Trainee Accounts Facilitator

An opportunity has now arisen for a Trainee Accounts Facilitator to work within our Weybridge office.

The role:

This role would suit a self-motivated individual looking for an entry level position to join the Business Services team to assist in the delivery of the departmental workflows and working with limited company clients to individuals. This is an excellent opportunity that offers an interesting and varied workload and lots of job satisfaction with the opportunity to progress to a Bookkeeper after 18 months.

Other duties will include:

  • Drafting of initial fees notes for managers
  • Accounts finalisation templates
  • Dealing with year-end opening balance adjustments and dividend details
  • Scanning of clients’ records and preparation to be sent to Accounts.
  • Liaise with Accounts on simple queries or refer to Business Services Manager for more complex matters.
  • Liaise with the client for accounts queries and missing information.
  • Preparation of final accounts pack to go to client.
  • Liaise with facilitator in our other office to ensure consistency of processes between the different sites.
  • Ensure money laundering checks have been completed adequately and in a timely fashion.
  • Assist with data processing, bookkeeping and VAT returns.
  • Support Senior Staff

To be considered for this opportunity, you must have:

  • Mathematical GCSE/A level qualification
  • Strong administration/computer skills   


As a Trainee Accounts Facilitator, you will have a good working knowledge of, MS Office, particularly Word and Excel. Good organisational skills, problem solving and communication skills are also important, as is a motivated approach. Working towards AAT qualification preferred but not compulsory

  • Full time position Monday to Friday 8.30am – 5.00pm with 1 hour for lunch
  • Holiday: 20 days, plus 8 bank holidays
  • Salary dependent on experience.

To apply for the role of Trainee Accounts Facilitator, please email your C.V for the attention of Sally Phillips HR Director to