directorappointments/resignations, PSC updates, etc.
  
• Prepare and file confirmation statements(CS01) accurately and on time.
  
• Maintain statutory registers:
  
• Register of Members
  
• Register of Directors
  
• PSC Register
  
• Register of Allotments/Transfers
  
• Charges register
  

Share & Corporate Actions

• Draft share transfer forms(J30/J10), board minutes, resolutions, and stock transfer instruments.
  
• Issue share certificates, updatemember registers, and ensure proper stamping where required.
  
• Assist clients with sharerestructuring: bonus issues, subdivisions, buybacks (where allowed), shareclass creation.
  
• Board & Governance Support
  
• Support directors by remindingthem of statutory responsibilities and deadlines.
  
• Liaise with Companies House forfilings, queries, or corrections.
  
• Communicate with HMRC for CTregistration changes, UTR updates, address changes, etc.
  
• Coordinate with formation agentsand legal teams when required
  

Compliance Monitoring

• Track filing deadlines (confirmationstatements and year-end dates).
  
• Keep clients updatedwith new regulatory requirements like PSC changes, Registered Email Addressmandate (from 2023 reforms), identity verification under ECCT Act
  

New Client OnboardingResponsibilities

• Gather KYC documents including ID, proof ofaddress, UTR, VAT certificates, and company incorporation documents.
  
• Conduct AML checks using approved software.
  
• Verify client identities and risk-profilethem according to UK Money Laundering Regulations 2017.
  
• Ensure engagement letters and serviceagreements are prepared and digitally signed (following ICAEW/ACCA templates).
  
• System Setup
  
• Create client profiles in practicemanagement software.
  
• Add clients to HMRC portal services(Self-Assessment, Corporation Tax, VAT, CIS) through Agent Authorization linksor ASA login.
  
• Set up bookkeeping software(Xero/QBO/Sage), including chart of accounts, bank feeds, tracking categories,VAT settings, etc.
  
• Internal Coordination
  
• Set communication channels (emails,WhatsApp groups, Teams channels as per firm’s policy).
  
• Process & Compliance
  
• Ensure GDPR compliance when handling clientdata.
  
• Maintain onboarding checklists and ensureevery stage is complete before handover.
  
• Highlight any unusual transactions or risksto the MLRO.
  
• Client Communication
  
• Act as first point of contact duringinitial weeks of relationship.
  
• Guide clients on accounting software setup,document submission, and key statutory deadlines.
  
• Provide welcome emails and resource packs.
  

Requirements

Experience - Fresher with Graduate degree or company secretary

Qualification - CS, B.Com

Must have : Excellent communication skills and organizational skills

What you get:

• Career Path to be an excellent administrator and company secretary with global knowledge
  
• Work with overseas clients and exposure to UK law
  
• Excellent remuneration package along with study support for right candidate