AAT Finance Apprenticeship
Welcome to the Affinity Group
Established in 1995, the Affinity Group comprises of professional services companies, offering expert accounting and tax support to small and medium sized businesses, and the provision of professional staff nationwide. Our team of over 80 employees, mostly based within our Ferndown head office, is excited to welcome new additions!
About the Role
This is an excellent opportunity for an enthusiastic Finance Apprentice looking to develop a career in finance while working alongside an experienced team. As part of your AAT Apprenticeship, you’ll gain hands-on experience across a range of finance activities, developing your Excel and analytical skills, learning how financial processes work in practice, and building confidence when communicating with both colleagues and clients.
You’ll be supported throughout your apprenticeship and given increasing responsibility as your knowledge, confidence and capability develop.
Previous finance experience is not essential. We are primarily looking for someone with the right attitude, eagerness to learn and genuine interest in developing their skills within a finance environment.
Key Responsibilities
As a Finance Apprentice, you will receive training and support while developing practical knowledge and skills in areas including:
- Excel and data analysis– using Excel to maintain financial information, analyse data, produce spreadsheets and support reporting.
- Account reconciliations – assisting with reconciliations, investigating differences and ensuring financial records are accurate and up to date.
- Financial reporting – supporting the preparation of regular reports, schedules and financial information for internal review.
- Payments – assisting with the processing and administration of payments, ensuring information is accurate and completed in line with internal procedures.
- Client correspondence – responding to routine client queries by email and providing clear, professional communication.
- Client calls – developing confidence in speaking with clients and assisting with finance-related queries where appropriate.
- Finance administration – maintaining accurate records, filing documentation and supporting the wider finance team with day-to-day activities.
- Team support – working collaboratively with colleagues and assisting with ad-hoc finance tasks and projects as required.
You will be supported by the finance team and given increasing responsibility as your knowledge, confidence and capability develop.
About You:
The ideal apprenticeship candidate will:
- Possess enthusiasm for learning and developing a career in finance.
- Communicate confidently and professionally.
- Demonstrate a high level of attention to detail and accuracy.
- Enjoy working within a dynamic and fast-paced environment.
- Articulate thoughts clearly, fostering strong communication within the team and with external stakeholders.
- Embrace a collaborative mindset, contributing to shared objectives whilst maintaining the ability to work independently where appropriate.
- Be reliable, proactive and willing to take ownership of their work.
What We Offer:
- 25 days holiday plus statutory Bank Holidays.
- Apprenticeship wage for the first year of your apprenticeship followed by National Living Wage for the remainder of your apprenticeship.
- The support required to drive your continuous professional growth, allowing you the opportunity to apply for a permanent position, benefitting from significant experience within the Company.
- Access to free financial advice.
- Duvet days, weekly breakfast and free pizza on the last Friday of the month!
- Company events, social gatherings, and staff incentives.
Job Types: Full-time, Apprenticeship
Pay: £15,080.00 per year
Benefits:
- Additional leave
- Company events
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Financial planning services
- Free parking
- On-site parking
- Referral programme
Ability to commute/relocate:
- Wimborne BH21 7SB: reliably commute or plan to relocate before starting work (required)
Work Location: In person
