Finance Apprentice (Treasury) / Level 3 AAT

Company: Options Technology
Apply for the Finance Apprentice (Treasury) / Level 3 AAT
Location: Liverpool
Job Description:

Overview

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

  • 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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Posted: June 7th, 2026