Level 2 Accounts and Finance Assistant - William Hackett Lifting Products Limited

Apprenticeship Description

Role Overview

The Finance Apprentice will play a key role in supporting the smooth and efficient operation of the finance function. This position offers hands-on experience across a wide range of transactional and reporting activities, providing exposure to core accounting areas including accounts receivable, accounts payable, fixed assets, credit control, and financial reporting.

Working under supervision, the apprentice will assist with processing employee and supplier transactions, maintaining accurate financial records, monitoring customer accounts, posting bank transactions, managing data, and contributing to the preparation of management information.

This role is designed to build a strong foundation in finance and accounting while ensuring the timely and accurate delivery of essential financial processes.

Key Responsibilities

Accounts Receivable

• Monitor customer accounts regularly and chase overdue payments to ensure prompt collection

• Place customer accounts on hold where credit limits are exceeded, liaising with relevant internal teams

• Post customer cash receipts accurately and allocate transactions correctly

• Prepare and run month-end debtors reports to support financial reporting

• Carry out aged debt analysis to identify overdue balances and highlight areas of concern

• Prepare and distribute weekly debtors reports to the finance team and relevant stakeholders

Accounts Payable & Employee Expenses

• Process employee expense claims and mileage reimbursements accurately and in a timely manner

• Maintain supplier master data and ensure new supplier approvals are fully completed and compliant

• Support the processing of supplier invoices

Fixed Assets & Payroll

• Maintain and update the fixed asset register, including depreciation and disposal processing

• Assist with the reallocation of company vehicles and maintain accurate related records

• Process pension payments in line with payroll schedules and compliance requirements

Reporting & Data Management

• Ensure customer, supplier, and chart of accounts data is accurate and kept up to date

Credit Control & Risk Management

• Participate in credit control calls with sales and commercial teams to resolve outstanding issues

• Support the preparation of doubtful debt provisions at month-end

Skills & Attributes

• Strong attention to detail and accuracy

• Good organisational and time-management skills

• Willingness to learn and develop finance knowledge

• Ability to work effectively as part of a team

• Basic IT skills, including Microsoft Excel

• MUST HAVE GRADE 3 OR ABOVE IN MATHS AND ENGLISH 

Training & Development

This role offers structured training and practical experience across multiple finance disciplines, supporting the completion of a Level 2 Accounts / Finance qualification and long-term career development within finance.

9am-5pm Monday to Friday with 30 mins unpaid lunch each day.