Finance Assistant Apprentice A J WHEELER LIMITED

As a Finance Assistant Apprentice you will be responsible for providing support to clients, attending client meetings and processes accounts details. Your duties can include some or all of the following:

• Producing and finalising accounts for service charge accounts, to be reviewed by the team supervisor before being sent to any client


• Preparation of traditional accounts for review by the Accounting Team Manager


• Preparation of self assessment tax returns to be reviewed by the Tax Compliance Manager


• Bookkeeping services where required


• Using IRIS correctly so job progress reporting is readily available to all staff members. Including updating workflow spreadsheet


• Picking up service charge accounts jobs without being prompted. Should there be a shortage of service charge jobs, you should speak to Dylan who will provide you with work


• Production of files to ensure compliance is met


• Attending client meetings to provide accounts support


• Answering incoming calls from clients and making outgoing telephone calls to clients


• Providing email support to clients where required, remaining professional at all times and answering within 2 working days


• Providing support to your team where required on a daily basis


• Ad hoc administration which is a direct result of accounts you produce. For example, requesting a letter or engagement, letter of representation or invoice to complete an accounts job


• Attending training courses to support your job role, completing the professional development hours required annually


• General office housekeeping, including making hot or cold drinks for staff and clients
  
  Do you have good communication and organisational skills? Are you motivated with good attention to detail? If you are looking to develop your knowledge within the finance sector, and utilise your current skills, this is the role for you as AJ Wheeler is looking to recruit a Finance Assistant Apprentice to support their finance team., Please note, to be considered for this opportunity you must already have the AAT Level 2 qualification., IT skills, Problem solving skills, Analytical skills, Good communication skills, MS Office skills, Eager to learn, Shows initiative, Can take advice, Open to constructive criticism, Task orientated, Happy to seek help, Use accounting software, GCSE or equivalent English (Grade C/4) Essential

GCSE or equivalent Maths (Grade C/4) Essential
BTEC or equivalent AAT (Grade Level 2) Essential

At A.J.Wheeler, we're passionate about working with small businesses. We understand how hard it can be to grow your business without the right people on your side. A J Wheeler was founded in August 2012 by Peter Hewett FCCA, a former partner of a top 30 accounting firm and former acting Finance Director to a national chain of property management agents. All of our experienced team members have 5-10 years experience in their specialist fields which they use to provide the highest quality of service. We provide business accounting services to small and medium sized businesses throughout Hampshire, the UK and overseas.

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

• training


• qualifications, like an NVQ in a relevant field


• industry or sector experience