AAT Finance Associate Apprenticeship
Bright Beany Accounting · Nottingham
- Support the delivery of bookkeeping, management accounts, payroll, VAT, annual accounts, tax and company secretarial services for a portfolio of clients.
- Process financial transactions, maintain accurate accounting records and complete routine reconciliations using systems such as Xero and Dext.
- Gather, organise and check client information and supporting documents, identifying missing or unusual items.
- Assist with the preparation of reports, working papers, returns and statutory filings under appropriate supervision.
- Support client onboarding, administration and other projects as required.
- Take increasing ownership of tasks as your knowledge, confidence and competence develop.Client Service and Communication
- Communicate professionally with clients and colleagues by email, telephone and video call.
- Request information, follow up outstanding queries and provide clear progress updates.
- Build positive working relationships and represent Bright Beany’s values in every interaction.
- Recognise when a matter requires further guidance and raise questions, errors or concerns promptly.
- Handle client, payroll and business information accurately, professionally and confidentially.Training and Professional Development
- Study towards the agreed AAT qualification and complete all required training, assessments and examinations.
- Attend scheduled learning sessions, progress reviews and internal training.
- Apply knowledge gained through your studies to practical client work.
- Manage your workload and study commitments responsibly, meeting agreed deadlines.
- Act on feedback, take responsibility for your development and contribute to continuous improvement across the firm.
Perks & benefits
Skills required
- Good numeracy skills and confidence working with financial information.
- Clear and professional written and verbal communication skills.
- Good organisation and the ability to manage work, study and agreed deadlines.
- A practical approach to problem-solving and investigating discrepancies.
- Openness to feedback and a willingness to continually learn and improve.
Qualifications required
- Grade 5 GCSE (or equivalent) in Maths and English
Training you'll get
This Level 3 programme builds on the foundations for entrylevel talent to support growth within an Accountancy and Finance function.
Employees on this apprenticeship will ensure an Accountancyand Finance practice performs in the most effective way. It includes the AATLevel 3 Diploma in Accounting and provides the opportunity for them to supportthe business with essential skills and behaviours to drive results.
You will learn how to prepare financial statements for SoleTraders and Partnerships, the importance of management accounting information,and how to prepare VAT returns. You’ll develop the technical skills to start,or progress, your career in accountancy and this will allow you to continuewith your studies onto Level 4.
To pass this level you will need to study the following fourunits:
- Financial Accounting; Preparing Financial Statements (FAPS).
- Management Accounting Techniques (MATS).
- Tax Processes for Business (TPFB).
- Business Awareness (BUAW).
Future prospects
- The apprentice will gain broad practical experience across a range of accounting and finance services while working towards their AAT qualification.
- As their knowledge, confidence and competence develop, they will be given greater responsibility and increased ownership of client work.
- An apprentice starting at AAT Level 3 will have the opportunity to progress to AAT Level 4, subject to successful completion, performance and business requirements.
The essentials
Hours, commitment and the dates that matter.
Training provider
Delivers the training for this role and manages your application.
