Financial Systems – Helpline Advisor

Financial Systems – Helpline Advisor


FTE £26,000 - £28,000 p.a. plus excellent benefits

Date Ending

February 25, 2022

Contract: Permanent: fulltime, at 37 hours per week, 52 weeks per year (part-time hours will be considered)


Salary: Band 4 – FTE £26,000 – £28,000 p.a. plus excellent benefits


Location: Remote working with flexibility required to work across educational settings in Hertfordshire and occasional visits to Robertson House, Stevenage.


Do you enjoy providing an excellent customer experience?

Are you able to remotely help school staff navigate through their financial software systems and interpret their financial status?

Do you thrive when problem solving and creating ideas on how financial systems and processes can be improved to generate efficiencies for customers and develop their knowledge?  


In this role you will be joining our Financial Services Systems Team with a focus on delivering our helpline service. The helpline service provides support and guidance to approximately 400 schools and academies, primarily in Hertfordshire, on school finance and supported finance software. This will aid them to make informed financial decisions to support their pupils in achieving their potential.


The successful applicant for this role will become a core member of our helpline team, working 3 days per week on the Financial Services helpline. You will also work with a limited portfolio of schools to deliver high quality bookkeeping, budget monitoring and financial management services and advice. Furthermore, you will play an integral part in influencing and supporting development of finance solutions and supporting processes, providing guidance and training to schools and the wider team.


This role requires an individual with knowledge of financial transactions and reporting as well as understanding of financial control and budgetary management. This individual is an enthusiastic and proactive problem solver, committed to helping people resolve queries and is keen to improve the customer experience.


The Financial Services Systems Team ensure that the financial management and budgetary control software used in schools’ meets the reporting requirements, is robust, efficient and facilitates informed decision making. The team liaise with Herts County Council and 3rd party suppliers to develop those systems and provide helpline support, guidance and training on their use and general school finance.


This is an opportunity to develop your career by joining the Systems Team in supporting schools, influencing systems development and delivering guidance and training, in order to help schools in their ability to make informed financial decisions so that they can help their pupils to achieve their potential.


The team are working remotely where possible to support their schools and when required, providing onsite support to their schools in line with Government guidelines. Therefore, the ability to reach different locations by car will be essential. If you drive, then a full driving licence and appropriate car insurance will be required. In addition to this, you will have the opportunity to work in the office for a maximum of 2 days per week. Also, as there is a permanent home working element to this role, you will need to ensure you are equipped for home working.


If you want to know more about this opportunity, please contact Stephen Luff by email Stephen.Luff@hertsforlearning.co.uk and provide your mobile no. so a mutually convenient time can be arranged to discuss the role.

Financial Systems – Helpline Advisor Job Outline

Application Process

If you’re ready to apply, download and complete the HfL Application Forms along with the supporting statement, explaining how you meet the requirements of the job outline, and the equal opportunities form. Once completed, please submit the forms in a word format to hfl.recruitment@hertsforlearning.co.uk


As part of our move towards eradicating unconscious bias within the recruitment process, we ask that you follow the guidance stated in the application forms.

For recruitment queries, our Central Recruitment Team can also be contacted on the hfl.recruitment email address above.

We would love to hear from you.

This job advert may close as soon as sufficient applications have been received. To make sure you don’t miss out on this great opportunity, please submit your application as soon as you can. Please note that the interviews will be taking place remotely.

HfL is committed to being an equal opportunities employer. We insist on the equal treatment of all current and prospective colleagues and will never condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

HfL is also equally committed to becoming an anti-racist organisation and we encourage you to view our Black Lives Matter statement which gives clarity on our anti-racist stance. In our relentless efforts to be an anti-racist organisation, we recognise the negative impacts of under representation and lack of diversity in our organisation, our education system and in all aspects of our society. Therefore, for recruitment into any HfL post, where we have 2 or more candidates of equal merit, candidates with protected characteristics will be given advantage over candidates without such characteristics. This is sometimes referred to as a ‘tie-breaker’ and is referred to as ‘positive action’ in the Equality Act 2010.

To help us meet our high standards and aspirations of a fully diverse and inclusive workplace, we strongly encourage suitably qualified applicants from all backgrounds to apply and to join us.

Please note that if you are invited to interview, we will expect you to be prepared to discuss unconscious bias with us; we find these conversations more than any others give us all a good idea of what working together will be like.