Accounts / Finance Assistant Level 2 Apprentice

J.P. MORGAN; Whitstable; On-site; GBP 14,000 - 17,000; Full time

Job summary

A dynamic Block and Estate Managing Agent offers an opportunity for a Level 2 Accounts / Finance Assistant Apprentice in Whitstable. This role emphasizes hands-on training in account management, client relations, and supports personal and professional growth within a friendly team. Ideal candidates will possess strong numerical skills, attention to detail, and a proactive attitude towards learning. With a competitive salary and benefits, this apprenticeship is an excellent first step into the finance sector.

Benefits

20 days of annual leave plus bank holidays

Company pension scheme

Career progression opportunities

Qualifications

• Passionate about numbers and problem solving.
• Confident in client-facing situations and communications.
• Eager to learn and adaptable to change.

Responsibilities

• Creating and managing budgets for clients.
• Recording and reconciling receipts.
• Handling client communications regarding finance.

Skills

Attention to detail

Strong verbal communication skills

Problem solving

Organisational skills

Education

GCSEs in English and Mathematics at Grade 4 or higher

Job description

Accounts / Finance Assistant Level 2 Apprentice

Are you passionate about accounting and looking to kickstart your career in a dynamic and supportive environment?

Our client, a rapidly expanding Block and Estate Managing Agent, is thrilled to offer an exciting opportunity for an enthusiastic and client-focused individual to join their team as an Accounts / Finance Apprentice. With their foundations built on excellent customer service and integrity, they are committed to delivering the high standards their clients expect. Join them and be part of a friendly, approachable team that values transparency and professional growth.

You can expect your day-to-day training to include:

• Creating, uploading, and seeking approval for annual budgets for each client.
• Raising and distributing service charge demands.
• Recording and reconciling all receipts.
• Following company protocols to contact owners and recover debts.
• Paying supplier invoices.
• Data entry and coding of supplier invoices.
• Responding to general finance and accounting enquiries via phone and email.
• Preparing information for external accountants to produce annual service charge accounts.
• Assisting with statutory notices as required, including Section 20b.

Ideal Candidate Requirements:

• A passion for numbers and problem solving.
• Attention to detail.
• Polite and respectful, with strong verbal and written communication skills.
• Confident in client-facing situations and handling phone calls and emails.
• Positive and proactive 'can-do' attitude.
• Eager to learn, self-motivated, and adaptable to changes.
• Detail-oriented with excellent organisational skills, capable of meeting deadlines.
• Must have achieved English and Mathematics GCSEs at Grade 4 or higher.

Benefits on offer:

• 37.5 hours per week with a competitive salary of £14,750 per annum.
• Up to 20 days of annual leave plus bank holidays, and a day off for your birthday.
• Company pension scheme to prepare for your future.
• Opportunities for personal and professional growth within a supportive team.
• Potential to progress into a permanent Accounts Assistant role and beyond upon successful completion of your apprenticeship.

Training: You will undertake a Level 2 Accounts / Finance Assistant Apprenticeship which will take between 15 - 17 months.

If you're ready to take the next step in your career as an Accounts / Finance Apprentice, our client wants to hear from you! Please send your CV today.