Apprentice Accounts Assistant

Succession Wealth is a Nationwide Wealth Management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve their financial goals. Due to growth within the Finance Department, we are now offering a fantastic opportunity for an Apprentice Accounts Assistant to join the team.

The role of the Apprentice Accounts Assistant will be to efficiently and effectively record purchase ledger, sales ledger and cash book transactions. The role holder will review staff expense claims and ensure they are in line with the company expenses policy.  They will also be required to maintain analysis and perform reconciliations, bringing to the attention of the line manager any matters requiring management action.

The successful applicant will need to be proficient in all Microsoft office programmes including word and Excel, have excellent attention to detail to ensure that all expenses and other claims are processed accurately and be a good communicator.

As this is an Apprenticeship role, the role holder will receive support from a recognised Apprenticeship provider, time off for study and on the job training to allow them to successfully complete their qualification.

This is a fantastic opportunity for someone who wishes to pursue a career in finance and develop their knowledge and skills whilst being supported by an organisation which is committed to developing and supporting all our employees.

But it’s not just what you bring to us….

You will receive a competitive salary and benefits package including pension scheme, the opportunity for flexible working to ensure a greater work life balance, access to our Employee Assistance Programme, Death in Service Benefit and contributions towards relevant exams. In addition, we offer opportunities for career progression to match your career aims and ambitions.

To be successful in this role, candidates must…

  • Have a willingness to learn
  • Be highly motivated and keen to progress
  • Have strong organisational skills
  • Have excellent communication and interpersonal skills
  • Show the ability to demonstrate our vision and values: Client Focus, Long-Term and Sustainable, Efficiency, Integrity, Nimble, Team Working.

if you wish to discuss this vacancy, please contact Charlotte Evans on

Or click here to complete an online application form