Finance Assistant Apprentice

Summary

An exciting opportunity to join a dynamic and growing business in a customer focused finance role. Working with a team you assist in maintaining accurate financial records and excellent relations with customers and suppliers. Full training will be available through an apprenticeship.

Annual wage

£17,000 a year

Minimum wage rates (opens in new tab)

Salary £17,000 - £18,000 depending on experience

Training course

Assistant accountant (level 3)

Hours

Monday to Thursday, 9.00am to 5.00pm. Friday, 8.30am to 4.30pm.

37 hours a week

Possible start date

Thursday 2 January

Duration

1 year 5 months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

You will be providing comprehensive support with the maintenance of accurate financial records to the Management Accountant and Finance Manager to assist the company to maintain client relations with existing customers, suppliers, and business associates. You will also undertake related works as designated by the Finance Manager to meet company targets. Your role will require exceptional ability to coordinate, plan and organize your daily tasks independently.

Key Tasks and Responsibilities

Weekly Credit Control of clients’ accounts
Liaising with all new clients to establish and develop client rapport
Handling incoming finance queries and use own initiative to problem solve
Creating and sending sales invoices
Processing weekly direct debit collection submissions
Bank reconciliations
Maintaining the CRM system (Hubspot) and ensuring consistency with accounting system (Xero)
Contributing towards personal and departmental objectives
Liaising with the Finance Department team and the wider company teams
Providing wider Finance Department with support and assistance with any ad hoc tasks
Shredding and storing confidential/sensitive documentation

Where you’ll work

QUALITY SUITE

OAK HOUSE EVEROAK INDUSTRIAL ESTATE

BROMYARD ROAD

WORCESTER

WR2 5HP

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED

Your training course

Assistant accountant (level 3)

Equal to A level

Course contents

Assist with the investigation and response to financial information queries.
Record and analyse financial data using the organisation’s standard tools and processes.
Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
Assist with production of accurate financial information for the preparation of accounts.
Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
Develop and maintain effective working relationships with stakeholders.
Communicate financial information in a way that non-finance stakeholders can interpret and understand.
Utilise digital skills to present key financial information using finance and accounting software and applications.
Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
Assist with the investigation and response to financial information queries.
Record and analyse financial data using the organisation’s standard tools and processes.
Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
Assist with production of accurate financial information for the preparation of accounts.
Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
Develop and maintain effective working relationships with stakeholders.
Communicate financial information in a way that non-finance stakeholders can interpret and understand.
Utilise digital skills to present key financial information using finance and accounting software and applications.
Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.

Your training plan

Formal training is delivered at HWGTA, located in Worcester (WR4 9GN).

You will receive training one day per week which is a combination of face-to-face and remote, as per your assigned training plan. -

Additional training for functional skills in English and Maths will be undertaken if needed.

You will receive monthly visits from your assigned Learning and Development Specialist, who will set you work, monitor your development and wellbeing, and discuss training sessions. They will also prepare you for your End Point Assessment to gain your Assistant Accountant level 3 qualification.

There is also a five-day teambuilding residential trip that is held in the spring of each year offered to all apprentices on programme.

Requirements

Essential qualifications

GCSE in:

English (grade A*-C/ 4-9)
Mathematics (grade A*-C/ 4-9)

Desirable qualifications

A Level in:

Accountancy (grade A*- E)
Finance and Accounts (grade Pass)

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

IT skills
Organisation skills
Problem solving skills
Number skills
Team working
Results Driven
Highly self-motivated
Flexible approach
Innovative and adaptable

Other requirements

Limited car parking available onsite, however candidate may have to be able to travel via public transport or be willing to park off road

About this company

An established family run business providing quality management systems for businesses across a wide variety of sectors. We have a strong company ethos based around our core values: display Positivity, Passion and Professionalism; be Dynamic and Deliver; always Authentic and Approachable. These values are reflected in our relations with our clients, suppliers and employees alike.

http://www.isoqsltd.com (opens in new tab)

Company benefits

- Full benefits package available - Holiday 31 days inclusive of Bank Holidays

After this apprenticeship

This position could lead to a permanent position within the organisation.

Ask a question

The contact for this apprenticeship is:

HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED

Emily Jackson

emily.jackson@hwgta.org

01905 330732

The reference code for this apprenticeship is VAC1000284037.

Apply now

Closes in 28 days (Friday 20 December at 11:59pm)

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