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PM+M Solutions for Business LLP

Trainee Advisor Review

at PM+M Solutions for Business LLP

Higher Level Apprenticeship

Accounting

Blackburn, Lancashire

Review Submitted: April 2025

Overall Rating

5 /5

The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!

5/5 - Overview of Role
5/5 - Skills Development
5/5 - Structure and Support

Overview of Role

Please give an overview of your role and what this involves on a day-to-day basis:
5/5
I manage the submission of VAT returns and complete bookkeeping services for a diverse portfolio of clients. My responsibilities include meticulous monthly and weekly bookkeeping, ensuring accuracy and compliance across all financial records. Each month, I handle the completion of 5-6 VAT returns, demonstrating my proficiency in tax regulations and financial reporting.
I utilise industry-leading software such as Xero and Dext to streamline bookkeeping processes and enhance the accuracy of financial data. These tools enable efficient management of client accounts and seamless integration of financial information.
Additionally, I collaborate extensively with colleagues from various teams, fostering effective communication and teamwork to address and resolve any issues related to my work.
To what extent do you enjoy your programme?
5/5
I thoroughly enjoy my study days and find great satisfaction in pursuing the AAT (Association of Accounting Technicians) qualification. The structured learning and practical applications of the AAT program have been incredibly rewarding, allowing me to deepen my understanding of accounting principles and practices. Each study session is an opportunity to enhance my skills and knowledge, which I genuinely look forward to.
Overall, my enthusiasm for the AAT program and the progress I make during my study days contribute significantly to my professional development and personal fulfillment.

Skills Development

Have you learnt any new skills or developed existing skills?
5/5
Throughout my role, I have significantly enhanced my communication skills by engaging with colleagues from various teams, ensuring effective collaboration and problem-solving. This has improved my ability to convey complex financial information clearly and concisely.
Additionally, I have developed my technical proficiency with financial software such as Xero and Dext, which has streamlined my bookkeeping processes and improved the accuracy of financial data management. My attention to detail and organisational skills have also been refined through the meticulous handling of financial records and VAT returns.
These experiences have collectively contributed to my professional growth and the overall efficiency of our financial operations.

Structure and Support

How well organised/structured is your programme?
5/5
My program is very well structured, providing a clear and organised path for my studies. I have one dedicated study day each week where I attend college, allowing me to focus entirely on my exam preparation and learning. This regular schedule helps me stay on track and make consistent progress.
Additionally, my workplace is highly supportive of my educational pursuits, offering encouragement and flexibility to ensure I can balance my professional responsibilities with my studies. This supportive environment greatly enhances my ability to succeed in my program.
How much support do you receive from your employer?
5/5
I receive substantial support from my employer, which greatly contributes to my professional development. My employer, my tutor, and I regularly hold meetings to assess my skills and monitor my progress. These sessions are invaluable for identifying areas of improvement and ensuring that I am continuously advancing in my studies and work.
This collaborative approach not only provides me with constructive feedback but also demonstrates my employer's commitment to my growth and success. The ongoing support and guidance I receive are instrumental in helping me achieve my educational and career goals.
How much support do you receive from your training provider when working towards your qualifications?
5/5
I receive excellent support from my training provider while working towards my qualifications. They hold a compulsory mock exam a week before the actual exam to help us prepare thoroughly. This mock exam is invaluable for identifying areas that need improvement and boosting our confidence.
Additionally, we have access to an online website that features videos of every lesson, along with comprehensive notes and practice questions. This resource is incredibly helpful for revising and reinforcing our understanding of the material. The combination of these support mechanisms ensures that we are well-prepared and equipped to succeed in our exams.
How well do you feel that your qualification (through your training provider) helps you to perform better in your role?
5/5
My qualification through my training provider significantly enhances my performance in my role. Learning about tax regulations and double-entry bookkeeping has been particularly beneficial, as it directly applies to my daily tasks. This knowledge helps me understand the underlying principles of my work, leading to more accurate and efficient bookkeeping and VAT return submissions.
The comprehensive training and practical applications provided by my qualification ensure that I am well-equipped to handle the complexities of my job. This not only boosts my confidence but also improves the quality of service I provide to clients.
Are there extra-curricular activities to get involved in at your work? (For example, any social activities, sports teams, or even professional networking events.)
5/5
Yes, there are several extra-curricular activities to get involved in at my workplace. We have a social event every month, which provides a great opportunity to unwind and connect with colleagues in a relaxed setting. Additionally, we host a summer party and a Christmas party each year, both of which are highly anticipated and enjoyable events.
We also have a whole firm meeting once a year, which is an excellent chance to network with colleagues from different departments and stay informed about the company's overall direction and achievements. These activities not only foster a sense of community but also enhance professional relationships and teamwork within the firm.

Recommendations & Advice

Would you recommend PM+M Solutions for Business LLP to a friend?
Yes
Why?
I would highly recommend my workplace to a friend for several reasons:
Supportive Environment: The company provides substantial support for professional development, including regular meetings with my employer and tutor to assess my skills and progress.
Structured Learning: The well-organized program includes dedicated study days and access to comprehensive online resources, ensuring effective learning and preparation for qualifications.
Engaging Extra-Curricular Activities: There are numerous social activities, including monthly socials, a summer party, a Christmas party, and an annual firm meeting, which foster a strong sense of community and teamwork.
Professional Growth: The training and qualifications offered significantly enhance my ability to perform better in my role, particularly through practical applications of tax regulations and bookkeeping principles.
Overall, the combination of a supportive work environment, structured learning opportunities, and engaging social activities makes this workplace an excellent choice for anyone looking to grow professionally and enjoy a positive work-life balance.
What tips or advice would you give to others applying to PM+M Solutions for Business LLP?
Here are some tips for someone applying to PM+M Solutions for Business LLP:
Highlight Relevant Skills
Show Enthusiasm for Learning
Demonstrate Strong Communication Skills
Be Organised and Detail-Oriented
Engage in Extra-Curricular Activities
Prepare for Interviews
Good luck!
In This Review
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