Finance Apprentice AAT Level 3 Apprenticeship

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.

This role is intended to provide a pathway into a career in finance.

As the apprentice progresses through their AAT qualification and develops their workplace experience, there will be opportunities to take on additional responsibility and develop towards a more substantive finance or Assistant Accountant position within Unity Health.

The role will therefore develop with the individual, allowing responsibility to increase as their knowledge, confidence and qualification progress.

Unity Health is a 6 Partner, 5 site GMS practice located in Buckinghamshire/Oxfordshire, with a growing patient list size of over 22K patients. Our five surgeries are located in Brill, Chinnor, Long Crendon, Princes Risborough and Thame.

We offer a full general practice service and provide more specialist services for children, pregnant women and those with long term conditions such as diabetes, asthma, heart disease and high blood pressure. We offer contraception advice as well as travel advice and immunisations.

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.