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Course Info

  • apprenticeship

Useful Information

Mode of study:



12 – 14 months

Course Overview

Maintaining an efficient and accurate finance function within a business.
An Accounts or finance assistant is an integral part of the team responsible for maintaining an efficient and accurate finance function within a business. The Accounts or finance assistant is responsible for assisting the team of accountants with junior accounting duties. These can vary massively depending on the team structure and size of business. An Accounts or finance assistant’s work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry. Accounts or finance assistant can work in almost any sector. Potential employers include corporate businesses, sole traders, partnerships, Public sector, not-for-profit organisations and educational institutions. Accounts or finance assistant may work in-house for an organisation or they might work for an accountancy firm, bookkeeping practice, Shared Service provider, self-employed or on behalf of several different clients.

Course Highlights

Knowledge What is required for occupational competence?
General business

Aware of elements of commercial law that may have an impact when working in accountancy, such as contracts, data protection or Anti Money Laundering
Can explain the importance of upholding relevant codes of conduct
Can explain different legal entities and organisational structures.
Aware of the impact of technology on business and its accounting and finance functions.

Understanding your organisation

Understand own role within the context of your organisation
Understand transactional processes of accounting and their use within a finance function
Understand what makes a business or organisation successful, through either buying or selling products or supplying services to a market.

Accounting systems and processes

Understand how accounting systems and processes allows a business to keep track of all types of financial transactions
Know a range of routine accounts reports, reports and their use within the finance function
Understand the basics of internal control within own organisation.

Basic accounting

Aware of basic accountancy concepts and double entry bookkeeping
Understands bookkeeping controls
Understand the cost recording system within an organisation
Develop an understanding of the differences between Financial and Management Accounting.

Ethical standards

Understands corporate social responsibility (CSR), ethics and sustainability within organisations
Understands the importance of the need to keep up-to-date with relevant policies, procedures, regulatory or system changes.

Skills What is required for occupational competence?
Attention to detail

The ability to examine data to identify issues
The ability to reconcile data to minimise the chance of errors
The ability to plan and review work
Recognise and rectifies errors.


Deals effectively with a range of stakeholders using appropriate communication methods to deliver accurate and timely results
Avoids jargon and uses the correct technical terms where appropriate
Demonstrates good listening and speaking skills to be able to communicate effectively in the right manner.

Uses systems and processes

Utilises relevant office and accounting software packages to input and manage data accurately
Ability to maintain the security of accounting information using passwords and other appropriate security measures.

Personal effectiveness

Ability to organise self, prioritise workload and activity to meet deadlines.
Actively identifies team workload problems and offers to support peers where appropriate
Ability to understand issues beyond own remit

Behaviour What is required for occupational competence?
Team work

Supports colleagues and collaborates to achieve results
Builds working relationships within own team and other parts of the organisation
Be aware of their impact on others.

Personal development

Successfully implements changes that are required, as directed.
Displays an ongoing commitment to learning and self-improvement.
Seeks feedback and acts on it to improve their performance.


Looks to behave professionally by adhering to the organisational code of conduct
Has a ‘right first time’ approach.
Shows integrity in their approach
Demonstrates personal pride in the job through appropriate dress and positive and confident language.

Customer focus

Builds and maintains customer satisfaction with the products and services offered by the organisation in line with company policy, regulation and practice.
Delivers excellent service, identifying and meeting or exceeding customer expectations.

Career Opportunities & Further Study

Possibility of full-time employment after successful completion


Assessment is via on and off the job training. Learners will be assessed through:

Synoptic end-test covering knowledge and skills
Practical Skills Assessment
Apprentices will be required to take one of the professional qualifications listed below, as chosen by the employer to be most relevant to the job role:

AAT Foundation certificate in accounting (Level 2)
ACCA Certificate in financial and management accounting (level 2)
IAB Level 2 certificate in bookkeeping
ICB Level 2 certificate in bookkeeping

Entry Requirements

Apprentices without Level 1 English and maths will need to achieve this level and taken the test for level 2 prior to taking their end point assessment. For those with an education, health and care plan or a legacy statement, the apprenticeships English and maths minimum requirement is entry Level 3. British Sign Language qualifications are an alternative to English qualifications for whom this is their primary languag

How To Apply

Use the below link to apply for the above course.