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Finance Operations Officer Apprentice

Charities Aid Foundation

Kings Hill

On-site

GBP 20,000 - 25,000

Full time

17 days ago

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Job summary

A leading charity organization is seeking a Finance Operations Officer Apprentice to assist with donation processing and Gift Aid claims. The ideal candidate will have strong communication skills, attention to detail, and a GCSE in English and Maths. This role offers a diverse environment and opportunities for career growth over an 18-month apprenticeship, with a hybrid working framework and various employee benefits.

Benefits

Six weeks holiday plus bank holidays
Pension scheme with employer contributions
Development opportunities
Social impact benefit schemes

Responsibilities

  • Apply receipts to donors' accounts accurately and timely.
  • Monitor receipts and identify potential risks.
  • Prepare and submit Gift Aid claims to HMRC.
  • Reconcile and process Gift Aid receipts from HMRC.
  • Respond to queries from stakeholders.
  • Carry out filing and scanning in line with GDPR.

Skills

Strong communication skills
Attention to detail
Good IT skills
Strong organizational skills
Customer-focused approach
Problem-solving skills
Team-working skills
Analytical thinking

Education

GCSE in English (Grade 4 or higher)
GCSE in Maths (Grade 5 or higher)
A Level or equivalent in Maths or finance (Grade C)
Job description

At CAF, every one of us contributes to our impact, and as our Finance Operations Officer Apprentice you too will play an integral part in what we do. This is a great chance to kick‑start your career in finance while working towards a Level 3 Business Administrator apprenticeship. You'll gain hands‑on experience in a busy finance environment, learn from experienced professionals, and develop the skills and confidence to grow in your career. Working as part of the Finance Team, your role will involve working to the Anti Money Laundering Regulations to process donations and Gift Aid claims, working accurately and in line with timelines and compliance protocols.

Responsibilities
  • Apply receipts to donors' accounts in an accurate and timely manner
  • Monitor receipts in line with rules and regulations and identify potential risks for further investigation
  • Monitor transactions and resolve anomalies
  • Prepare and submit Gift Aid claims to HMRC, checking that they are accurate and up to date
  • Reconcile and process Gift Aid receipts from HMRC
  • Respond to queries from internal and external stakeholders
  • Carry out filing and scanning accurately and in a timely manner, in line with GDPR regulations
  • Contribute to improving practices within the team
  • Maintain up to date information and awareness of policies and procedures
Who you’ll be

This role is for you if you're enthusiastic, keen to learn, and interested in how finance supports CAF's mission to make money "make a difference for the greater good".

  • Strong communication skills with the ability to interact professionally with colleagues and stakeholders
  • Excellent attention to detail and accuracy when handling numbers and data
  • Good IT skills and confidence using computer systems
  • Strong organisational skills and the ability to manage your time effectively
  • A customer‑focused approach with patience and a non‑judgmental attitude
  • Problem‑solving skills and the ability to use your initiative
  • Team‑working skills and a willingness to support colleagues
  • Analytical and logical thinking abilities
  • GCSE or equivalent English (Grade 4 or higher) essential
  • GCSE or equivalent Maths (Grade 5 or higher) essential
Desired qualifications

A Level or equivalent in Maths or other finance‑related subject (Grade C).

Eligibility Criteria for an Apprenticeship in England
  • You must live in England and have the right to work in the UK
  • You must have been ordinarily resident in the UK for at least the past three years before starting the apprenticeship
  • You must not already hold an equivalent or higher qualification in the same subject area

At Charities Aid Foundation we accelerate social progress by providing essential connections between donors, charities and communities. We safeguard and deliver vital donations, offer expert advisory services and financial products to donors and charities, and provide tailored charity banking through our award‑winning bank CAF Bank. Our purpose is to enable a better landscape for giving and a fair and sustainable future for all.

Diversity and inclusion

We know that the more diverse and inclusive our organisation becomes, the more creative, effective and impactful we will be. Our aim is for our workforce to represent the society we serve, and we have embarked upon an ambitious pathway to achieve this. We want to attract, retain and develop the best of talent at all levels, and provide a leading and great place to work, where every voice matters.

Apprenticeship duration: Approximately 18 months, or sooner should the apprenticeship be finalised before the 18‑month duration.

Working hours: 35 hours per week, Monday – Friday, 9am to 5pm. Start date: 5 January 2026.

What's in it for you
  • Permanent hybrid ways of working where roles allow
  • Six weeks holiday plus bank holidays
  • A wide range of development opportunities to support personal and professional growth
  • Pension scheme with better‑than‑market employer contribution options
  • Social impact benefit schemes
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