Reference Quantity: ST0608

Particulars of normal


Accounts or finance assistant

Function profile:

An Accounts or finance assistant is an integral a part of the staff answerable for sustaining an environment friendly and correct finance perform inside a enterprise. The Accounts or finance assistant is answerable for aiding the staff of accountants with junior accounting duties. These can differ massively relying on the staff construction and dimension of enterprise. An Accounts or finance assistant’s work may embody fundamental bookkeeping actions, working with gross sales and buy ledgers, working calculations to make sure that information and funds are right, recording of money and knowledge entry. Accounts or finance assistant can work in nearly any sector. Potential employers embody company companies, sole merchants, partnerships, Public sector, not-for-profit organisations and academic establishments. Accounts or finance assistant may fit in-house for an organisation or they could work for an accountancy agency, bookkeeping apply, Shared Service supplier, self-employed or on behalf of a number of totally different shoppers.

Entry necessities:

Particular person employers will decide their very own entry necessities.


All Accounts or finance assistant will exhibit the next data, abilities and behaviours.

Information What’s required for occupational competence?
Normal enterprise

  • Conscious of components of business legislation which will have an effect when working in accountancy, comparable to contracts, knowledge safety or Anti Cash Laundering
  • Can clarify the significance of upholding related codes of conduct
  • Can clarify totally different authorized entities and organisational buildings.
  • Conscious of the affect of expertise on enterprise and its accounting and finance capabilities.

Understanding your organisation

  • Perceive personal position inside the context of your organisation
  • Perceive transactional processes of accounting and their use inside a finance perform
  • Perceive what makes a enterprise or organisation profitable, by means of both shopping for or promoting merchandise or supplying providers to a market.

Accounting programs and processes

  • Perceive how accounting programs and processes permits a enterprise to maintain monitor of all forms of monetary transactions
  • Know a variety of routine accounts studies, studies and their use inside the finance perform
  • Perceive the fundamentals of inner management inside personal organisation.

Primary accounting

  • Conscious of fundamental accountancy ideas and double entry bookkeeping
  • Understands bookkeeping controls
  • Perceive the price recording system inside an organisation
  • Develop an understanding of the variations between Monetary and Administration Accounting.

Moral requirements

  • Understands company social accountability (CSR), ethics and sustainability inside organisations
  • Understands the significance of the necessity to preserve up-to-date with related insurance policies, procedures, regulatory or system adjustments.

Abilities What’s required for occupational competence?
Consideration to element

  • The power to look at knowledge to determine points
  • The power to reconcile knowledge to minimise the prospect of errors
  • The power to plan and evaluate work
  • Recognise and rectifies errors.


  • Offers successfully with a variety of stakeholders utilizing applicable communication strategies to ship correct and well timed outcomes
  • Avoids jargon and makes use of the right technical phrases the place applicable
  • Demonstrates good listening and talking abilities to have the ability to talk successfully in the best method.

Makes use of programs and processes

  • Utilises related workplace and accounting software program packages to enter and handle knowledge precisely
  • Capability to take care of the safety of accounting data utilizing passwords and different applicable safety measures.

Private effectiveness

  • Capability to organise self, prioritise workload and exercise to fulfill deadlines.
  • Actively identifies staff workload issues and provides to assist friends the place applicable
  • Capability to know points past personal remit

Behaviour What’s required for occupational competence?
Group work

  • Helps colleagues and collaborates to realize outcomes
  • Builds working relationships inside personal staff and different elements of the organisation
  • Concentrate on their affect on others.

 Private improvement  

  • Efficiently implements adjustments which might be required, as directed.
  • Shows an ongoing dedication to studying and self-improvement.
  • Seeks suggestions and acts on it to enhance their efficiency.


  • Appears to behave professionally by adhering to the organisational code of conduct
  • Has a ‘proper first time’ method.
  • Reveals integrity of their method
  • Demonstrates private satisfaction within the job by means of applicable gown and constructive and assured language.

 Buyer focus  

  • Builds and maintains buyer satisfaction with the services supplied by the organisation consistent with firm coverage, regulation and apply.
  • Delivers wonderful service, figuring out and assembly or exceeding buyer expectations.


Sometimes, 12 to 14 months.


Apprentices shall be required to take one of many skilled {qualifications} listed under, as chosen by the employer to be most related to the job position:

  • AAT Basis certificates in accounting (Stage 2)
  • ACCA Certificates in monetary and administration accounting (stage 2)
  • IAB Stage 2 certificates in bookkeeping
  • ICB Stage 2 certificates in bookkeeping

Hyperlink to skilled registration:

On completion, the apprentice will be capable of apply for the suitable stage {of professional} membership aligned with this apprenticeship, depending on the qualification chosen. Skilled physique memberships which might be related to the choices for this apprenticeship are:

  • IAB – Affiliate Stage Membership
  • ICB – Affiliate Stage Membership

Neither AAT nor ACCA supply skilled registration upon completion of this apprenticeship.

English and arithmetic

Apprentices with out Stage 1 English and maths might want to obtain this stage and brought the take a look at for stage 2 previous to taking their finish level evaluation. For these with an schooling, well being and care plan or a legacy assertion, the apprenticeships English and maths minimal requirement is entry Stage 3.  British Signal Language {qualifications} are an alternative choice to English {qualifications} for whom that is their major language



Evaluation date:

Three years from the date of the usual or when important change is required.

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