accounts/finance assistant level 2
Equip yourself with the tools for tomorrow's accounting
An Accounts or Finance Assistant plays a crucial role in ensuring the effectiveness and accuracy of the financial operations of a company. This role can be found in a wide range of industries such as within public or private sector organisations as well as the charity and voluntary sectors where the use of finance departments and personnel are essential.
The primary duties involve assisting with finance and accounting tasks, conducting basic bookkeeping activities, managing sales and purchase ledgers, conducting calculations to ensure the accuracy of records and payments, and maintaining data entry and cash records.
On this apprenticeship programme, candidates will be required to complete two integrated exams (A1 & A3) and one exam (A2) during the End-Point Assessment (EPA)

Key Information
Duration
12 Month programme followed by a 3-month End Point Assessment phase.
Funding
If you pay into the apprenticeship levy this is 100% funded at £7,000
Or
a maximum £350 (5% contribution) if you are a non-levy employer.
Fully funded for a 16-21 in a non-levy employer
Knowledge
- General Business - Awareness of commercial law elements, such as contracts, data protection, and Anti Money Laundering, affecting accountancy work, with the ability to explain codes of conduct and understand legal entities and organisational structures.
- Accounting Systems and Processes - Understanding how accounting systems track financial transactions, knowledge of routine accounts reports, and basics of internal control within the organisation.
- Understanding Your Organisation - Understanding one's role within the organisation, familiarity with transactional processes of accounting, and awareness of factors contributing to a business or organisation's success.
- Basic Accounting - Awareness of fundamental accountancy concepts, proficiency in double entry bookkeeping, understanding bookkeeping controls, cost recording systems, and differentiation between Financial and Management Accounting.
- Ethical Standards - Understanding corporate social responsibility (CSR), ethics, and sustainability in organisations, and recognising the importance of staying updated on relevant policies, procedures, and regulatory changes.
Skills
- Attention to Detail - Examines data to identify issues, reconciles data to minimise errors, plans and reviews work, and promptly recognises and rectifies errors.
- Communication - Effectively deals with various stakeholders using appropriate communication methods, avoids jargon, employs correct technical
- Uses Systems and Processes - Utilises relevant office and accounting software for accurate data input and management, ensuring the security of accounting information through appropriate security measures.
- Personal Effectiveness - Organises oneself, prioritises workload to meet deadlines, actively identifies and offers support for team workload problems, and demonstrates the ability to understand issues beyond one's own remit.
Behaviours
- Teamwork - Supports colleagues, collaborates for results, builds working relationships within the team and across the organisation, and is aware of the impact on others.
- Personal Development - Successfully implements required changes, demonstrates ongoing commitment to learning and self-improvement, and actively seeks feedback to improve performance.
- Professionalism - Behaves professionally by adhering to the organisational code of conduct, adopting a 'right first time' approach, showing integrity, and expressing personal pride in the job through appropriate dress and positive language.
- Customer Focus - Builds and maintains customer satisfaction with products and services, adhering to company policy, regulations, and practices, and consistently delivers excellent service while identifying and meeting or exceeding customer expectations.
Who is the Payroll Administrator Apprenticeship (Level 3) suitable for?
- Those with a keen interest in administration, compliance or raw mathematics.
- Those with aspirations in the payroll industry, including roles such as payroll administrator, payroll officer or payroll analyst.
- Those looking to find their footing in a stable and in-demand industry.


