Job Description

We're excited to offer a new opportunity for a Finance Assistant Apprentice, based in the South West

to work alongside our experienced Finance Business Partner, developing transferrable skills in a supportive environment.


As a Finance Assistant Apprentice, you will gain experience across a wide range of finance and accounting tasks, from managing client invoicing to preparing financial reports.
Throughout your apprenticeship, you'll receive remote mentoring and structured tutoring from your apprenticeship training provider. This role is suited to individuals with prior experience in finance looking to build on their existing knowledge and skills.

You'll work from home and travel to work collaboratively on occasion, typically within the South West.

The Role

Reporting into the Finance Business Partner you'll play an active role in the day-to-day running of our finance operations and contribute to meaningful work that supports both our clients and internal teams.

Your responsibilities will include:

Manage client invoicing, ensuring accuracy and timely issue through the accounting system. Prepare invoicing schedules and verify associated timesheet and expense data. Process supplier invoices and credit notes, ensuring accuracy and proper approval. Prepare weekly payment runs, reconcile outstanding amounts, and ensure payments meet agreed terms. Onboard new employees, suppliers, customers, and projects in the accounting system with complete documentation. Post monthly journals for accruals, prepayments, and other adjustments. Review employee expenses for policy compliance prior to approval. Produce basic financial reports to support management and internal reviews. Respond to finance queries and escalate complex issues as needed. Support finance administration and record-keeping, ensuring accuracy and compliance.

In your first 3-6 months, success might look like:

Confidently managing routine finance processes with accuracy and attention to detail. Building a strong understanding of our accounting systems and procedures. Developing positive working relationships across the Finance team and wider business. Applying knowledge from your apprenticeship training to real-world finance tasks. Demonstrating initiative and ownership over your workload.

Skills & experience required

Previous experience in finance, accounting or bookkeeping role. Experience using financial software such as Xero, Quickbooks, or FreeAgent (NetSuite preferred but not essential). AAT Level 2 qualification is desirable but not essential. A love for learning High attention to detail and accuracy with excellent communication skills Strong self-motivation, able to work independently, especially in a remote environment. Willingness and ability to work from home and travel, as required, to team and all staff meetings generally in the South West. Current right to live and work in the UK.

About Us

We are Whitetree - a successful and growing multi-disciplinary consultancy, primarily supporting the Defence, Aerospace and Health sectors. It's our people who set us apart. Our employees sit at the heart of everything we do, and we believe when people thrive, businesses do too.

Life at Whitetree

At Whitetree, we are proud to provide a collaborative and supportive environment in which you can grow and develop your career, with the chance to work alongside some of the best people in the industry.
We're proud to have recently become one of the select few Chartered Management Consultancies in the UK. This prestigious accreditation reflects our commitment to the highest standards of professional practice and ethical conduct in consulting. As part of our dedication to your professional growth, we're eager to sponsor suitable candidates on their journey to becoming Chartered Management Consultants themselves.
Whitetree's success hinges on hiring great people and creating an environment where we can be happy, feel challenged, and do our best work. We hope that excites you enough to apply.

Our competitive benefits package includes:

25 days annual leave, plus bank holidays and your birthday off Flexible working arrangements with an early Friday finish (client-dependent) 6% matched pension contributions All-staff annual bonus scheme Private medical insurance for you, option to salary sacrifice for your family Professional development support, including chartership, mentoring and training budget 4 half-days of paid time for charity work annually 1000 employee recruitment bounty Electric car, cycle to work, tech salary sacrifice schemes and exclusive discount vouchers

Our Commitment to you

We're proud of our

Silver Defence Employer Recognition Scheme Award

, reflecting our commitment to fostering an inclusive environment and supporting diverse communities, including the Armed Forces.

Whitetree values the differences that a diverse workforce brings

to the organisation and will not discriminate. We celebrate diversity and are committed to creating an inclusive environment for all applicants and employees, building a culture that values openness, fairness, and transparency.

We are a disability confident employer.

If you have a disability or need any reasonable adjustments during the application and selection stages, please email talent@whitetree.co.uk.

I don't meet the criteria?

If you don't meet the role criteria and are still interested in Whitetree careers, contact talent@whitetree.co.uk.

Compulsory National Security Vetting

Whitetree jobs are subject to national security vetting. Your eligibility for Security Clearance may be affected by your place of birth, nationality, current or former citizenship, and any residency you hold or have held, or any time spent outside of the UK. Please check your eligibility: https://www.gov.uk/government/publications/dbs-national-security-vetting-solution-guidance-for-subjects

Are you ready to join us? Click the apply button now or email talent@whitetree.co.uk for more information.