Financial Services Apprentice

Job overview

Applications are invited for a Financial Services Apprentice based within the finance department in Bolton. The successful applicant will work as a member of the Finance Department providing resilience for the Accounts Receivable, Accounts Payable, Treasury and Salary Sacrifice teams,

The post will involve undertaking the AAT qualification. You must be educated to at least GCSE level)

Main duties of the job

Checking invoice requests are completed correctly prior to processing & raising the associated invoices & credit notes promptly in accordance with the Trust’s Standing Financial Instructions & internal departmental procedures

Resolving customer queries in relation to invoices raised by the Trust in a polite & efficient manner

Discuss queries from staff, customers & suppliers where there may be problems with non-payment or other sensitive issues, including Limited contact with distressed suppliers

To assist with the prompt collection of monies relating to invoices raised to customers, referring to the Financial Services Manager for guidance

Provide effective administrative support to the trust’s Salary Sacrifice Schemes, including ensuring the Trust complies with HMRC & Treasury rules

Input and manipulate financial data into computer databases & spreadsheets, where speed and accuracy are essential

Checking supplier invoices and credit notes prior to payment, against order documentation and processing in a prompt manner in accordance with the Trust’s Standing Financial Instructions, internal procedures & Better Payments Practice Code

Complete complex calculations regarding payments & decide whether & how to pursue over/under payments

Resolving discrepancies relating to suppliers invoices, statements & orders in a polite and efficient manner

Receipt & banking of all cash/cheque payments received from external sources

Detailed job description and main responsibilities

Please ensure you have read the full Job Description and Person Specification before applying for this role.