Trainee Purchase Ledger Assistant

Trainee Purchase Ledger Assistant
 
Ready to learn school finance the right way from day one?

Want ownership of invoices, statements and tidy ledgers in a supportive team?
 
*** Trainee Purchase Ledger Assistant
*** Permanent – Immediate start date
*** £22,000 - £25,000 starting salary
*** School based in the Ward of Selly Oak
*** Process supplier invoices, match POs, resolve queries, reconcile statements, support monthly reporting.
 
The Role:
You will keep the purchase ledger accurate and up to date. You will receive, code and process supplier invoices, match to POs and delivery notes, and chase approvals so payments run on time. You will manage the AP inbox, answer supplier queries, and correct pricing or quantity issues with site staff. You will reconcile supplier statements monthly, prepare payment runs, and keep clean digital records for audit. You will post staff expenses with receipts attached, maintain vendor details, and help the Finance Manager with accruals, prepayments and simple AP reports at month end. You will follow the school’s financial regulations and keep sensitive data secure.
 
The Candidate & Requirements:
You are methodical, accurate and comfortable with deadlines. You write clear emails and keep a neat audit trail.

• AAT Level 2 in progress or keen to study, or relevant admin experience.
  • Excel skills, confident with basic formulas, lookups, filters and pivots.
  • Understanding of invoices, POs, GRNs and statement reconciliations.
  • Clear written English for supplier communication and internal updates.
  • Experience in finance or a school office is desirable but not essential.

 
The School:
This Selly Oak school runs simple, predictable finance routines. Purchase orders use standard codes, approvals follow a published calendar and month end has clear cut-offs, which makes processing straightforward. You will use Microsoft 365 and a cloud finance system with step-by-step guides. Induction is structured, with checklists for AP, payment runs and statement recs, plus weekly check ins with the Finance Manager so you build confidence quickly.
 
How to Apply
Apply in 60 seconds with your CV to be considered for this opportunity and begin your career in education.
 
Due to the number of applications, only successful applicants will be contacted.