Apprentice Trust Finance Assistant CASTLE PHOENIX TRUST

An exciting opportunity to join Caludon Castle School to provide effective and efficient finance support to the team and wider Trust. The role will involve processing financial information in accordance with the procedures and this will include the utilisation of a range of financial systems, for which full training and support will be provided.

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Closing date: 31 Jul 2024

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    8.30am – 4.30pm Mon to Thur 8.30am - 4pm Friday Term Time only

    Total hours per week: 37

  • Expected duration

    12 Months

  • Possible start date

    01 Aug 2024

  • Date posted

    17 May 2024

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What you will do in your working day

  • Using PS Financials system to record all financial transactions such as:

Process requisitions and purchase orders to suppliers following Budget Holder authorisation, checking product details and the correct nominal codes have been used.

Record the delivery of items and services, and process supplier invoices, following appropriate controls and procedures ensuring all invoices are posted with the correct nominal codes.

To record all staff expenses claims using the correct nominal codes, checking receipts and Budget Holder authorisation before processing.

To prepare weekly BACS Run Paylists and Reports and upload the payment file to the Bank. To post the Paylists to the Cash Book and send out remittances to suppliers.

To raise sales invoices using the correct nominal codes and send out to suppliers.

To process budget journals for the monthly reprographic charges between various departments.

  • To process credit card transactions; recording expenses and checking receipts, and completing the transaction log, supporting the reconciliation of accounts monthly, ensuring the correct nominal codes are used.
  • To ensure all cash banked by individual schools is receipted and recorded correctly, reconciling cash collection sheets with the Trust Bank account.
  • To ensure all monies collected via the Arbor Parent Portal by individual schools is receipted and recorded correctly, reconciling Arbor reports with the Trust Bank account.
  • To carry out monthly credit control checks including reviewing outstanding purchase orders reports, checking all supplier statements, and chasing Debtors with overdue balances.
  • To answer financial queries raised by stakeholders, and to investigate any discrepancies, and to ensure corrective action is taken where necessary.
  • To produce various reports for stakeholders (including school trips) and be able to manipulate and interpret financial data using spreadsheets, to provide reconciliation, and sound financial advice to users.
  • To maintain accurate and appropriate financial records. Assisting at year end for Audit checks; supporting the wider team with financial information.
  • To ensure that day to day work is carried out in line with the agreed policies and procedures and quality of standards,
  • To perform other tasks as required by colleagues/ senior members of the team.

The training you will be getting

  • Accounts or finance Assistant (level 2) Apprenticeship Standard
    AAT Level 2 Certificate in Accounting
  • You will attend training provided by Coventry and Warwickshire Chamber Training once a week, Commerce House, 123  St Nicholas Street, Radford, CV1 4FD

What to expect at the end of your apprenticeship

A permanent role within the business with career progression and the opportunity to complete AAT Level 3.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Presentation skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative


GCSE or equivalent English & Maths (Grade Grade A*-C / 9-5) Essential

About the employer

Castle Phoenix Trust is a growing Multi Academy Trust which was founded in February 2013. Currently there are 6 schools within the Trust – Caludon Castle School (Coventry), Kingsbury Secondary School (Warwickshire), Foxford Community School (Coventry), Hill Farm Primary School (Coventry), Richard Lee Primary School (Coventry) and Charter Academy (Coventry).




Caludon Castle School

Axholme Road



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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Katie Lumb


Apprenticeship standard

Accounts or finance assistant

Level 2 (GCSE)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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