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.