Creating financial records for clients. Duties include processing financial documents onto cloud based filing, performing bookkeeping and accounts preparation work and completing basic administrative tasks. Using cloud-based accounting software in Capium, Xero and Quickbooks. Reporting and importing banking entries using Excel spreadsheets.

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Closing date: 31 Jul 2024

Apprenticeship summary

  • Annual wage


    £12,480 for 16-17 yrs to £15,600 for 18+ yrs

  • Working week

    Monday to Friday 9:30-3:30 with a 20 minute paid break.

    Total hours per week: 30

  • Expected duration

    12 Months

  • Possible start date

    05 Sep 2024

  • Date posted

    28 May 2024

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What you will do in your working day

Responsible for several duties related to managing financial records these responsibilities include:

  • Processing payments, invoices, income, and receipts and entering data into accounting software or databases and scanning paper copies into cloud-based filing
  • Preparing financial statements showing business income and expenditure
  • Reconciling the sales and purchase ledgers and managing the bank and cash reconciliations, following up on queries for unidentifiable transactions monthly, quarterly, and annually

· Processing Making Tax Digital VAT returns using cloud-based software, managing reconciliations to capture all relevant entries

  • Helping the Accountant and Accountant Assistant with ledger reconciliations for fixed assets, intercompany and payroll reconciliations and verifying the accuracy of the accounting entries and alerting the Accountant and Accountant Assistant of any problems and queries to clear inaccuracies
  • Administrative tasks for taking on new clients and maintaining current clients
  • Able to work to tight deadlines and manage their workload, prioritising work coming in, diarising work to sustain their working hours, and able to initiate contact with clients to request records
  • Great team player, working alongside the Accountant and Accountant Assistant, preparing work to their deadlines for clients and able to hand over completed work in a timely, efficient manner with full working papers evidencing the work performed, all reconciliations and supporting the accuracy of the accounting records prepared

The training you will be getting

  • Level 2 Accounts or Finance Assistant Apprenticeship
  • Weekly college attendance during term time

What to expect at the end of your apprenticeship

Permanent full-time employment on successful completion of the apprenticeship with opportunities to study for Levels 3 and 4 AAT and then study to become an ICAEW Chartered accountant if desired.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Customer care skills, Number skills, Team working, Initiative, Positive attitude


GCSE or equivalent Any other 3 subjects (Grade 6) Essential
GCSE or equivalent English Language (Grade 6) Essential
GCSE or equivalent Maths (Grade 6) Essential

Things to consider

The office is situated in the home of the Accountant. Clients will come for meetings to the office. Social skills to work as a team player and to work with clients, especially those who have acute anxiety over our work, is necessary. A can do, positive attitude towards learning new skills and methods is required. You will need to be able to manage your own study time, and manage studying and revising for exams in your own time, around work time and college day release. You will be a self starter and responsible, taking ownership for your tasks to perform and learning how to work to the standards of an ICAEW firm of accountants.

About the employer

In 2012, I created my own accountancy practice and for the first time, ditched 100s of millions of pounds, consolidating accounts from businesses and branches worldwide, and reporting to the Financial Stock Markets, for a simpler life working with ordinary people and visionaries assisting them to live their dreams, whatever these were and whatever their challenges. It was a move I have never looked back on. Within my practice are currently two assistants who began working with me in the past 2-3 years. Their own knowledge and experience has assisted me in building up my practice which currently has over 150 clients. These clients range from the everyday builder, retail, designers, to owner managed companies and landlords. The client base covers all manner of industries and sectors – some environmentally friendly pioneering climate change to the everyday pensioner trying to finance their way through life and including local charities who are attempting to meet the needs of those they serve. I have one mission. Using my skills, experience, and knowledge, to make accounting accessible to all, relevant and jargon free. To assist those who wish to run and manage their own lives to navigate the rules imposed by governments and tax officials, and to come out stronger, meeting their goals and sustaining their businesses throughout their life until they retire. For these people are the backbone to our society. They are the life in our cities and towns. They are the ones we need to care for and nurture. And they live right next door. If you decide to come on board with me, I will take you on this journey meeting the ordinary individual and helping them to build their business from start up to a thriving enterprise, navigating the regulations and pitfalls of ownership, and taking away the stress of the finance role by providing the information they need to make decisions, and calculating tax payments due, whilst benefitting from any available reliefs and opportunities that come their way from changes in the rules. I believe in growth and building up from the bottom role, training and meeting high professional standards in passing examinations and key performance targets, so my assistants can manage their own client portfolio within this practice, and live their dream as a qualified Accounting Technician with AAT, or the accounting profession of their choice. I reward innovation in the role, proactive ideas, great team performance, accuracy and timeliness of tasks, and the desire to build strong client relations. The service I offer clients is a bespoke package that runs right alongside each client, taking away the stress of uncertainty, and replacing it with easy-to-understand reports, certainty about all taxes due, dates due for payment and management of those tax accounts, plus services to support the daily business finance role.







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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


Gill Ramsay

07849 439561

Apprenticeship standard

Accounts or finance assistant

Level 2 (GCSE)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Before you apply

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