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AAT Finance Associate Apprenticeship
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Looking to build a long-term career in Accountancy? Look no further!
Kick-start your career today with a Level 3 AAT Apprenticeship with Bright Beany in partnership with Kaplan. Gain valuable hands-on workplace experience while working towards a recognised qualification.
Wage: £15,600 a year
Training course: Assistant accountant (level 3)
Hours: 37 hours 30 minutes a week
Start date: Tuesday 1 September 2026
Duration: 1 year 6 months
Positions available: 1
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you'll do at work
This is an exciting opportunity for someone who wants to begin or develop a career in professional finance and accounting while working towards an AAT qualification. As a Finance Associate Apprentice, you will support the delivery of a wide range of accounting and finance services to a portfolio of small business clients. You will gain practical experience across bookkeeping, VAT, payroll, management accounts, annual accounts, tax and company secretarial work, under the guidance of our directors and experienced team members.
- Client Accounting Support
- Support the delivery of bookkeeping, management accounts, payroll, VAT, annual accounts, tax and company secretarial services for a portfolio of clients
- Process financial transactions, maintain accurate accounting records and complete routine reconciliations using systems such as Xero and Dext
- Gather, organise and check client information and supporting documents, identifying missing or unusual items
- Assist with the preparation of reports, working papers, returns and statutory filings under appropriate supervision
- Support client onboarding, administration and other projects as required
- Take increasing ownership of tasks as your knowledge, confidence and competence develop
- Client Service and Communication
- Communicate professionally with clients and colleagues by email, telephone and video call
- Request information, follow up outstanding queries and provide clear progress updates
- Build positive working relationships and represent Bright Beany’s values in every interaction
- Recognise when a matter requires further guidance and raise questions, errors or concerns promptly
- Handle client, payroll and business information accurately, professionally and confidentially
Training and Professional Development
- Study towards the agreed AAT qualification and complete all required training, assessments and examinations
- Attend scheduled learning sessions, progress reviews and internal training
- Apply knowledge gained through your studies to practical client work
- Manage your workload and study commitments responsibly, meeting agreed deadlines
- Act on feedback, take responsibility for your development and contribute to continuous improvement across the firm
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Where you'll work
Fenchurch House
12 King Street
Nottingham
NG1 2AS
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider: KAPLAN FINANCIAL LIMITED
Training course: Assistant accountant (level 3)
What you'll learn
Course contents
- Assist with the investigation and response to financial information queries.
- Record and analyse financial data using the organisation’s standard tools and processes.
- Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
- Assist with production of accurate financial information for the preparation of accounts.
- Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
- Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
- Develop and maintain effective working relationships with stakeholders.
- Communicate financial information in a way that non-finance stakeholders can interpret and understand.
- Utilise digital skills to present key financial information using finance and accounting software and applications.
- Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
- Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
- Assist with the investigation and response to financial information queries.
- Record and analyse financial data using the organisation’s standard tools and processes.
- Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
- Assist with production of accurate financial information for the preparation of accounts.
- Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
- Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
- Develop and maintain effective working relationships with stakeholders.
- Communicate financial information in a way that non-finance stakeholders can interpret and understand.
- Utilise digital skills to present key financial information using finance and accounting software and applications.
- Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
- Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
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Training schedule
This Level 3 programme builds on the foundations for entry level talent to support growth within an Accountancy and Finance function.
Employees on this apprenticeship will ensure an Accountancy and Finance practice performs in the most effective way. It includes the AAT Level 3 Diploma in Accounting and provides the opportunity for them to support the business with essential skills and behaviours to drive results.
You will learn how to prepare financial statements for Sole Traders and Partnerships, the importance of management accounting information, and how to prepare VAT returns. You’ll develop the technical skills to start, or progress, your career in accountancy and this will allow you to continue with your studies onto Level 4.
To pass this level you will need to study the following four units:
- Financial Accounting; Preparing Financial Statements (FAPS)
- Management Accounting Techniques (MATS)
- Tax Processes for Business (TPFB)
- Business Awareness (BUAW)
More training information
Kaplan is one of the world’s largest and most diverse education providers. We are one of the UK’s leading training providers for finance and accountancy qualifications and train thousands of accountants each year.
We have been educating and training students for over 70 years and have helped thousands of people achieve their career goals. We offer apprenticeships from Level 2 to Level 7 and cover Accountancy & Tax, Banking & Finance and Data & IT.
We offer study methods to suit all types of learning, whether you want to be face-to-face, or left alone to study in your own time.
Essential qualifications
- GCSE in:
- Maths (grade 9 - 5 )
- English (grade 9 - 5 )
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills:
- Communication skills
- IT skills
- Organisation skills
- Attention to detail
- Customer care skills
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
Company benefits
- 20 days annual leave + bank holidays and your birthday off
- Private Medical Insurance
- Regular Social Events
Your earnings can increase over time with an apprenticeship. As their knowledge, confidence and competence develop, they will be given greater responsibility and increased ownership of client work. An apprentice starting at AAT Level 3 will have the opportunity to progress to AAT Level 4, subject to successful completion, performance and business requirements
Contact information
The contact for this apprenticeship is:
KAPLAN FINANCIAL LIMITED
Kaplan
kaplan.recruitment@kaplan.co.uk
0161 259 7400
The reference code for this apprenticeship is VAC2000046642.
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