Role Type: Apprenticeship
Study Support: Level 3 Business Administrator or similar, dependent on chosen provider
Progression Pathway: Client Services Administrator following completion of Apprenticeships and achievement of internal role objectives
Salary: Salary shown is apprentice salary for Year 1. This will increase to minimum wage following completion of first year.
Role Overview
We are looking for an enthusiastic and organised Practice Administrator Apprentice to join our friendly and growing accountancy practice. This is an excellent opportunity to develop a wide range of business administration skills while playing an important role in supporting our team and delivering an outstanding experience for our clients. As the first point of contact for many clients, you'll help keep our office running smoothly by managing day-to-day administrative tasks, coordinating client communications and supporting our accountants with the essential behind-the-scenes work that allows them to focus on delivering expert advice. If you're proactive, eager to learn and enjoy being organised, we want to hear from you.
What you’ll learn
This isn't just a standard admin role, it's an opportunity to become an integral part of a modern accountancy practice. You'll learn how a successful professional services business operates, develop valuable business and customer service skills, and gain hands-on experience supporting our accountants and clients. With structured training via an apprenticeship, mentoring and plenty of opportunities to grow, you'll build a strong foundation for a long-term career in business administration, practice management, and company secretarial duties.
Core Responsibilities
Reception
- Answer incoming telephone calls and direct them appropriately
- Welcome clients and visitors to the office
- Managing meeting rooms and arrange refreshments for client meetings
- Handle incoming and outgoing post
Client Administration
- Set up new client records
- Chase unsigned engagement letters
- Maintain client contact information and update client records when details change
- Maintain client files (physical and electronic)
Document Management
- Upload documents received from clients
- Organise documents within the drive
- Scan and index paperwork
- Prepare files for accountants before meetings
Client Communication
- Send standard emails requesting records
- Chase missing information for accounts and tax returns
- Send reminders for deadlines
- Manage Year End Database
- Update to clients following agreed communication to client workflow
- Respond to routine administrative enquiries
Practice Management Support
- Monitor shared inboxes.
- Allocate administrative emails.
- Record client correspondence.
Companies House & HMRC Administration
- Download HMRC correspondence
- Upload HMRC notices to client files
- Monitor government gateway post
- Chase missing authorisations
Tax Return & Accounts Administration
- Chase signed accounts and tax returns.
- Upload signed documents to client files
Office Administration
- Order office supplies.
- Keep communal areas organised.
- Manage printer supplies.
- Maintain filing systems.
- Coordinate shredding and confidential waste.
Benefits
- Flexible start and finish time policy
- 28 days holiday (including bank holiday)
- Death in Service Cash Plan
- Access to benefits platform Perkbox with exclusive discounts and offers
- Monthly reward points
- Internal reward programme
- Study support via an apprenticeship
- Mentor and Buddy Scheme
- Annual Leave increases per year
- Free Parking
Pay: From £8.00 per hour
Benefits:
- Company events
- Company pension
- Employee discount
- Employee mentoring programme
- Flexitime
- Free parking
- Health & wellbeing programme
- On-site parking
- Referral programme
Work Location: In person
