Advanced Apprentice – Financial Services (Cash & Salary Overpayments)

Advanced Apprentice – Financial Services (Cash & Salary Overpayments)

We currently have an exciting opportunity for an Advanced Apprentice to join our Financial Services team primarily based at Worcestershire Royal Hospital. This post is an ideal opportunity to learn about the financial services side of Finance within the NHS while offering individuals the chance to earn a salary, gain valuable work experience and new skills, all while being supported to achieve their AAT Level 3 qualification. The successful candidate will be enrolled onto the most appropriate level of apprenticeship based on prior learning, and may begin at Level 2 before progressing to Level 3 and beyond.

The closing date is 19 August 2026

Job responsibilities

Cash & Debtors

• Assist the Debtors Officer in the production, calculation and collection of debtor payments following procedures and guidelines within agreed timescales. Liaise with the SBS collections team on collection issues and deal with enquiries promptly and courteously.
• Input daily cash takings for the Trust catering departments, highlight errors or discrepancies and work with the Cash and Debtors Manager and catering department to resolve them.
• Reconcile credit card expenditure requests against the monthly statement, ensuring all information is complete and accurate.
• Input daily car park takings by date, site and machine, ensuring the information matches machine audit reports before entering it into the Trust finance system and checking data input by cashiers.
• Analyze card income from bank statements for card machines, ensuring reconciliation to the income and charges reported on monthly WorldPay invoices.
• Enter and manipulate financial data into the finance computerised system/database, create and update spreadsheets accurately, and generate reports as required.
• Assist the Accounts Receivable Team in reducing the number of outstanding debtor invoices by checking computerised reports to support SBS and the team.
• Support the administration of the salary overpayments process.
• Record and reconcile monthly charges incurred by the Trust for use of External Debt Recovery services, checking accuracy and identifying discrepancies.
• Support the preparation of monthly divisional reports relating to all salary overpayments.
• Monitor and track invoices paid each month in relation to salary overpayments and debt recovery activity, escalating issues as appropriate.
• Assist in producing regular management information and reports under supervision to support monitoring of recovery performance.
• Maintain accurate and organised records, ensuring all documentation is filed correctly and supports a clear audit trail.
• Support the review of outstanding overpayment balances and aged debt, highlighting items that may require further action.
• Contribute to improving processes by identifying opportunities to enhance reporting, reconciliation, and record keeping.
• Liaise with internal and external teams and escalated queries where needed.
• Handle sensitive employee information in a confidential manner, in line with Trust policies and data protection requirements.

General

• Use the finance computerised systems, interrogate and reconcile control codes/accounts, and support reconciliation of interfaces from other systems into the financial system, providing auditable reconciliation of feeds.
• Work within set routines and procedures with supervision and advice, available as required, working within the SFIs and Scheme of Delegations and national and local guidance.
• Assist in reviewing and updating all procedures relating to the duties of this post when appropriate.
• Assist the Financial Services team in all aspects of its day‑to‑day duties to ensure deadlines are achieved.

Person Specification

• Awareness of confidentiality.

Experience

• Previous office administration experience.
• Experience of working in a Finance Department or General Office.

Personal Qualities

• Able to work to rigid deadlines and under pressure.
• Self‑motivated and positive attitude.
• A team player.
• Able to concentrate when checking, inputting and reconciling data.
• Adaptable to change.

Skills & Knowledge

• Excellent telephone manner.
• Able to produce accurate and timely work.
• Good organisation and communication skills.
• Familiarity with new technology.

Qualifications

• Minimum 5 O Levels/GCSEs or equivalent grade A‑C/4‑7/Level 2.
• Previous study of a Level 2 Accountancy Apprenticeship or NVQ Level 2 Accountancy or Association of Accounting Technicians (AAT Level 2) intermediate level or relevant equivalent experience.
• 3 A Levels at grade A‑B in relevant subjects such as Accountancy, Economics, Maths or Business.

Employer name

Worcestershire Acute Hospitals NHS Trust

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