Apprentice Finance Assistant (Apprenticeship)

Responsibilities

• Assist with processing invoices, receipts, and expense claims
• Help maintain accurate and up-to-date financial records and data
• Perform regular bank reconciliations in coordination with the finance team
• Support monthly financial reporting and reconciliations
• Communicate with suppliers and internal departments to resolve invoice or payment queries
• Support petty cash handling and expense tracking as required
• Learn and apply finance software and tools (e.g. Xero) under supervision
• File and organise financial and administrative documents, both digitally and physically
• Ensure timely payment of supplier bills and maintain accurate audit trails
• Assist with general financial record-keeping and reporting
• Maintain confidentiality and handle sensitive financial information responsibly
• Provide administrative support across departments including Finance, Fundraising, HR, and Operations
• Help prepare internal reports and presentations
• Draft, update, and maintain internal finance documentation and procedures
• Ensure compliance with internal policies and financial procedures
• Support with ad-hoc tasks to help ensure smooth business operations

Training

Assistant Accountant Apprenticeship Level 3. This level is ideal for existing staff or new talent in an accounting or finance role. Their work could include assisting in the day to day financial activities such as data entry to month end management accounts and/or year-end financial statements. You will be studying the AAT Level 3 Diploma in Accounting. This level will encourage you to master more complex accounting principles in both Bookkeeping and Management Accounting. You will study 5 units: Financial Accounting; Preparing Financial Statements (FAPS); Management Accounting Techniques (MATS); Tax Processes for Business (TPFB); Business Awareness (BUAW); Advanced Synoptic Assessment (ADSY) which forms part of your End Point Assessment. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate time to off the job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship.

Qualifications required

• GCSE Maths & English – Grade 4 and above
• AAT Foundation Certificate in Accounting (Level 2)

Skills required

• Basic knowledge of accounting principles and financial processes (double-entry bookkeeping, reconciliations, etc.)
• Competence in using Microsoft Excel and other MS Office applications
• Numeracy and confidence in handling financial data
• Ability to use (or willingness to learn) accounting software such as Sage, Xero, or QuickBooks
• Clear written and verbal communication skills for reporting and liaising with colleagues
• Strong IT literacy and ability to adapt to finance systems
• Basic understanding of workplace policies relating to finance, confidentiality, and compliance

Prospects

Possible permanent position after completion of course

Qualification / Standard: ST0002 Assistant accountant

Duration: 18 months