AAT Finance Apprentice

Lydiate Learning Trust

Liverpool (L13 1FB)

Closes on Friday 31 July 2026

Posted on 5 May 2026

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Summary

Are you looking to build a long-term career in Accountancy? Then look no further! Start your career today with a level 3 apprenticeship with Lydiate Learning Trust and Kaplan. You will be dealing gaining valuable workplace experience whilst working towards the qualification.

• Wage:

  £15,600 for your first year, then could increase depending on your age

  National Minimum Wage rate for apprentices

  Check minimum wage rates (opens in new tab)

• Training course: Assistant accountant (level 3)
• Hours: Monday to Friday, working hours TBC

  37 hours 30 minutes a week

• Start date:

  Tuesday 1 September 2026

• Duration:

  1 year 3 months

• Positions available:

  1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

Key Responsibilities:

• Assist the Schools Finance Manager in the organisation, management and development of the Trust and school budgets
• Commitment to completing the AAT qualification via the apprenticeship scheme
• Attend all training, mentoring, supervision and other sessions as required by the apprenticeship provider in order to pass the qualification
• Ensure the effective operation of financial control within the Trust and best value on all expenditure
• Ensure supplier invoices and credit notes are processed efficiently, ensuring the appropriate authorisation, following the trust/academy scheme of delegation
• Maintain accurate and up to date computerised records in respect of school finances
• Assist with the production of contracts, offer letters and variation to contract letters
• Respond to a range of financial inquiries from internal and external customers, including suppliers and staff, in a professional manner, establishing their requirements and adapting the standard of responses accordingly
• Process purchase orders
• Raise invoices for services provided
• Aid in processing payroll and employee expense claims
• Maintain payroll records and ensure compliance
• Distributed relevant budget holders as required
• Assist with month end procedures
• Keep up to date with financial regulations and related policies
• Provide advice and support to the Academies as and when required
• Support the provision of a financial service to the schools within our Trust
• Handle general accounting administration and filing tasks

Additional duties and information:

• Undertake any other duties and responsibilities as may be assigned from time to time, which are commensurate with the grade of the role
• Ensure confidentiality at all times
• Ensure the aims, priorities and policies of the Trust are adhered to
• Act as a positive representative of the Trust and its learners in all circumstances and at all times
• Carry out any other duties as commensurate within the grade, as reasonably requested by the Director of Operations, Trust Director of Finance or Schools Finance Manager
• Contribute to the overall ethos/work/aims of the Trust
• Support and recognize the role of other professionals
• Attend relevant meetings, as required
• Participate in training and other learning activities and performance development, as required
• This job description is current as at the date shown, and whilst every effort has been made to explain the main duties and responsibilities of the post, not all individual tasks undertaken will necessarily have been identified. The job description will be reviewed annually as part of the appraisal process or at other appropriate times as determined by the Trust
• Lydiate Learning Trust is committed to safeguarding and promoting the welfare of children and young people. All staff working within the Trust are expected to share a commitment to doing this. You will be expected to follow and promote the procedures in the child protection and safeguarding policy and report any concerns in accordance with agreed procedures. If your own conduct in relation to the safeguarding of children and young people gives cause for concern the Trust’s child protection procedures will be followed alongside implementation of the Trust disciplinary procedures

Where you'll work

Enterprise Way
Liverpool
L13 1FB

Training

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)

Understanding apprenticeship levels (opens in new tab)

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.

Training schedule

Assistant Accountant Apprenticeship Level 3 - AAT.

This apprenticeship is a perfect match for someone without any accountancy or bookkeeping knowledge. On this programme they will learn the building blocks of the modern accountant. Not only will they grasp the fundamentals of bookkeeping, but we will help them develop those vital skills and behaviours to enable them to put their knowledge into action. If you’re new to accountancy and finance, looking to change your career into accountancy or have previously worked in an accounts department this level is ideal for you. You don’t need any prior experience working in accounts to study AAT Level 3 Certificate in Accounting. There are no entry requirements, but you do need good maths, IT and English skills, and a willingness to learn. You’ll learn a broad range of core accounting skills, including double-entry bookkeeping and basic costing as well as accountancy related business skills and personal skills. You must successfully complete the following: Introduction to Bookkeeping (ITBK) Principles of Bookkeeping Control (POBC) Principles of Costing (PCTN) Business Environment (BESY).

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.

Requirements

Essential qualifications

GCSE or equivalent in:

• English (grade 9-4)
• Maths (grade 9-4)

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
• Attention to detail
• Organisation skills
• Problem solving skills
• Number skills
• Team working

About this employer

We are Multi Academy Trust in the Education Sector currently with 2 Secondary Schools, 2 Primary Schools, a Teacher Training Centre with plans to expand and grow as a Trust. Working in a small but busy Finance team of 4 friendly and supportive staff members based in the Trust head office the Apprentice will work as part of the team and communicate with staff across the Trust and schools.

After this apprenticeship

Progress to Finance Officer with potential to become a Senior Finance Officer.

Ask a question

The contact for this apprenticeship is:

KAPLAN FINANCIAL LIMITED

The reference code for this apprenticeship is VAC2000029753.

Apply now

Closes on Friday 31 July 2026

After signing in, you’ll apply for this apprenticeship on the company's website.