Finance Assistant Apprentice

Cash recording - Counting of cash and recording within accountancy software

ParentMail Administration - Manage the school’s ParentMail system, ensuring accurate setup of payment items, monitoring incoming
payments, resolving queries, and maintaining up-to-date records

Biostore Management - Oversee transactions processed through Biostore, reconcile income received, and proactively communicate
with parents regarding overdue or overdrawn balances.
Catering Income Reporting – Produce and distribute daily catering takings reports, ensuring all income is accurately recorded and
reconciled.
Student File Maintenance – Maintain and update student financial and administrative records, ensuring accuracy and compliance with
data protection requirements.
Credit Card Purchasing – Place authorised orders using the school credit card, ensuring compliance with procurement procedures and
timely reconciliation of statements.
Online Purchasing (Amazon and Other Suppliers) – Process purchases via Amazon and other approved suppliers, ensuring value for money and appropriate authorisation.
Purchase Ledger Support – Assist with purchase ledger processes, including resolving supplier queries and reviewing creditor balances.
Purchase Order Processing – Raise official purchase orders via Lightyear, monitor outstanding (O/S) orders, and follow up on
discrepancies or delays.
Petty Cash Management – Record, reconcile, and manage petty cash transactions in line with internal financial controls.
Travel Bookings – Arrange train travel via Trainline, ensuring cost-effectiveness and accurate record keeping.
Procurement Research – Conduct supplier and pricing research to secure best value purchasing in accordance with school financial
regulations.
Finance Team Cover – Provide administrative support and cover for Credit Control and Purchase Ledger functions during periods of
annual leave.
Undertake any other reasonable duties as required by the Finance Manager.
Development Responsibility (to be introduced as the role progresses):
Bank Reconciliation – Assist with monthly bank reconciliations, ensuring all transactions are accurately recorded and discrepancies
investigated.
Journal Posting – Post accounting journals accurately within the finance system.
Nominal Ledger Variance Investigation – Under supervision, investigate variances within nominal ledger codes and support corrective actions where required.
Cashflow Forecasting – Maintain accurate cash records and support short-term cashflow forecasting to assist with financial planning.

Training:
Throughout the programme, apprentices will also have access to tailored on demand content, 121 coaching from a designated skills coach and a variety of learning collateral to support the apprentice journey Blended delivery model with virtual classrooms on a frequent basis, along with one-to-one support Reviews will take place every 4-6 weeks to monitor progress and formals being every 10-12 weeks with the employer and coach as part of a tri-party process

Training Outcome:

A Level 2 Accounts & Finance Assistant apprenticeship can lead to the following careers:

Accounts Assistant, Finance Assistant, Bookkeeping Assistant, Junior Bookkeeper, Purchase Ledger Clerk, Sales Ledger Clerk, Accounts Payable/Receivable Assistant, Finance Administrator, Payroll Assistant

Employer Description:

As the leading Independent school in the city we enjoy an
outstanding reputation and put the wellbeing of our staff
and students at the heart of everything we do.
Wolverhampton Grammar School was founded in 1512 by
Sir Stephen Jenyns to provide a “good, moral education” for
the children of Wolverhampton.
Although that same impulse motivates us today, children
now join our School community from across
Wolverhampton, Staffordshire, Shropshire and the wider
West Midlands region.
We partner with a range of local and national organisations
to deliver a rigorous education both within the classroom
and outside the School. These associations include the
prestigious Merchant Taylors’ Company where our founder
was twice elected Master.

Working Hours :
Monday to Friday (including 7.5 hours for college work) Shifts to be confirmed.

Skills:
Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Initiative