Finance Assistant Apprentice
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Company: OCM WEALTH MANAGEMENT LTD
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Location: NN4 7AA
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Type: Apprenticeship
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Salary: £16,640.00 per year
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Sector: Legal, finance and accounting
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Ref: NAS-2000044984
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Application Deadline Date: 27/09/2026
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Start Date: 11/10/2026
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Positions Available: 1
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Working Week: Monday - Friday, 09:00 - 17:30 with 1 hour for lunch.
Brief Description
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 !
Training to be Provided
- AAT Level 3
- Remote training delivery
- One file
- VLE
- 6 hours of dedicated training time every week
Future Prospects
- Possible full time permanent position upon completion of the apprenticeship
Vacancy Detail
- 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.