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  • Finance Apprentice (Treasury) / Level 3 AAT

Finance Apprentice (Treasury) / Level 3 AAT

  • Temporary
  • Full time
  • Liverpool, United Kingdom
  • CST

Last day to apply: 22nd June 2026

Interview Date: 30th June 2026

Start Date: 20th July 2026

Registration Day with College: Unknown

Location: Liverpool City Centre

Essential Requirement: Must have completed AAT Level 2 or be awaiting results.


Finance Apprentice

Responsible to: Vicki Irving

Salary: £9.49 per hour (for a period of 12 months. After this, the hourly rate will increase to National Minimum Wage).

Weekly Working Hours/Study: 32.5 hours total - 24 hours at Options and 6 hours at college, all year round.

Contract Length: July 2026 – December 2027

Purpose

To assist the Financial Controller whilst developing the skills needed to achieve the Level 3 AAT qualification. The apprentice will be based in the Finance Department and will gain experience across a wide variety of tasks, including Treasury and Management Accounts.

Summary of Responsibilities and Duties

The Finance Apprentice will support the day-to-day activities of the Finance Department whilst working towards their Level 3 AAT qualification.

Key duties will include:

  • Completing regular bank reconciliations for a variety of accounts.

  • Processing credit card transactions and reconciliations.

  • Managing petty cash transactions, including month-end reconciliations.

  • Maintaining records to support management of grants.

  • Processing of fundraising transactions and ensuring supporting evidence is documented.

  • Carrying out data analysis and assisting with financial reports for management.

  • Assisting with the production of monthly management accounts through reviewing and analysing financial information.

  • Creating monthly financial reports for budget holders.

  • Using finance systems including SAGE 50 Accounts and Payroll, PASS and Factorial.

  • Working with the training provider to complete the Level 3 AAT qualification within agreed timescales.

  • Attending college and training sessions as required.

  • Being committed to Options' mission, vision and values.

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