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Level 3 Business Administrator (Finance Apprentice)

  • SumX Accountants

Find out more and apply for our Business Administrator Apprenticeship

Apply now
  • Wage
  • Location
  • Duration

£8 Per Hour

Liverpool L1 0BG

15 Months

Level 3 Business Administrator (Finance Apprentice)

  • SumX Accountants

Find out more and apply for our Business Administrator Apprenticeship

Apply now
  • Salary

£8 Per Hour

  • Location

Liverpool L1 0BG

  • Duration

15 months

Summary

Who is SumX

SumX is a modern, growing accountancy practice supporting owner-managed businesses across a wide range of industries. We pride ourselves on building strong relationships with our clients, delivering proactive advice and making a genuine difference to the businesses we work with.

As we continue to grow, we’re investing in our people, technology and processes. We embrace cloud accounting software and AI to help us work smarter, while maintaining the personal service our clients value.

We’re looking for someone who wants more than just a job. This is an opportunity to build a long-term career within a supportive team that encourages learning, development and progression.

The Role

The Finance Apprentice will support the finance team in delivering bookkeeping, payroll and general accounting services to our clients, while completing a recognised apprenticeship qualification.

This role combines practical finance experience with administration, client communication and office support, giving the successful candidate exposure to every aspect of a modern accountancy practice.

Key Responsibilities

  • Assist with bookkeeping for a portfolio of clients.
  • Support the preparation and processing of payroll.
  • Assist with VAT and general accounting tasks.
  • Request records and information from clients.
  • Speak confidently with clients by telephone, email and in person.
  • Build positive and professional relationships with clients.
  • Update practice management and accounting software.
  • Assist with document management and administration.
  • Support credit control activities.
  • Help manage incoming and outgoing post.
  • Assist with marketing activities, social media and business development initiatives.
  • Support colleagues across the practice during busy periods.
  • Carry out any other duties appropriate to the role.

Summary

Who is SumX

SumX is a modern, growing accountancy practice supporting owner-managed businesses across a wide range of industries. We pride ourselves on building strong relationships with our clients, delivering proactive advice and making a genuine difference to the businesses we work with.

As we continue to grow, we’re investing in our people, technology and processes. We embrace cloud accounting software and AI to help us work smarter, while maintaining the personal service our clients value.

We’re looking for someone who wants more than just a job. This is an opportunity to build a long-term career within a supportive team that encourages learning, development and progression.

The Finance Apprentice will support the finance team in delivering bookkeeping, payroll and general accounting services to our clients, while completing a recognised apprenticeship qualification.

This role combines practical finance experience with administration, client communication and office support, giving the successful candidate exposure to every aspect of a modern accountancy practice.

 

  • Assist with bookkeeping for a portfolio of clients.
  • Support the preparation and processing of payroll.
  • Assist with VAT and general accounting tasks.
  • Request records and information from clients.
  • Speak confidently with clients by telephone, email and in person.
  • Build positive and professional relationships with clients.
  • Update practice management and accounting software.
  • Assist with document management and administration.
  • Support credit control activities.
  • Help manage incoming and outgoing post.
  • Assist with marketing activities, social media and business development initiatives.
  • Support colleagues across the practice during busy periods.
  • Carry out any other duties appropriate to the role.

To apply you need:

Please send a CV and covering letter to express your interest in this vacancy.

Apply now

To apply you need:

Please send a CV and covering letter to express your interest in this vacancy.

Apply now

Skills & Experience

Essential

  • Strong communication skills.

  • Confident speaking with people.

  • Good IT skills, including Microsoft Office.

  • A basic understanding of AI and modern technology.

  • Good organisational skills.

  • Excellent attention to detail.

  • GCSE Maths and English (or equivalent) at Grade 4/C or above (where required for the apprenticeship).

Desirable

  • An interest in accountancy or finance.

  • Previous office or customer service experience.

  • Experience using cloud-based software.

