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Finance Assistant Apprentice

Ocm Wealth Management LTD · Northampton · posted 27 July 2026

Wage
£16,640 a year
Hours
40 hours a week
Duration
1 Year 6 Months
Level
Advanced (Level 3)
Standard
Assistant accountant (level 3)
Starts
11 October 2026
Closing date
27 September 2026
Positions
1

Apply on the official government service →No Apprentice League account needed — we never gate applications.

  • Posting invoices, credit notes, bank payments and receipts on QuickBooks
  • Checking and reconciling supplier statements and resolving any queries
  • Recording commission received onto clients’ accounts on Intelligent Office
  • Chasing outstanding commissions with providers
  • Corresponding with HMRC to resolve client related queries
  • Assisting with the preparation of self-assessment tax returns
  • Liaising with other departments to achieve accounts department objectives
  • Supporting the accounts department with ad-hoc administration when required
  • Filing and general admin

This is by no means an exhaustive list and maybe subject to change to suit the needs of the business.

Personal Specification:

  • Excellent attention to detail
  • Good communication skills, both written and verbal
  • Computer literate (Word, Excel, Outlook)
  • An outgoing personality
  • A flexible work approach
  • Effective time management and organisational skills (able to prioritise)
  • Self-Starter, proactive, able to work independently with minimal direction, able to maintain confidentiality and handle matters discreetly

This role will be supported by Starting Offs AAT Level 3 qualification.  

Your training

  • AAT Level 3
  • Remote training delivery
  • One file
  • VLE
  • 6 hours of dedicated training time every week

Where it leads

  • Possible full time permanent position upon completion of the apprenticeship

About Ocm Wealth Management LTD

My client is a Chartered Financial Planning Firm with a Discretionary Asset Management and Tax planning arm. Working in a small office environment for a growing business, this is an exciting and varied role working within the accounts department to support and assist the accounts team across a broad range of accounting and administration duties. They are now looking for an apprentice to join their friendly team in Northampton.

Skills they're looking for

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsPresentation skillsAdministrative skillsNumber skillsAnalytical skillsLogicalTeam workingCreativeInitiativeNon judgemental

Entry requirements

  • GCSE English (grade 4/C) — essential
  • GCSE Maths (grade 4/c) — essential

Where you'll work

  • OLD BEDFORD ROAD, NORTHAMPTON, NN4 7AA

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