Finance Apprentice – AAT Level 2

Finance Support

• Assist in the processing and entry of purchase orders and supplier invoices
• Support the preparation and administration of the central BACS payment run
• Help track and upload credit card receipts and statements from schools

•           Ensure financial records are accurately maintained and filed for audit purposes.

 Assist with monthly financial routines, including the preparation of month-end packs

School Liaison & Communication

• Act as a first point of contact for school finance queries and direct to the appropriate team member where necessary
• Support the collation of documentation from schools for audits, month-end, and monitoring purposes
• Ensure schools are supported in understanding centralised processes and timelines

System Administration

• Use Access Finance software to assist in maintaining accurate financial data and reports
• Support the onboarding of new users, including helping schools access and use relevant finance portals
• Contribute to the testing and updating of any electronic requisition or workflow systems

Procurement & Compliance

• Maintain supplier records, ensuring appropriate documentation (e.g., contracts, insurance) is up-to-date
• Assist with gathering quotes and documentation in line with procurement procedures
• Help ensure purchase activity complies with trust financial regulations

Training and Development

• Participate fully in all training and development activities as part of the apprenticeship programme
• Engage in opportunities to shadow and learn from other members of the Finance Team, including exposure to bank reconciliation and monitoring processes

Other duties

•  Carry out general administrative tasks as required by the Senior Finance Officer or Director of Finance
• Support central team meetings, reports, and updates by preparing materials or taking notes if required
• Travel occasionally to schools within the trust to support training or audits (mileage reimbursed per trust policy)

• AAT Level 2
• Training will take place in the workplace and will be delivered weekly

• Possibility to continue onto Level 3 whislt working for the organisation
• Wider opportunities across education and the public sector generally