Reference Quantity: ST0608

Particulars of normal


Accounts or finance assistant

Function profile:

An Accounts or finance assistant is an integral a part of the group answerable for sustaining an environment friendly and correct finance operate inside a enterprise. The Accounts or finance assistant is answerable for aiding the group of accountants with junior accounting duties. These can range massively relying on the group construction and measurement of enterprise. An Accounts or finance assistant’s work might embrace 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 virtually any sector. Potential employers embrace company companies, sole merchants, partnerships, Public sector, not-for-profit organisations and academic establishments. Accounts or finance assistant may match 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 shoppers.

Entry necessities:

Particular person employers will decide their very own entry necessities.


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

Information What’s required for occupational competence?
Basic enterprise
  • Conscious of components of economic legislation which will have an effect when working in accountancy, equivalent to contracts, knowledge 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 operate
  • Perceive what makes a enterprise or organisation profitable, via both shopping for or promoting merchandise or supplying providers to a market.
Accounting techniques and processes
  • Perceive how accounting techniques and processes permits a enterprise to maintain monitor of all sorts of monetary transactions
  • Know a variety of routine accounts studies, studies and their use throughout the finance operate
  • Perceive the fundamentals of inner management inside personal organisation.
Fundamental accounting
  • Conscious of fundamental 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 duty (CSR), ethics and sustainability inside organisations
  • Understands the significance of the necessity to maintain up-to-date with related insurance policies, procedures, regulatory or system modifications.
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 possibility of errors
  • The power to plan and evaluation 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 proper technical phrases the place applicable
  • Demonstrates good listening and talking expertise to have the ability to talk successfully in the proper method.
Makes use of techniques and processes
  • Utilises related workplace and accounting software program packages to enter and handle knowledge precisely
  • Skill to take care of the safety of accounting data utilizing passwords and different applicable safety measures.
Private effectiveness
  • Skill to organise self, prioritise workload and exercise to satisfy deadlines.
  • Actively identifies group workload issues and gives to help friends the place applicable
  • Skill to grasp points past personal remit
Behaviour What’s required for occupational competence?
Crew work
  • Helps colleagues and collaborates to attain outcomes
  • Builds working relationships inside personal group and different components of the organisation
  • Pay attention to their impression on others.
 Private improvement  

  • Efficiently implements modifications which can 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’ strategy.
  • Reveals integrity of their strategy
  • Demonstrates private pleasure within the job via applicable costume and optimistic and assured language.
 Buyer focus  

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


Usually, 12 to 14 months.


Apprentices will probably be required to take one of many skilled {qualifications} listed beneath, 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 (stage 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 stage {of professional} membership aligned with this apprenticeship, depending on the qualification chosen. Skilled physique memberships which can be related to the choices for this apprenticeship are:

  • IAB – Affiliate Degree Membership
  • ICB – Affiliate Degree Membership

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

English and arithmetic

Apprentices with out Degree 1 English and maths might want to obtain this stage and brought the check for stage 2 previous to taking their finish level evaluation. For these with an training, 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



Overview date:

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

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