Financial Assistant

JR United Kingdom; Portsmouth; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A leading company in student finance is seeking a Student Loan Finance Assistant to provide excellent customer service and administrative support. This role involves managing loan queries, maintaining records, and advising students on financial aid options. Ideal candidates will have relevant experience, including knowledge of Student Finance England and proficiency in Excel. Join a supportive team committed to enhancing the student experience!

Benefits

Flexible working arrangement

30 days annual leave plus public holidays

Membership in the Local Government Pension Scheme

Opportunities for professional development

Supportive team culture

Qualifications

• Experience with higher education or customer service/finance roles.
• Proactive attitude and ability to manage stakeholders at all levels.
• Knowledge of Student Finance England and prior finance experience preferred.

Responsibilities

• Manage payments from UK and international loan providers.
• Advise students on financial support options.
• Maintain student financial records and coordinate with external agencies.

Skills

Customer Service

Problem Solving

Communication

Excel

Analytical Skills

Education

NVQ 4 or equivalent including English and Maths

Job description

Role: Student Loan Finance Assistant

Location: Milton Keynes

Working Pattern: 5 days per week in the office

Job overview:

We are seeking a Student Loan Finance Assistant to deliver excellent customer service to our students while supporting a small team with the efficient administration and resolution of queries related to Student Loans, both UK and Overseas. This operational role differs from typical credit control functions.

• NVQ 4 or equivalent including English and Maths
• Medium-advanced experience in Excel
• Higher Education experience or Customer Service/Sales Ledger/Credit Control experience
• Proactive attitude, willingness to learn, and problem-solving skills
• Excellent communication skills and ability to manage stakeholders at all levels
• Knowledge of Student Finance England and prior student loan/finance experience

Responsibilities:

• Manage and reconcile payments from UK and international loan providers, ensuring accurate disbursements to student accounts
• Advise students on financial support options, including loans, FEAs, bursaries, and scholarships
• Maintain accurate student financial records and process adjustments in coordination with external agencies such as Student Finance England, SAAS, Sallie Mae, Stepex, FAFSA, and Veterans Affairs
• Collaborate with internal stakeholders to ensure regulatory compliance and accurate billing/crediting
• Provide excellent customer service to enhance the student experience
• Utilise communication, organisational, and analytical skills to manage complex data and resolve financial queries

Additional Benefits:

• Hybrid working: flexible arrangement with three days in the office
• 30 days annual leave plus public holidays and university closure days
• Membership in the Local Government Pension Scheme
• Opportunities for professional development and career progression
• Supportive and innovative team culture