Office and Compliance Manager Location: Kidderminster Company: Vertis Private Wealth Management Ltd Salary: Circa £50,000 based on experience About Us: Vertis Private Wealth Management Ltd is a boutique financial investment firm specialising in wealth management, portfolio optimisation, and financial advisory services. We pride ourselves on delivering personalised investment strategies to our clients while maintaining an efficient and professional work environment. Job Summary: We are seeking an experienced and highly organised Office and Compliance Manager to oversee daily operations and compliance functions. The Office Manager will play a key role in maintaining an efficient workplace, supporting executives, and ensuring compliance with financial regulations. This role requires excellent communication skills, attention to detail, and the ability to multitask in a fast-paced environment. Key Responsibilities: Executive Support: Provide administrative support to senior executives, including scheduling meetings, preparing reports, and handling correspondence. Compliance & Documentation: Maintain and organise financial records, ensuring compliance with industry regulations and company policies. HR & Payroll: Assist with HR-related tasks, including recruitment, onboarding, benefits administration, and payroll coordination. Vendor & Client Relations: Act as the primary point of contact for vendors, service providers, and clients, ensuring professional communication. IT & Security Coordination: Work with IT support to manage office technology, security, and data protection measures. Budget & Expense Management: Monitor office expenses, manage budgets, and track financial transactions related to operational costs. Event Planning: Coordinate company meetings, team-building activities, and client events. Qualifications & Skills: Proven experience as an Office Manager, preferably in the financial or investment sector. Strong knowledge of financial regulations and compliance requirements (FCA regulations preferred). Excellent organisational and time-management skills. Strong interpersonal and communication skills. Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and financial software. Ability to multitask and prioritise tasks effectively. Discretion and confidentiality when handling sensitive information. Preferred Qualifications: Experience in wealth management, investment banking, or financial advisory firms. Knowledge of CRM systems and investment management platforms. HR or administrative certifications (e.g., CIPD, SHRM) are a plus. Why Join Us? Opportunity to work in a dynamic and growing financial firm. Competitive salary and benefits package. Collaborative and professional work environment. Career growth and professional development opportunities. How to Apply: Please click "Fast Apply" to send your CV and Cover Letter