Apprentice Finance Assistant

Hollingwood Primary School · Up to £20k · Bradford
Apply via job board

← Back to opportunities

Main duties and responsibilities are indicated below. Other duties of an appropriate level and nature may also be required, as directed by the Chief Financial Officer (CFO). Please note that the post holder may be required to work outside of normal school working hours when required.

This is not an exhaustive list of all the duties and responsibilities that may be required from time to time and is subject to change in accordance with the needs of the Trust.

The post-holder will be required to:

  • Process supplier invoices and staff expenses onto the PS Financials system, ensuring transactions are accurately recorded and authorised as per current Financial Standing Orders
  • Manage the Finance Officer mailbox, ensuring that queries and arising actions are dealt with, and invoices are registered on the system in a timely manner
  • Routinely obtain the signature of executives who are authorised to sign cheques and other payment documents
  • Prepare upload files for the weekly online BACS payments
  • Set up of new suppliers on PSF and the maintenance of supplier records
  • Liaison with suppliers and dealing with supplier queries
  • Prepare manual payments
  • Set up new system user accounts onto the purchasing system
  • Process Purchasing card applications
  • Ensure the regular reconciliation of supplier statements
  • Ensure that a schedule of direct debits and standing orders for the main bank account is maintained and kept up to date, and that regular payments are set up, amended, or cancelled as required
  • Ensure queries relating to direct debits and standing orders are dealt with in a timely manner
  • Set up new customers on PSF
  • Raising sales invoices ensuring they are approved in line with finance procedures
  • Monitor debtor accounts and aged debtors and pursue the timely collection of outstanding debts
  • Prepare and post relevant month end journals including purchase order and purchasing card accruals
  • Perform month end reconciliations
  • Contribute to the development and implementation of process improvements
  • Assist in the preparation of the monthly management accounts and supporting information
  • Answer question and provide assistance to stakeholders, customers, and clients as needed
  • Formalise/Improve liaison with the rest of the Trust
  • Work flexibly and co-operatively as part of the central team


  • Attend training sessions and meetings as required
  • Seek, consider, and act upon professional support and advice as required
  • Assist in such duties and activities relating to any of the above areas appropriate to grade as the Headteacher and CFO shall from time to time reasonably require
  • Ability to work in a team
  • Good attention to detail with ability to prioritise and manage a varied workload to meet agreed deadlines
  • Be willing, courteous, and able to work both using your own initiative and in a team
  • Respect confidentiality

Skills Required :

  • Excellent knowledge of Microsoft Excel.
  • Excellent customer service skills
  • Good level of communication skills

Apply to position

Click below to apply. This link will redirect you to the employer's career website.
© Debut 2021. All rights reserved -  back to Debut