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Bursary Administration
Financial AssessorBursary Administration • West Midlands, UK
Financial Assessor

Financial Assessor

Bursary Administration • West Midlands, UK
30+ days ago
Job type
  • Temporary
Job description

Financial Assessor Remote Working

6 months contract

Bursary Administration Limited was created in 2009 to provide support to schools within the independent sector. We continue to grow rapidly and now represent over 500 schools in all areas of the UK: we are a market leader in our field.

We are looking for a Financial Assessor.

The role:

Gauge the integrity of the Bursary application:

  • Assess the family either by a home visit or a Zoom call to discuss the reasons behind the application, the family situation and their current financial position.
  • Gather an understanding of the motivation behind placing their child in an independent school, the parents respective roles within the family and at work, the home in general, and any other events, historic or current, which may impact on their ability to pay school fees.
  • The objective part of the work involves the collection of (mainly) evidenced data to produce an Income and Expenses, Assets and Liabilities model of the family budget. This allows the school to understand the size of bursary to be considered by their Governors.
  • By gathering this data, the Financial Assessor can understand the familys financial priorities and where school fees sit within these priorities this can also be subjective but is a very important part of the assessment.

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Financial Assessor • West Midlands, UK

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