Accounts Processing Officer Apprentice (Vision Independent Financial Planning Limited)

Government jobs, apprenticeship; Falmouth; On-site; GBP 15,000; Full time

Job summary

A leading company in financial planning is offering an apprenticeship as an Accounts Processing Officer. This role involves assisting with daily accounting tasks and gaining AAT qualifications while receiving comprehensive training and support. Successful candidates will have opportunities for growth and development within the company, ensuring a rewarding start to their financial careers.

Qualifications

• Essential qualifications in English and Maths at GCSE level.
• Relevant qualifications and industry experience can influence the apprenticeship adjustment.

Responsibilities

• Assist with administration of receivable and payable processes.
• Complete regulatory checks on cash transactions.
• Prepare monthly finance packs for executive reporting.

Skills

Attention to detail

Organisation skills

Team working

Self motivated

Clear communicator

Time management skills

Willingness to learn

Technological proficiency

Managing individual workload

Adheres to vision values

Education

GCSE English (A*-C/9-4 or equivalent)

GCSE Maths (A*-C/9-4 or equivalent)

Tools

Microsoft Excel

Job description

Accounts Processing Officer Apprentice (Vision Independent Financial Planning Limited)

Summary
The accounts processing officer is to support the accounts team leader with daily and weekly accounting functions, enabling accurate and timely reporting. This role is part of an AAT apprenticeship starting at AAT L3 and working up to a full qualification you will be required to attend all study sessions and complete all exams where applicable.

Wage
£15,000 a year

Check minimum wage rates (opens in new tab)

Training course Assistant accountant (level 3)

Hours Monday to Friday. Shifts to be confirmed.
37 hours 30 minutes a week

Start date
Monday 18 August 2025

Duration
1 year 6 months

Positions available
1

Work
Most of your apprenticeship is spent working. You'll learn on the job by getting hands-on experience.

What you'll do at work

• Accurate data in compliance with applicable legislation
• Assist with administration of receivable and payable processes
• Complete regulatory checks on cash transactions in and rectify issues within timeframe
• Assist with preparation of weekly/monthly cash postings
• Assist with preparation of ad hoc journal postings (e.g loan interest, adjustments)
• Assist with preparation of monthly finance packs for executive reporting
• Assist with given project work
• Complete all mandatory training issued by Vision or Rathbones within the deadlines
• Job swap with other teams in head office to gain a wider understanding of how Vision functions as a whole
• Attend all AAT sessions and complete exams working towards their AAT qualification
• Extra study time will be given where needed and time will be given for off the job learning
• Acts with the best interest of clients at all times

Where you'll work

Unit 6A
Falmouth Business Park, Bickland Water Road
Falmouth
TR11 4SZ
Training
Apprenticeships include time away from working for specialist training. You'll study to gain professional knowledge and skills.

College or training organisation

BPP PROFESSIONAL EDUCATION LIMITED

Your training course

Assistant accountant (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn
Course contents

• Assist with the investigation and response to financial information queries.
• Record and analyse financial data using the organisation's standard tools and processes.
• Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
• Assist with production of accurate financial information for the preparation of accounts.
• Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
• Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
• Develop and maintain effective working relationships with stakeholders.
• Communicate financial information in a way that non-finance stakeholders can interpret and understand.
• Utilise digital skills to present key financial information using finance and accounting software and applications.
• Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
• Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
• Assist with the investigation and response to financial information queries.
• Record and analyse financial data using the organisation's standard tools and processes.
• Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
• Assist with production of accurate financial information for the preparation of accounts.
• Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
• Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
• Develop and maintain effective working relationships with stakeholders.
• Communicate financial information in a way that non-finance stakeholders can interpret and understand.
• Utilise digital skills to present key financial information using finance and accounting software and applications.
• Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
• Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.

Your training plan

BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we've purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.

Requirements
Essential qualifications

GCSE in:
GCSE's English and Maths (grade (A*-C/9-4 or equivalent))
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

• Attention to detail
• Organisation skills
• Team working
• Self motivated
• Managing individual workload
• Clear communicator
• Adheres to vision values
• Microsoft Excel
• Technological proficiency
• Time management skills
• Willingness to learn

About this company
Vision Independent Financial Planning is a dynamic, established, financial advice network, founded and based in Cornwall. Founded 16 years as a small start-up we are now a nationally recognised Independent Network and a wholly owned subsidiary of Rathbones PLC. We pride ourselves on retaining a family culture despite the growth achieved. We believe our people are our biggest strength; we treat our people with care and respect, openly encouraging collaboration. Finding the right person is as important to us as their qualifications; we are providing comprehensive, hands-on training to ensure your success in this role. The ideal candidate will possess excellent interpersonal skills, strong organisational abilities, and possess a proactive nature.
After this apprenticeship

Plenty of opportunities for the applicant to grow within a role. There is a ladder system that every employee can climb which comes with added incentives and responsibilities.

Ask a question
The contact for this apprenticeship is:

BPP PROFESSIONAL EDUCATION LIMITED

Zakiyah Arif

[e-mail]

01133500333

The reference code for this apprenticeship is VAC1000326165.
Apply now
Closes in 11 days (Sunday 6 July 2025)

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