Apprentice Accounts and Finance Assistant CARROLL & PARTNERS LTD

This is a unique opportunity to join a company that is part of a larger UK and International organisation which specialises in Insurance brokering. Working in a busy finance team within their Bolton office, you will get to experience how Insurance is the foundation of every single business from the sole trader to a multi-national organisation. Duties will include sending statements to clients on a monthly basis.

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Closing date: 28 Jul 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday 9.00am till 5.00pm with lunch breaks

    Total hours per week: 35

  • Expected duration

    12 Months

  • Possible start date

    07 Aug 2023

  • Date posted

    7 days ago

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • Daily banking process, including allocation of receipts from clients and banking of cheques and the processing of debit/credit card payments for the Company and any external client as agreed.
  • Chase overdue IBA balances due to the Company.
  • Send statements to clients on a monthly basis.
  • Setting up payments to clients, insurers and claim settlements, ensuring banking procedures have been adhered to, e.g. verifying bank details, timely banking of receipts and reconciliation of differences.
  • Reconciliation and payment of underwriter accounts.
  • Prepare bank reconciliations for review and sign off.
  • Account query resolution including liaising with technical departments and the bank on queries raised by clients.
  • Provide cover for other IBA staff if they are away. This could include premium finance website and putting clients’ details on the relevant portals for payment of insurance via monthly finance.
  • Assist in year-end audit samples.
  • Undertake any other related duties as may be reasonably required.

What training will the apprentice take and what qualification will the apprentice get at the end?

You will be working towards your AAT Accounts and Finance Assistant level 2 qualification which will require you to attend classes at Bolton College one day a week. 

What is the expected career progression after this apprenticeship?

Progression onto higher level apprentice programs or full time positions are available to the right candidate

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Problem solving skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Patience, Able to prioritise workload


GCSE or equivalent English (Grade 4/C or above) Essential
GCSE or equivalent Maths (Grade 4/C or above) Essential

Things to consider

Applications will be considered for applicants who may already have AAT level 2 qualification or equivalent.

About the employer

As a business we have evolved over many years, be it through acquisition, a change in market or with new products and teams. From our humble beginnings as a traditional property & liability wholesale broker we now boast 3 specialist areas within the business BROKING - UNDERWRITING - ONLINE. Under these banners, you will find many talented individuals each with a unique offering. We truly believe that partnering with Carrolls gives you the widest London market solution in a single business.




Suite 10 1st Floor

Merchants Place

River Street


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Training provider



Andrew Hughes

01204 482036

Apprenticeship standard

Accounts or finance assistant

Level 2 (GCSE)

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