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Apprenticeship training course

Accounts or finance assistant (level 2)

There are 153 training providers who offer this course. Check if a training provider can deliver this training in the apprentice's work location.

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Information about Accounts or finance assistant (level 2)

Maintaining an efficient and accurate finance function within a business.

Knowledge, skills and behaviours
View knowledge, skills and behaviours

Knowledge

  • Principles of English law that may have an impact when working in accountancy, including elements of contract law, employment law, company law, data protection and anti-money laundering regulations.
  • Foundations of professional ethics and codes of conduct in a finance and accounting environment.
  • The different types of legal entity and organisational structures and their relevance for financial and accounting activities.
  • Digital financial and accounting packages and applications including databases and spreadsheets.
  • The role of accounts and finance within an organisation including interaction with internal and external stakeholders.
  • Principles of using and maintaining financial records including accounts payable, accounts receivable, cash management and payroll.
  • Fundamental concepts of the commercial landscape and its impact on the organisation.
  • Principles of bookkeeping and controls.
  • Principles of cost recording systems within an organisation.
  • The differences between financial and management accounting.
  • Principles of corporate social responsibility (CSR), ethics and sustainability regarding finance and accounting.
  • Principles of cyber-security and working safely online within a finance and accounting context.
  • Principles of data handling including the significance of dates and the timing of transactions such as dates of invoice and payment
  • Principles of data security and legislative requirements regarding data handling in a financial and accounting context.
  • Approaches to diversity, inclusion and cultural awareness and their impact on finance and accountancy activities.
  • The impact of sustainability and environmental good practice on accounting and finance activities.

Skills

  • Record transactional data.
  • Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
  • Recognise and rectify routine errors, escalating as necessary.
  • Plan and review accounting and finance tasks.
  • Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
  • Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
  • Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Behaviours

  • Team working to provide support and collaborate with others to help achieve the goals of the organisation.
  • Flexible and responds constructively to changing work requirements.
  • Self-motivated to seek and act upon feedback, displaying commitment to personal and professional development.
  • Vigilant in their approach to accounting and finance tasks, paying close attention to detail and aware of the consequences of errors.
  • Professional in their approach to their work and others to meet the requirements of professional ethics and codes of conduct.
  • Focussed on the importance of delivering excellent service, identifying, meeting or exceeding stakeholder expectations.
  • Takes responsibility for sustainable outcomes in their actions and approaches to the role, performing duties respecting environmental good practice, specific to both the occupation and those recognised externally. 
  • Committed to personal wellbeing and an awareness of the support and resources available to help them.
Apprenticeship category (sector)
Legal, finance and accounting
Qualification level
2
Equal to GCSE
Course duration
12 months
Maximum funding
£7,000
Maximum government funding for
apprenticeship training and assessment costs.
Job titles include
  • Accounts administrator
  • Accounts assistant
  • Accounts payable clerk
  • Assistant bookkeeper
  • Business accounts administrator
  • Cost accountant assistant
  • Finance assistant junior
  • Junior cashier

View more information about Accounts or finance assistant (level 2) from the Institute for Apprenticeships and Technical Education.