Office and Compliance Manager in Kidderminster

Energy Jobline ZR; Kidderminster; On-site; GBP 50,000; Full time

Job summary

A boutique financial investment firm is seeking an experienced Office and Compliance Manager in Kidderminster. The role involves overseeing daily operations and ensuring compliance with financial regulations. The ideal candidate will have a strong background in office management within the financial sector and excellent organisational skills. This position offers a competitive salary and a collaborative work environment.

Benefits

Competitive salary and benefits package

Career growth and professional development opportunities

Qualifications

• Proven experience as an Office Manager, preferably in the financial or investment sector.
• Strong knowledge of financial regulations and compliance requirements.
• Ability to multitask and prioritise tasks effectively.

Responsibilities

• Provide administrative support to senior executives.
• Maintain and organise financial records to ensure compliance.
• Assist with HR-related tasks, including recruitment and payroll.

Skills

Organisational skills

Communication skills

Attention to detail

Microsoft Office Suite proficiency

Interpersonal skills

Education

Experience in wealth management or financial advisory

Tools

CRM systems

Job description

Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub. We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy and engineering jobs, and work with the leading energy companies worldwide.

We focus on the Oil & Gas, Renewables, Engineering, Power, and Nuclear markets as well as emerging technologies in EV, Battery, and Fusion. We are committed to ensuring that we offer the most exciting career opportunities from around the world for our jobseekers.

Job Description

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 ).
• 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.

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

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.