Finance Apprentice

**Our Philiosophy**

At Walker Crips, our missions is to make investment rewarding for our **clients**, our **shareholders** and our **staff**, and give our customers a fair deal.

We support our financial advisers and our staff by being a technology driven financial services company.

**Our Values**

Founded on traditional values of **integrity, courtesy, fairness** and **loyalty**, we have maintained these ideals and remain committed to serve our clients and deliver good customer outcomes.

**Our Expertise**

Walker Crips provides a range of financial products and services to our customers, namely **investment management, financial planning, pensions, share dealing** and **structured investments**.

We also leverage our technological competence by delivering cloud-based regulation technology solutions to the financial services industry though our FinTech company, **EnOC Technologies.**

**Our history**

Walker Crips' predecessors first bought and sold shares for clients on the London Stock Excahnge in 1914, making it one of the City of London's oldest independent companies.

Today, Walker Crips Group PLC is a public limited company, listed on the London Stock Exchange. After more than a century, our core value remains unchanged; to serve our clients and to deliver good customer outcomes.

**Aim and purpose of the role**

To assist with financial reporting of the York based companies, Walker Crips Wealth Management Ltd and Ebor Trustees Ltd. A varied and exciting accounts role where you will be able to develop a range of accounting skills, purchase ledger ,sales ledger, bank reconciliations, cash flows, forecasts, balance sheet reconciliations, journal postings, nominal reconcilations, vat returns, financial statements and assisting prepare management accounts to trial balance. Starting with processing receipts and daily transactions, this role can be an entry role with full training provides and AAT study support.

Adhoc tasks/projects identified as required.

**Person Specification/Skills**
- Self-starter with a dynamic "can do" attitude.
- To be able to work effectively during pressure periods while prioritising and multi-tasking.
- Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.
- A good level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion combined with the ability to prioritise workload.
- Interpersonal skills - good inter personal skills in handling clients and colleagues alike. To work effectiely both independently and as part of a team.
- Passionate about quality, detail and accuracy in systems and comfortable learning new systems.
- Good organisational skills, excellent timekeeping, strong attention to detail and self-discipline.

**Education & Experience**
- Experience of working in an office desirable.
- Good GCSE grades in English and Maths
- Ambitious to develop a career in finance.
- Accounting experience and/or qualifications.
- Comfortable using computer systems - Microsoft Word, Excel, SAGE 200 & IO back of
- Opportunity to pursue AAT qualification level 3

**Salary**: £10,000.00-£15,000.00 per year

**Benefits**:

- Company pension
- Employee mentoring programme

Schedule:

- Monday to Friday

Work Location: In person

Expected start date: 01/09/2023