At a Glance
- Tasks: Assist with invoicing, bank payments, and general admin in a dynamic finance team.
- Company: Join a friendly Chartered Financial Planning Firm in Northampton.
- Benefits: Gain AAT Level 3 qualification and potential for a full-time role after apprenticeship.
- Other info: Flexible working hours and a supportive environment for personal growth.
- Why this job: Kickstart your finance career with hands-on experience and support from a dedicated team.
- Qualifications: GCSEs in English and Maths required; strong communication and IT skills preferred.
The predicted salary is between 35000 - 45000 £ per year.
My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. Working in a small office environment for a growing business, this is an exciting and varied role working within the accounts department to support and assist the accounts team across a broad range of accounting and administration duties. They are now looking for an apprentice to join their friendly team in Northampton.
What You'll Do:
- 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 may be 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 Off's AAT Level 3 qualification.
Training Outcome:
Possible full time permanent position upon completion of the apprenticeship.
Skills Required:
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non-judgemental
Qualifications:
- Essential - GCSE - English - 4/C
- Essential - GCSE - Maths - 4/C
Course Information:
- Course: Assistant accountant (level 3)
- Level: 3
- Route: Legal, finance and accounting
- Apprenticeship Level: Advanced
Working Arrangements:
- Working Week: Monday - Friday, 09:00 - 17:30 with 1 hour for lunch.
- Expected Duration: 1 Year 6 Months
- Training Provider: STARTING OFF LIMITED
Finance Assistant Apprentice employer: OCM Wealth Management Ltd
Join a dynamic Chartered Financial Planning Firm in Northampton, where you'll thrive in a supportive and friendly office environment. As a Finance Assistant Apprentice, you'll gain invaluable experience while contributing to a variety of accounting tasks, all backed by opportunities for professional growth and the potential for a permanent position upon completion of your apprenticeship. Enjoy a culture that values teamwork, attention to detail, and proactive problem-solving, making it an excellent place to kickstart your career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Assistant Apprentice
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like OCM Wealth Management Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Finance Assistant Apprentice
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to OCM Wealth Management Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on OCM Wealth Management Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at OCM Wealth Management Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with OCM Wealth Management Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at OCM Wealth Management Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former OCM Wealth Management Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
