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Finance assistant

Shepperton
TES FE News
Finance assistant
Posted: 27 September
Offer description

Overview

We are looking to appoint an efficient and well organised Finance Assistant to support the Bursar and the Bursary team. The Bursary Department is small and collegial but incredibly busy and the successful applicant will therefore need to be able to work on their own initiative as well as part of a team.

The successful applicant should have considerable administrative and strong financial experience, excellent IT skills in Microsoft (particularly Excel) and databases. Excellent interpersonal qualities, attention to detail and sense of humour are needed for this important role. A financial qualification, or studying towards one is desirable.

As the Finance Assistant you will be responsible for invoice processing, monitoring outstanding balances and timely collection of payments. You will also oversee all remissions as well as assisting with any other Bursary department activities such as transport coordination and payroll administration.

This is an office-based full time role working 8:30am – 5pm, Monday to Friday all year round commencing as soon as possible.


Salary

In return you will receive a competitive salary along with an array of staff benefits, including a generous 16% non-contributory pension scheme, a health cash plan, freshly prepared school lunches, generous holiday entitlement and access to the school facilities.


Lines of Responsibility

The Finance Assistant is responsible to the Bursar.


Main Duties And Responsibilities

Invoicing and Credit Control:

* Produce accurate termly fee invoices to strict deadlines on iSAMS
* Maintain the fees billing ledger, create new records and keep the data up to date
* Ensure charges are accurately recorded and input termly
* Respond to fees queries promptly
* Manage fee deposits
* Produce Aged Debtor reports and assist with chasing fees
* Credit control
* Investigate cases of outstanding payments and determine an appropriate course of action together with the Bursar
* Contact new parents for DD mandates, set up and manage
* Administer pupil insurances through Marsh
* Process School Fee Plan applications and manage School Fee Plan payments
* Liaise with an external debt management company

Bursary Administration:

* To be the first point of contact for all bursary applications received from the Registrar
* Manage new bursary applications with the external company and liaise with parents
* Manage scholarship applications
* Take responsibility for the bursary review process across all school years
* Adhere to the Bursary Policy
* Assist the Bursar preparing the Terms and Conditions / Parent Contract

Transports Administration:

* First point of contact for transport queries & charges as well as responsibility for overseeing the day to day operation of all school bus routes.
* Support the Assistant Bursar with all transport planning, coordination, payments and parental contact.

Payroll Administration:

* Support the Assistant Bursar with monthly payroll processing, overtime payments and reporting.


Process Of Application

Along with this pack you should have received a copy of the application form, which you are asked to complete in full and as accurately as possible paying attention to the Job Description and Person Specification. If you have any queries regarding the application process, please contact Telephone: 01932 234920 or E-mail: zoe.fazackerley@hallifordschool.co.uk. Completed application forms, together with a supporting letter of application (no more than one side of A4) should be e-mailed to the HR and Recruitment Officer to arrive no later than 12 noon, Friday 26th September 2025. Applications will be considered on receipt and we reserve the right to interview / appoint before the closing date.


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