Finance Assistant Apprentice

Introduction

My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm, as part of your role you will be, filing & general admin, posting invoices, credit notes, bank payments, a interesting & varied role ! 

About the Employer

My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. Working in a small office environment for a growing business, this is an exciting and varied role working within the accounts department to support and assist the accounts team across a broad range of accounting and administration duties. They are now looking for an apprentice to join their friendly team in Northampton.

What You'll Do

• Posting invoices, credit notes, bank payments and receipts on QuickBooks
• Checking and reconciling supplier statements and resolving any queries
• Recording commission received onto clients’ accounts on Intelligent Office
• Chasing outstanding commissions with providers
• Corresponding with HMRC to resolve client related queries
• Assisting with the preparation of self-assessment tax returns
• Liaising with other departments to achieve accounts department objectives
• Supporting the accounts department with ad-hoc administration when required
• Filing and general admin

This is by no means an exhaustive list and maybe subject to change to suit the needs of the business.

Personal Specification:

• Excellent attention to detail
• Good communication skills, both written and verbal
• Computer literate (Word, Excel, Outlook)
• An outgoing personality
• A flexible work approach
• Effective time management and organisational skills (able to prioritise)
• Self-Starter, proactive, able to work independently with minimal direction, able to maintain confidentiality and handle matters discreetly

This role will be supported by Starting Offs AAT Level 3 qualification.  

Training Outcome

• Possible full time permanent position upon completion of the apprenticeship

Skills Required

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental

Qualifications

• Essential - GCSE - English - 4/C
• Essential - GCSE - Maths - 4/c

Course Information

Course: Assistant accountant (level 3)

Level: 3

Route: Legal, finance and accounting

Apprenticeship Level: Advanced

Working Arrangements

Working Week: Monday - Friday, 09:00 - 17:30 with 1 hour for lunch.

Expected Duration: 1 Year 6 Months

Training Provider: STARTING OFF LIMITED