Personal banking representative Work, Jobs in Chester (with Salaries)

Accounts Apprentice (AAT Level 3)
Genetix Limited —Liverpool
- £24,000 - £25,000 a year
- Full-time
- Microsoft Excel
- Accounting
- QuickBooks
Quick apply

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Accounts Apprentice (AAT Level 3)

Genetix Limited
Liverpool

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Job details

Permanent | Full-time | Apprenticeship
£24,000 - £25,000 a year

Qualifications

Sage
Microsoft Excel
Accounting software
Xero
Accounting
QuickBooks
Account management
Bookkeeping
Communication skills
AAT

Full job description

Job Description:

Role: Accounts Apprentice (AAT Level 3)
Location: Liverpool City Centre
Salary: National Minimum Wage (age/applicable rate)
Hours: Full-time (37.5 hours per week)

About us

Genetix Ltd is positioned at the intersection of science, law, and public health, we deliver trusted, scientifically verified evidence on the health risks of mould and damp in UK homes. Our expert reports – grounded in advanced gene sequencing and benchmarked against global standards – support legislation like Awaab’s Law by offering the Courts and housing professionals definitive clarity on whether a property is fit for human habitation. Our Liverpool base is the administrative hub with partnering laboratories in Nottingham and agents conducting testing nationwide.

Role Overview

We are seeking an organised, professional and proactive Accounts Assistant to join our finance team while completing an AAT Level 3 apprenticeship.
The primary focus of the role will be debtor management and credit control, including engaging with solicitors and legal firms who are clients of the business. The successful candidate will be responsible for monitoring outstanding balances, following up overdue accounts, resolving client queries and helping to ensure that payments are received within agreed terms.
The role will also include responsibility for supporting the business’s payment-management processes, including preparing and loading approved payments for authorisation.
This is an excellent opportunity for someone looking to develop a career in finance while gaining practical experience in credit control, client account management and payment administration.

Key Responsibilities

Debtor Collections and Client Account Management

Monitor client accounts and maintain accurate debtor records.
Review aged debtor reports and identify outstanding balances requiring follow-up.
Contact solicitors, legal firms and other client representatives by telephone and email regarding outstanding invoices.
Build professional working relationships with solicitors, client finance teams and relevant case contacts.
Obtain updates on invoice approval, case progression, settlement status and expected payment dates.
Follow up outstanding invoices in a professional, consistent and timely manner.
Issue client statements, invoice copies and supporting documentation when required.
Record collection notes, payment commitments, disputes and client correspondence accurately.
Maintain a clear schedule of agreed payment dates and follow up where commitments are not met.
Escalate significantly overdue balances, unresolved disputes or payment concerns to the Head of Finance.
Support the preparation of debtor collection reports and cash-receipt forecasts.

Resolving Client Queries

Act as a key point of contact for client queries relating to invoices, statements and outstanding balances.
Investigate and resolve invoice and payment queries promptly.
Liaise with internal departments to obtain information or supporting documentation required by clients.
Provide clients with invoice copies, purchase order references, case information and other relevant documentation.
Identify discrepancies or disputes that may be delaying payment.
Ensure that disputed invoices are followed through to resolution.
Maintain accurate records of queries, actions taken and agreed outcomes.
Escalate complex or unresolved matters to the Head of Finance where appropriate.
Ensure that clients receive clear, professional and timely responses.

Payment Management

Assist with the preparation and administration of business payments.
Review payment requests to ensure that the required supporting documentation and approvals are in place.
Prepare and load approved payments onto the banking platform for review and authorisation.
Maintain accurate payment schedules and monitor upcoming payment deadlines.
Liaise with relevant internal contacts regarding missing approvals or supporting information.
Ensure that payment information is entered accurately.
Maintain appropriate records and supporting documentation for all payments.
Assist with responding to queries regarding the timing and status of payments.
Follow the company’s payment approval procedures and internal controls.
Maintain confidentiality when handling banking and payment information.

Person Specification

Essential

Completed AAT Level 2 (Foundation Certificate in Accounting)
Minimum 1 year accounting or finance experience
A genuine interest in developing a career in finance.
Strong attention to detail and accuracy
Good working knowledge of Microsoft Excel
Ability to manage workload and meet deadlines
Strong communication skills

Desirable

Experience working in an SME environment
Familiarity with accounting software (Xero, Sage, QuickBooks)
Basic understanding of bookkeeping principles

Personal Attributes

Proactive and willing to take ownership of tasks
A genuine interest in developing a career in finance
Reliable and professional
Positive attitude with a willingness to learn
Comfortable working in a small team where roles can be varied

Salary & Benefits

Paid in line with National Minimum Wage (age dependent)
Study support for AAT Level 3
Opportunity for progression within the business
Practical, hands-on experience across all areas of finance

Work Location: In person

Pay: £24,000.00-£25,000.00 per year

Work Location: In person

Quick apply

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Accounts Apprentice (AAT Level 3)

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