This is not a traditional bookkeeping apprenticeship.

While you will gain an understanding of bookkeeping, the primary focus of the role is learning how to support the day-to-day running of a busy bookkeeping practice.

Roles and Responsibilities:

Initially you will learn to:

• Manage and update ClickUp tasks
• Monitor Content Snare requests
• Chase outstanding paperwork and information from clients
• Organise digital documents and client files
• Prepare bookkeeping jobs with the correct supporting documents ready for the bookkeeping team
• Upload invoices, receipts and bank statements into our software
• Monitor the shared inbox and allocate emails
• Assist with onboarding new clients
• Follow internal procedures and checklists
• Support the Practice Director with general administration

As your training progresses, you will also learn to:

• Complete basic bookkeeping tasks under supervision
• Process purchase and sales invoices
• Reconcile straightforward bank transactions
• Carry out document checks before work is reviewed
• Monitor workflow and deadlines
• Assist with testing new software, AI tools and automations
• Help identify opportunities to improve systems and processes
• Produce simple internal reports

Training course: Business administrator (level 3)

Wage:

£15,600 to £24,784.50, depending on your age

Hours:

Monday - Friday 9.00am - 5.00pm. 37 hours 30 minutes a week

Start date:

Sunday 1 November 2026

Duration:

1 year 3 months

Positions available:

1

Training provider:

ACCESS FURTHER EDUCATION LIMITED

What you'll learn:

• Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
• Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
• Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
• Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
• Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
• Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
• Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
• Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.