- Handle statutory compliance requirements for UK-based clients.
- Prepare and file Confirmation Statements with Companies House.
- Prepare and file relevant forms for statutory changes with Companies House.
- Assist with incorporation of limited companies.
- Create and maintain client records in database/software.
- Maintain permanent files and statutory records of clients.
- Prepare Engagement Letters for new clients.
- Complete AML/KYC documentation and credit checks.
- Handle Agent Authorisation (Form 64-8) processes.
- Assist with HMRC tax registrations, including PAYE, Corporation Tax and VAT.
- Send documents to clients for review and signing.
- Prepare Skilled Clearance Letters.
- Prepare Board Minutes and Dividend Vouchers.
- Coordinate with Client Managers regarding ongoing compliance tasks.
- Respond to and resolve client queries related to compliance activities.
- Ensure all assigned compliance tasks are completed accurately and within deadlines.