Overview
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 firm’s 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.
Responsibilities
* Client Compliance – Provide excellent customer service as the first point of contact for compliance queries.
* Manage Companies House submissions including: filing confirmation statements, new company incorporations, and company dissolutions.
* Carry out ID verification checks and ensure compliance with Know Your Customer (KYC) and AML regulations.
* Oversee new client onboarding: ensure all compliant documents are collected, upload documents and details on in-house system, send professional clearance requests, review incoming paperwork, and 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, 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.
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