Finance Assistant Apprentice

  • Company: OCM WEALTH MANAGEMENT LTD
  • Location: NN4 7AA
  • Type: Apprenticeship
  • Salary: £16,640.00 per year
  • Sector: Legal, finance and accounting
  • Ref: NAS-2000044984
  • Application Deadline Date: 27/09/2026
  • Start Date: 11/10/2026
  • Positions Available: 1
  • 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.  

Ready to start your adventure?