Regulatory Reporting and Finance Assistant

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The role is full-time; however part-time applications would also be considered. For part-time arrangements, there is a requirement to work core hours from 3:30pm–5:00pm each day.


Salary £30,000 – £32,000


Regulatory Returns


  • Regulatory Return Submission – Completing and submitting the Society’s Regulatory Returns for the FCA, PRA, Bank of England and HMRC, working collaboratively within the team and adhering to strict regulatory timetables.
  • Regulatory Change Monitoring – Keeping up to date with regulatory developments affecting the Society and communicating relevant changes to the team.
  • Regulatory System Oversight – Working with our external Regulatory Reporting system provider (Suade) to maintain accurate data, support system updates and complete regression testing on regulatory returns as required.


Finance


  • Operational Updates – Supporting the operational teams (Mortgages, Savings) by updating systems for interest rate changes and new products launches, as required.
  • Banking and Reconciliation Support – Assisting the Finance team with daily banking tasks, including sending payments, recording payment receipts, and reconciling transactions to the Society’s operational systems. This includes, but is not limited to:
  • •Members’ savings deposits and withdrawals
  • •Members’ mortgage payments and fees
  • •Treasury investments and funding
  • •Supplier invoices and Broker commission payments
  • Daily Cash Management – Supporting the Finance team with the management of the Society’s daily cash requirements and transferring funds between our internal accounts to meet operational needs.
  • Project Support – Contributing to Society-wide ad hoc projects as required.


Person Specification


Essential

  • Problem-solving skills and the ability to take an analytical approach to data submissions and reconciliations.
  • Strong numerical skills.
  • Strong oral and written communication skills.
  • Flexible and Adaptable, able to support the team as needed to cover sickness, holidays, or peaks in workload created by ad hoc requests from the regulator or project-work.
  • The ability to follow very specific and detailed instructions in written format (i.e. the regulations and guidance from the Regulator).
  • Curious and open-minded – we are after someone who will think creatively and constructively about the meaning of the numbers we work with, not simply to follow processes by rote.
  • A moderate to advanced level of Excel ability.


Desirable

  • An accounting qualification at Level 4 AAT or equivalent would be useful but not essential.
  • A numerical or an analytical / problem-solving Level 3 qualification, such as Maths, Science, Engineering, Law.
  • Experience in financial services would be beneficial, though a strong desire to learn our industry would be supported with training and guidance.
  • Experience of SQL would be advantageous.
”, “datePosted”: “2026-05-14”, “hiringOrganization”: { “@type”: “Organization”, “name”: “The Stafford Building Society”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__431714992__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=99” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Staffordshire” } } }
Company: The Stafford Building Society
Apply for the Regulatory Reporting and Finance Assistant
Location: Staffordshire
Job Description:

The role is full-time; however part-time applications would also be considered. For part-time arrangements, there is a requirement to work core hours from 3:30pm–5:00pm each day.

Salary £30,000 – £32,000

Regulatory Returns

  • Regulatory Return Submission – Completing and submitting the Society’s Regulatory Returns for the FCA, PRA, Bank of England and HMRC, working collaboratively within the team and adhering to strict regulatory timetables.
  • Regulatory Change Monitoring – Keeping up to date with regulatory developments affecting the Society and communicating relevant changes to the team.
  • Regulatory System Oversight – Working with our external Regulatory Reporting system provider (Suade) to maintain accurate data, support system updates and complete regression testing on regulatory returns as required.

Finance

  • Operational Updates – Supporting the operational teams (Mortgages, Savings) by updating systems for interest rate changes and new products launches, as required.
  • Banking and Reconciliation Support – Assisting the Finance team with daily banking tasks, including sending payments, recording payment receipts, and reconciling transactions to the Society’s operational systems. This includes, but is not limited to:
  • •Members’ savings deposits and withdrawals
  • •Members’ mortgage payments and fees
  • •Treasury investments and funding
  • •Supplier invoices and Broker commission payments
  • Daily Cash Management – Supporting the Finance team with the management of the Society’s daily cash requirements and transferring funds between our internal accounts to meet operational needs.
  • Project Support – Contributing to Society-wide ad hoc projects as required.

Person Specification

Essential

  • Problem-solving skills and the ability to take an analytical approach to data submissions and reconciliations.
  • Strong numerical skills.
  • Strong oral and written communication skills.
  • Flexible and Adaptable, able to support the team as needed to cover sickness, holidays, or peaks in workload created by ad hoc requests from the regulator or project-work.
  • The ability to follow very specific and detailed instructions in written format (i.e. the regulations and guidance from the Regulator).
  • Curious and open-minded – we are after someone who will think creatively and constructively about the meaning of the numbers we work with, not simply to follow processes by rote.
  • A moderate to advanced level of Excel ability.

Desirable

  • An accounting qualification at Level 4 AAT or equivalent would be useful but not essential.
  • A numerical or an analytical / problem-solving Level 3 qualification, such as Maths, Science, Engineering, Law.
  • Experience in financial services would be beneficial, though a strong desire to learn our industry would be supported with training and guidance.
  • Experience of SQL would be advantageous.

Posted: May 14th, 2026