Carolyn Cope

Company Overview

L&P provide services to Charities, Trusts, Not-for-Profit Organisations and Religious Congregations The services offered include Governance & Company Secretarial, Stewardship & Business advisory services, Financial Management & advisory services, Strategic planning, and Investment Advisory Services including Ethical Investments

• Client Management: Oversee a portfolio of clients, including preparing board papers, attending meetings, and documenting minutes and action points. Assist with charity governance codes, policy writing, and compliance.
• Director of Services: Manage client facility operations, including company secretarial work, governance code compliance, HR, budgeting, and day-to-day facility management.
• Staff Management: Supervise the administration and company secretarial team, ensuring timely and efficient delivery of work. Monitor workflows, data input, and document production, while providing training, staff reviews, and coverage during absences.
• Company Secretarial: Provide in-house company secretarial services to ensure corporate compliance, including preparing and circulating board papers, attending meetings, and regulatory filings (Charities Regulator and Companies Registration Office). Maintain statutory books and registers, liaise with clients, solicitors, auditors, and regulators.
• Administration: Manage diaries, client and board records, and produce reports. Organise conferences, client training, and events. Oversee the production and distribution of branded materials and publications.
• AML/Client Onboarding: Lead client onboarding processes, including engagement letters and KYC/AML checks. Conduct regular screenings and follow-ups.
• Invoicing: Issue invoices for retainer and consultancy projects, manage debtors, and prepare internal reports.

A family leisure centre serving the local community with activities such as ten-pin bowling, amusement games, snooker/pool, and children's play areas.

• Growth & Innovation : Increased revenues by 72% over three years by creating corporate packages for holiday parties and special events.
• Cost Management : Implemented cost reductions, including a 5% year-on-year savings and significant cuts to external legal costs.
• Safety & Compliance : Led safety programmes to achieve the best safety performance within the Leisureplex network. Responsible for writing incident reports and liaising with legal teams.
• Administrative Operations : Managed booking schedules, customer inquiries, staff records, and financial reporting. Ensured all tasks were completed on time and according to deadlines.

A part-time role during college years, leading staff and managing operational aspects of the leisure centre.

• Staff Recruitment & Retention : Developed recruitment strategies, reducing staff turnover and cultivating a competent and committed team.
• Budget & Financial Management : Managed sales and costs within allocated budgets, ensuring margin targets were met.
• Cash Handling : Handled daily cash transactions of €20,000 to €60,000 and managed related security risks.
• Food Safety : Ensured food safety standards were met, including responsible stock ordering and delivery management.