Finance Apprentice AAT Level 3 Apprenticeship

Summary

Unity Health is looking to appoint a Finance Apprentice to join our team and develop a career in finance. This is a newly designed role, you will have a clear focus on finance, income, bookkeeping and accounting support, while developing the skills and experience required to progress into an Assistant Accountant role.

Wage

£16,900 a year

Training course

Assistant accountant (level 3)

Hours

25 hours per week, including apprenticeship study and off-the-job training.

25 hours a week

Start date

Monday 9 November 2026

Duration

2 years

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

Finance and Bookkeeping

• Supporting the day-to-day financial administration of Unity Health.
• Maintaining accurate bookkeeping records.
• Using QuickBooks and other financial systems.
• Processing invoices, payments and remittances.
• Completing bank reconciliations.
• Investigating discrepancies and escalating issues where appropriate.
• Supporting month-end financial processes.
• Maintaining accurate and organised financial records.
• Supporting the preparation of financial information and reports.

Income and Claims

• Monitoring income due to Unity Health.
• Processing and submitting claims for services provided.
• Checking that claims have been received and paid.
• Monitoring outstanding income.
• Following up outstanding payments and escalating issues where appropriate.
• Maintaining accurate records of claims and payments.
• Supporting the administration of private income.
• Developing an understanding of Unity Health's different income streams.

As the apprentice develops, they will gain experience in:

• Preparing financial information for management review.
• Assisting with management reports.
• Reviewing income and expenditure information.
• Supporting budget monitoring.
• Identifying and investigating variances.
• Preparing spreadsheets and financial summaries.
• Supporting month-end processes.
• Developing an understanding of how financial information supports management decisions.

Accounting Systems

• Developing a strong working knowledge of QuickBooks/Xero.
• Investigating and learning about accounting software and digital bookkeeping tools.
• Supporting the effective use of financial systems.
• Identifying opportunities to improve financial processes.
• Helping to ensure financial information is recorded accurately and consistently.

Where you'll work

WADESFIELD
STRATTON ROAD
PRINCES RISBOROUGH
HP27 9AX

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

BUCKINGHAMSHIRE COUNCIL

Training course

Assistant accountant (level 3)

What you'll learn

• Assist with the investigation of, 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 a range of approaches and media, with an understanding of the risks and benefits to the business of social media and other digital applications.
• Assist with the investigation of, 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 a range of approaches and media, with an understanding of the risks and benefits to the business of social media and other digital applications.

Training schedule

The apprenticeship includes regular training with the training organisation. At least 20% of your working hours will be spent training or studying.

Requirements

Essential qualifications

GCSE in:

• English (grade A*-C / 9-4)
• Maths (grade A*-C / 9-4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Attention to detail
• Problem solving skills
• Number skills
• Analytical skills
• Logical
• Initiative

Other requirements

The post holder will have access to confidential financial, staff and patient information and must maintain confidentiality at all times.

They must comply with Unity Health policies, information governance requirements, data protection legislation and relevant professional standards.