AAT Finance Operations Assistant Apprenticeship

Prime Medica Ltd

Knutsford (WA16 8GP)

Closes in 23 days (Friday 20 November 2026)

Posted on 28 October 2026

Print

Contents

Summary

Are you looking to build a long-term career in Accountancy? Then look no further! Kickstart your career today with a Level 2 AAT apprenticeship with Prime Medica Ltd and Kaplan. You will be dealing with accounts and communication with clients whilst working towards the AAT Level 2 qualification.

Wage

£21,000 a year

Minimum wage rates (opens in new tab)

Training course
Accounts or finance assistant (level 2)
Hours
2 days per week in the Knutsford office, with the remaining working days undertaken remotely.

35 hours a week

Start date

Friday 27 November 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

Purpose of the role The Finance Operations Assistant plays a key role in ensuring the smooth operation of the company’s invoicing and accounts receivable processes. This position ensures timely and accurate billing, effective debtor management, and the integrity of customer and project data within the project management system (CMAP). The role also involves regular communication with internal teams and external customers to resolve queries and maintain positive financial relationships.

Invoicing & Billing

  • Issue sales invoices on scheduled dates or upon completion of project milestones, in line with contractual terms.
  • Upload sales invoices to customer portals accurately and in a timely manner.
  • Liaise with internal client service teams to resolve invoicing discrepancies or queries.
  • Support the resolution of client invoice queries, building confidence in liaising directly with clients as experience develops.
  • Ensure purchase order/s have been obtained in advance of invoicing, and the balance is always sufficient to cover expected future invoice values

Accounts Receivable & Debtors Management

  • Monitor customer payments to ensure they are received on time.
  • Support the monitoring and follow-up of overdue customer payments, developing responsibility for debtor management as experience grows.
  • Respond promptly and professionally to customer payment queries.

Data Integrity & System Management

  • Maintain accurate and up-to-date customer and project information in the CMAP project management system.
  • Ensure timely setup of new users and projects in CMAP in line with business workflows.

Communication & Collaboration

  • Work closely with internal stakeholders, including client service teams and the finance team, to ensure alignment and smooth financial operations.
  • Provide support to the Finance Manager with reporting and administrative tasks as required.

Where you'll work

Prime Medica Ltd Mere House
Brook Street
Knutsford
WA16 8GP

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

Accounts or finance assistant (level 2)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues, such as reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience, and different media methods, with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.
  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues, such as reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience, and different media methods, with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Training schedule

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 2 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)

Requirements

Essential qualifications

GCSE in:

Maths & English (grade 4 and above)

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
  • Organisation skills

About this employer

At Prime, our vision is to accelerate life-changing solutions to global healthcare challenges. We bring together expertise across science, strategy, evidence, technology and creativity to deliver world-class outcomes for our global partners. Our culture is collaborative and guided by four core values: Be Brave, Be Human, Be Passionate and Be Exceptional. This apprenticeship offers the opportunity to gain practical experience within our Finance team while working towards a recognised finance qualification and developing the skills needed to build a career in finance.

After this apprenticeship

Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).

Fixed term contract for 2 years (Potential opportunity to move to a permanent contract after 12 months, subject to business requirements and individual performance).

Ask a question

The contact for this apprenticeship is:

KAPLAN FINANCIAL LIMITED

Kaplan

kaplan.recruitment@kaplan.co.uk

0161 259 7400

The reference code for this apprenticeship is VAC2000061294.

Apply now

Closes in 23 days (Friday 20 November 2026)

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