Personal Attributes

We’re looking for someone who is:

  • Friendly and approachable.
  • Positive and enthusiastic.
  • Willing to learn and develop.
  • Reliable and trustworthy.
  • Professional in their approach.
  • Able to work independently and as part of a team.
  • Flexible during busy periods.
  • Comfortable taking responsibility for their work.

Who Will Thrive Here?

You’ll love working here if you:

  • Enjoy speaking with people and building genuine relationships.
  • Like learning new things and aren’t afraid to ask questions.
  • Take pride in being organised and paying attention to detail.
  • Enjoy being part of a supportive team.
  • Are willing to roll your sleeves up and help others during busy periods.
  • Are excited about technology, AI and finding smarter ways of working.
  • Want to build a long-term career with a growing practice.
  • Enjoy variety and don’t mind that no two days are the same.
  • Take ownership of your work and always look for ways to improve.
  • Enjoy making a positive difference for clients and colleagues.

Training & Development

  • Full apprenticeship support.
  • Ongoing mentoring from experienced team members.
  • Regular training and development.
  • Exposure to a wide variety of clients and industries.
  • Career progression opportunities as the practice grows.

Benefits

  • Competitive salary.
  • 20 days annual leave plus Bank Holidays.
  • Additional day’s holiday for your birthday.
  • Company pension.
  • Modern cloud-based software and technology.
  • Friendly and supportive working environment.
  • Genuine opportunities for career progression.

Skills & Experience

Essential

  • Strong communication skills.

  • Confident speaking with people.

  • Good IT skills, including Microsoft Office.

  • A basic understanding of AI and modern technology.

  • Good organisational skills.

  • Excellent attention to detail.

  • GCSE Maths and English (or equivalent) at Grade 4/C or above (where required for the apprenticeship).

Desirable

  • An interest in accountancy or finance.

  • Previous office or customer service experience.

  • Experience using cloud-based software.

Personal Attributes

We’re looking for someone who is:

  • Friendly and approachable.
  • Positive and enthusiastic.
  • Willing to learn and develop.
  • Reliable and trustworthy.
  • Professional in their approach.
  • Able to work independently and as part of a team.
  • Flexible during busy periods.
  • Comfortable taking responsibility for their work.

Who Will Thrive Here?

You’ll love working here if you:

  • Enjoy speaking with people and building genuine relationships.
  • Like learning new things and aren’t afraid to ask questions.
  • Take pride in being organised and paying attention to detail.
  • Enjoy being part of a supportive team.
  • Are willing to roll your sleeves up and help others during busy periods.
  • Are excited about technology, AI and finding smarter ways of working.
  • Want to build a long-term career with a growing practice.
  • Enjoy variety and don’t mind that no two days are the same.
  • Take ownership of your work and always look for ways to improve.
  • Enjoy making a positive difference for clients and colleagues.

Training & Development

  • Full apprenticeship support.
  • Ongoing mentoring from experienced team members.
  • Regular training and development.
  • Exposure to a wide variety of clients and industries.
  • Career progression opportunities as the practice grows.

Benefits

  • Competitive salary.
  • 20 days annual leave plus Bank Holidays.
  • Additional day’s holiday for your birthday.
  • Company pension.
  • Modern cloud-based software and technology.
  • Friendly and supportive working environment.
  • Genuine opportunities for career progression.

Other benefits we offer:

  • Competitive salary of £15,000 – £18,000.
  • 30 hours per week, offering flexibility and a healthy work-life balance.
  • Relaxed and friendly workplace environment.
  • Opportunities for professional development and career growth.
  • Holiday pay and regular staff days out to foster team collaboration and camaraderie.

Other benefits we offer:

  • Competitive salary of £15,000 – £18,000.
  • 30 hours per week, offering flexibility and a healthy work-life balance.
  • Relaxed and friendly workplace environment.
  • Opportunities for professional development and career growth.
  • Holiday pay and regular staff days out to foster team collaboration and camaraderie.