Compliance & Office Manager

Are you an organised, customer-focused professional with a background in Compliance and Office Management looking for a rewarding position in a thriving professional services organisation?

We are a small, flexible well established financial services organisation seeking a highly organised and conscientious Compliance & Office Manager.

This combined role will ensure the smooth day-to-day running of the office while also managing client compliance responsibilities. The position is central to the firms operations - you will maintain regulatory standards, support the payroll function during busy periods, and oversee the efficiency of our systems, processes, and client service delivery.

This is an on-site role Monday - Thursday 8.30am - 4.30pm 32 hours per week offering 24,000

Client Compliance
Provide excellent customer service as the first point of contact for compliance queries.
Manage Companies House submissions including:
o Filing confirmation statements
o New company incorporations
o Company dissolutions
Carry out ID verification checks and ensure compliance with Know Your Client (KYC) and AML regulations.
Oversee new client onboarding:
o Ensure all compliant documents are collected
o Upload documents and details on in-house system
o Send professional clearance requests
o Review incoming paperwork
o Prepare and issue terms of business
Submit client pension regulator declarations and monthly pension submissions.
Ensure HMRC compliance requirements are met, including settings and deadlines

Office Management
Manage post system, including liaison with 3rd parties
Oversee office supplies, including stationery, water machine refills, waste, and confidential waste contracts and office cleaning.
Maintain GDPR compliance across the firm.
Ensure internal processes and procedures are documented, maintained, and improved where necessary.
Systems & Reporting
Maintain and manage the in-house system, ensuring accuracy of data, deadlines, and compliance settings.
Generate and review reports to monitor client deadlines, supporting workload planning for the team.
Lead and record outcomes of weekly internal meetings to allocate tasks, track progress, and ensure deadlines are met.

Skills & Experience Required
Previous experience in a compliance and/or office management role (accountancy/financial services preferred).
Strong knowledge of Companies House, HMRC, and KYC/AML regulations.
Familiarity with payroll and pension processes (support level).
Excellent organisational and administrative skills, with the ability to manage multiple priorities.
Proficiency in practice management/accounting software (Capium desirable but not essential, Microsoft office essential).
Clear communication skills, with a focus on client care and team support.
Knowledge of GDPR and data security principles.

Personal Attributes
Proactive, detail-oriented, and highly organised.
Able to work independently while also supporting the wider team.
Strong problem-solving skills and a practical, hands-on approach.
Professional, approachable, and client-focused.
Flexible to take on additional responsibilities during peak periods.

What you will LOVE about this Compliance/Office Manager role:

30,000 salary pro rata for 4 days - Monday to Thursday office based equates to 24,000

A friendly team atmosphere
Annual bonus (Depending on company performance)
28 days holiday inclusive of bank holidays
Located right in the heart of Didsbury village close to public transport links
Work place pension

Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest. Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database.