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Accounts/Finance Assistant

Course Code: A2/0488/00

Level: 2
Subject area: Business, Management & HR

Qualification: Apprenticeship

Duration: 12 months

About the course

An accounts/finance assistant is an integral part of the team, responsible for maintaining an efficient and accurate finance function within a business. The accounts/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/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/finance assistants can work in almost any sector. Potential employers include corporate businesses, sole traders, partnerships, public sector, not-for-profit organisations and educational institutions. Accounts/finance assistants may work in-house for an organisation or they might work for an accountancy firm, bookkeeping practice, shared service provider, or on behalf of several different clients.

What you'll learn

An Apprenticeship is broken down into three learning categories: skills, knowledge and behaviours. For the Level 2 Accounts/Finance Assistant Apprenticeship, you will cover the following …


  • 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
  • aware of the impact of technology on business and its accounting and finance functions
  • 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
  • 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
  • aware of basic accountancy concepts and double entry bookkeeping
  • understand bookkeeping controls
  • understand the cost recording system within an organisation
  • develop an understanding of the differences between financial and management accounting
  • understand 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.


  • 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 rectify 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
  • utilises relevant office/accounting software packages to input and manage data accurately
  • the ability to maintain the security of accounting information using passwords and other appropriate security measures
  • ability to organise self, prioritise workload/activity to meet deadlines
  • actively identifies team workload problems and offers to support peers where appropriate
  • ability to understand issues beyond own remit.


  • 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.
  • 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.
  • behaves 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.
  • 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.

You will be taught, guided and assessed on the above topics over the duration of your Apprenticeship to prepare for your achievement. This will be done via tutor practical sessions and visits at the workplace from your designated assessor who will ensure you are competent in the job you are doing.

Entry requirements

To undertake this Apprenticeship you will be required to undergo an assessment with the course tutor. This is nothing to worry about! The tutor will have a conversation with you in order to assess your employability skills and your keenness to learn. They will also want to find out about any prior knowledge you may have. The assessment may include a practical task and a short workbook of basic questions about the industry.

If you do not already hold a GCSE at a grade 4-9 (A-C) or Functional Skills (level 1-2) in English and maths then you will be asked to complete a short assessment to determine what level you are currently working at. The results from this, combined with your tutor meeting, will ascertain whether we will be able to accept you onto an Apprenticeship and work with you to find an employer to begin your learning journey.


In order to achieve your apprenticeship you will need to complete an end-point assessment. The end-point assessment is the name given to a series of tests you must take to prove your ability to do the job you have been training for. These tests take place at the end of the Apprenticeship following a period of training and development.

The two end-point assessment methods are: structured interview (supported by a portfolio of evidence summary), and an in-tray test. Both assessment methods will be conducted and graded by an independent organisation.

On completion, the apprentice will be able to apply for the appropriate level of professional membership aligned with this apprenticeship, dependent on the qualification chosen. Professional body memberships that are relevant to the options for this apprenticeship are the IAB – Associate level membership or the ICB – Associate level membership.

Neither AAT nor ACCA offer professional registration upon completion of this Apprenticeship.

What's next?

Level 3 Accounts Assistant Apprenticeship.

Important information

By applying for this position you will go through the College’s assessments and once successful, you will be assigned a Business Engagement Officer who will guide you into employment by supporting you to find the best-suited workplace.

Whether or not you've got a work placement lined up, you can apply for and start an Apprenticeship at any time. We'll work with you to make sure you're on the right career path and help match you with a suitable employer. Just complete an application form.