Finance Assistant Apprentice

OAKLEAFE CLAIMS LTD

Romford (RM2 5JS)

Closes in 7 days (Friday 25 April 2025 at 11:59pm)

Posted on 9 April 2025


Summary

This role is designed for a detail-oriented and motivated Finance Assistant at the entry level. The Finance Assistant will support the finance department with daily tasks such as data entry, invoice processing, account reconciliation, and financial reporting, while having the opportunity to pursue AAT Level 2.

Training course
Accounts or finance assistant (level 2)
Hours
Monday to Friday, 8.00am - 5.00pm.

40 hours a week

Start date

Tuesday 6 May 2025

Duration

1 year

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

Key Responsibilities:

  • Assist in processing invoices, expenses, and payments accurately and on time
  • Maintain financial records and ensure data accuracy in accounting systems
  • Reconcile bank statements, accounts payable, and accounts receivable
  • Support the preparation of financial reports and month-end closing activities
  • Assist in budgeting and forecasting processes
  • Handle administrative tasks such as filing, record-keeping, and responding to finance-related queries
  • Colaborate with other departments to ensure financial processes run smoothly
  • Stay updated with financial regulations and company policies

Where you’ll work

7 9 Balgores Lane
Gidea Park
Romford
RM2 5JS

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

FIRST INTUITION CHELMSFORD LIMITED

Your training course

Accounts or finance assistant (level 2)

Equal to GCSE

Course contents
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Your training plan

The successful candidate will be required to attend weekday courses, once a week, at First Intuition Chelmsford to study towards their AAT Level 2 qualification as well as mentoring towards the Level 2 Assistant Accountant Apprenticeship knowledge, skills, and behaviours.

Requirements

Essential qualifications

GCSE in:

  • English and Maths (grade Grade C/4 or above)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Administrative skills
  • Analytical skills
  • Team working

About this company

We assist UK and European policyholders to prepare, present, and negotiate domestic and commercial insurance claims. Extremely well-regarded across the industry as insurance claims management specialists, we retain enormous knowledge and experience. We have a proven track record and a long list of clients whom we have successfully assisted with their claims.

After this apprenticeship

Possible progression to a higher level apprenticeship upon successful completion of the level 2 apprenticeship. 

Ask a question

The contact for this apprenticeship is:

FIRST INTUITION CHELMSFORD LIMITED

Sophie Harris

sophieharris@fi.co.uk

01245 209900

The reference code for this apprenticeship is VAC1000314803.

Apply now

Closes in 7 days (Friday 25 April 2025 at 11:59pm)

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