Accounts Processing Officer Apprentice (Vision Independent Financial Planning Limited)

Accurate data in compliance with applicable legislation Assist with administration of receivable and payable processes Complete regulatory checks on cash transactions in and rectify issues within timeframe Assist with preparation of weekly/monthly cash postings Assist with preparation of ad hoc journal postings (e.g loan interest, adjustments) Assist with preparation of monthly finance packs for executive reporting Assist with given project work Complete all mandatory training issued by Vision or Rathbones within the deadlines Job swap with other teams in head office to gain a wider understanding of how Vision functions as a whole Attend all AAT sessions and complete exams working towards their AAT qualification Extra study time will be given where needed and time will be given for off the job learning Acts with the best interest of clients at all times

Training:

BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.

Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.



Training Outcome:

Plenty of opportunities for the applicant to grow within a role. There is a ladder system that every employee can climb which comes with added incentives and responsibilities.



Employer Description:
Vision Independent Financial Planning is a dynamic, established, financial advice network, founded and based in Cornwall. Founded 16 years as a small start-up we are now a nationally recognised Independent Network and a wholly owned subsidiary of Rathbones PLC. We pride ourselves on retaining a family culture despite the growth achieved. We believe our people are our biggest strength; we treat our people with care and respect, openly encouraging collaboration. Finding the right person is as important to us as their qualifications; we are providing comprehensive, hands-on training to ensure your success in this role. The ideal candidate will possess excellent interpersonal skills, strong organisational abilities, and possess a proactive nature.

Working Hours :
Monday to Friday. Shifts to be confirmed.

Skills:
Attention to detail,Organisation skills,Team working,Self motivated,Managing individual workload,Clear communicator,Adheres to vision values,Microsoft Excel,Technological proficiency,Time management skills,Willingness to learn


  • Location: Unit 6A Falmouth Business Park, Bickland Water Road Falmouth TR11 4SZ
  • Type: Permanent
  • Recruiter: BPP PROFESSIONAL EDUCATION LIMITED
  • Posted: 20-Jun-2025
  • Posted on: findapprenticeship.service.gov.uk