Apprentice Finance Assistant

The main key tasks of the role are as follows:

Maintain Filing Systems Data Entry Answer the telephone and take messages as required Undertake general office tasks e.g. photocopying, post in and out
Arrange meetings (book room, lunch etc.) To prepare paperwork/budgets for meetings and take / produce minutes as required

Finance tasks:

Input data into Excel as required Record and input staff travel/expenses sheets as required Code and input invoices onto Sage / Xero (Purchase Ledger)
Record payment methods and file paid invoices Input sales information onto Sage / Xero and produce invoices (Sales Ledger) Generate reports as required Reconcile petty cash accounts for the organisation Monitor utilities use for the organisation Deal with first level enquires for finance related matters Assist Business and Finance Manager and Finance Senior during Audit process Assist Business and Finance Manager and Finance Senior in the review or implementation of policies and / or procedures as required

Training:
Assistant Accountant Standard- Level 3 AAT Level 3 Diploma in Accounting On the job training to support job role Off the job training (plus college attendance) to support qualification requirements Employer to offer dedicated training time to support off-the-job training requirements Functional Skills support- (maths/English)- if required

Training Outcome:
Upon successful completion of the Apprenticeship, the candidate will become a valued member of the team, with opportunities to progress and develop in the company

Employer Description:
Colebrook was established in 1983 to offer housing and support to people moving out from Moorhaven and other long stay mental health institutions. We took our name from our first housing support project, which was based in Colebrook, Plympton. Over the last 40 years , Colebrook has expanded and diversified to deliver a wide range of different services including: - Community based support services - A wide range of supported accommodation projects - Work with Learning Disabilities and complex needs - Well being Hub in St Budeaux and Barne Barton - Plymouth Local Improvement Network (LINk) shaping health care and social care, now superseded by Healthwatch Plymouth - A mental health user and carer network (PIPS) now superseded by Heads Count. Many of these services form the basis of the work we do today.

Working Hours :
11.00am– 5.00pm Monday- Thursday & 10.30am- 4.30pm on a Friday so a total of 30 hours.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience


  • Location:
  • Type: Permanent
  • Recruiter: FOCUS TRAINING (SW) LIMITED
  • Posted: 10-Mar-2026
  • Posted on: findapprenticeship.service.gov.uk