Reference Quantity: ST0608

Particulars of ordinary


Accounts or finance assistant

Function profile:

An Accounts or finance assistant is an integral a part of the crew chargeable for sustaining an environment friendly and correct finance perform inside a enterprise. The Accounts or finance assistant is chargeable for helping the crew of accountants with junior accounting duties. These can range massively relying on the crew construction and dimension of enterprise. An Accounts or finance assistant’s work may embody primary bookkeeping actions, working with gross sales and buy ledgers, operating calculations to make sure that information and funds are appropriate, recording of money and information entry. Accounts or finance assistant can work in virtually any sector. Potential employers embody company companies, sole merchants, partnerships, Public sector, not-for-profit organisations and academic establishments. Accounts or finance assistant may go in-house for an organisation or they could work for an accountancy agency, bookkeeping observe, Shared Service supplier, self-employed or on behalf of a number of completely different purchasers.

Entry necessities:

Particular person employers will decide their very own entry necessities.


All Accounts or finance assistant will reveal the next information, expertise and behaviours.

Data What’s required for occupational competence?
Normal enterprise
  • Conscious of parts of business legislation that will have an effect when working in accountancy, akin to contracts, information safety or Anti Cash Laundering
  • Can clarify the significance of upholding related codes of conduct
  • Can clarify completely different authorized entities and organisational constructions.
  • Conscious of the impression of know-how on enterprise and its accounting and finance features.
Understanding your organisation
  • Perceive personal function throughout 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 way of both shopping for or promoting merchandise or supplying providers to a market.
Accounting methods and processes
  • Perceive how accounting methods and processes permits a enterprise to maintain monitor of all varieties of monetary transactions
  • Know a spread of routine accounts studies, studies and their use throughout the finance perform
  • Perceive the fundamentals of inner management inside personal organisation.
Primary accounting
  • Conscious of primary accountancy ideas and double entry bookkeeping
  • Understands bookkeeping controls
  • Perceive the fee 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 modifications.
Expertise What’s required for occupational competence?
Consideration to element
  • The power to look at information to establish points
  • The power to reconcile information to minimise the prospect of errors
  • The power to plan and overview work
  • Recognise and rectifies errors.
  • Offers successfully with a spread of stakeholders utilizing applicable communication strategies to ship correct and well timed outcomes
  • Avoids jargon and makes use of the proper technical phrases the place applicable
  • Demonstrates good listening and talking expertise to have the ability to talk successfully in the precise method.
Makes use of methods and processes
  • Utilises related workplace and accounting software program packages to enter and handle information 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 satisfy deadlines.
  • Actively identifies crew workload issues and provides to help friends the place applicable
  • Capability to know points past personal remit
Behaviour What’s required for occupational competence?
Crew work
  • Helps colleagues and collaborates to realize outcomes
  • Builds working relationships inside personal crew and different elements of the organisation
  • Pay attention to their impression on others.
 Private improvement  

  • Efficiently implements modifications 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.

  • Seems to behave professionally by adhering to the organisational code of conduct
  • Has a ‘proper first time’ strategy.
  • Reveals integrity of their strategy
  • Demonstrates private pleasure within the job by way of applicable gown and optimistic and assured language.
 Buyer focus  

  • Builds and maintains buyer satisfaction with the services and products provided by the organisation in keeping with firm coverage, regulation and observe.
  • Delivers wonderful service, figuring out and assembly or exceeding buyer expectations.


Sometimes, 12 to 14 months.


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

  • AAT Degree 2 Certificates in Accounting
  • ACCA Certificates in monetary and administration accounting (degree 2)
  • IAB Degree 2 certificates in bookkeeping
  • ICB Degree 2 certificates in bookkeeping

Hyperlink to skilled registration:

On completion, the apprentice will be capable of apply for the suitable degree {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 Degree Membership
  • ICB – Affiliate Degree Membership

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

English and arithmetic

Apprentices with out Degree 1 English and maths might want to obtain this degree and brought the check for degree 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 Degree 3.  British Signal Language {qualifications} are a substitute for 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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