Accounts Assistant Consultant Apprentice

Summary

As an Apprentice with EduFin, you will gain fantastic insight and experience into the education finance sector whilst they support you to become AAT qualified. They have offices in East Malling; however, you will mainly be travelling to client premises.

Wage

£15,000 a year

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£15,000 per year for the first year (up to £18,000 depending on experience) and then raising to the National Minimum Wage for your age at least, after the first year.

Training course

Assistant accountant (level 3)

Hours

Working hours will vary depending on your work location: In the office: 9:00 AM – 5:00 PM (1-hour lunch) At home: 9:00 AM – 5:30 PM (1-hour lunch) On-site at a school: 9:00 AM – 4:30 PM (45-minute lunch)

37 hours 30 minutes a week

Start date

Wednesday 27 August 2025

Duration

1 year 6 months

Positions available

4

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

Some duties that may be expected of you when on site include, but are not limited to, the following.

Ensure that all transactions actioned, and advice given is in line with the client’s financial policies, DfE guidance and within statutory financial regulations.

Purchase Ledger Duties:

Posting the below documents to the clients accounting software in a timely manner with great accuracy
Purchase Requisition
Purchase Orders
Good Received Notes
Purchase Invoices
Ensure that all expenditure is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
Receive and check statements from suppliers
Investigate and action any issues that arise with regards to creditors

Sales Ledger Duties:

Raise sales invoices as requested by the client on the accounting system in a timely manner
Ensure that all income is recorded against the relevant nominal code and cost centre, and that the correct VAT code is used
Ensure that all requests for sales invoices are processed and sent to debtors promptly
Ensure that all invoices are monitored and chased so that prompt payment is received
Any other sales ledger maintenance duties requested by the client

Bank Account Duties:

Ensure that paying in slips/ remittances are received and processed on the accounting system in a timely manner

Other Balance Sheet Items:

Ensure that petty cash returns are received and processed on the accounting system in a timely manner and that a month end reconciliation is undertaken to ensure that actual funds held balance to the ledger
Ensure that credit card returns are received and processed on the accounting system in a timely manner

Income Duties:

Post all relevant grant income received

Although the majority of your working day will be on site, fulfilling a role or tasks as set by the client, there are additional responsibilities that this level of role comes with such as:

Looking for opportunities to promote our services such as
Helpdesk / Connect / Software / Consultancy (yourself and others)
Ensuring you are always delivering added value to clients
Complete all internal training as required by EduFin within the timeframes given
Any other duties as required from the Directors and Seniors

Where you'll work

THE OAST
EMR CENTRE
EAST MALLING
WEST MALLING
ME19 6BJ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SOLVEWAY LIMITED

Your training course

Assistant accountant (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Assist with the investigation and response to financial information queries.
Record and analyse financial data using the organisation’s standard tools and processes.
Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
Assist with production of accurate financial information for the preparation of accounts.
Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
Develop and maintain effective working relationships with stakeholders.
Communicate financial information in a way that non-finance stakeholders can interpret and understand.
Utilise digital skills to present key financial information using finance and accounting software and applications.
Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
Assist with the investigation and response to financial information queries.
Record and analyse financial data using the organisation’s standard tools and processes.
Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.
Assist with production of accurate financial information for the preparation of accounts.
Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.
Develop and maintain effective working relationships with stakeholders.
Communicate financial information in a way that non-finance stakeholders can interpret and understand.
Utilise digital skills to present key financial information using finance and accounting software and applications.
Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.

Your training plan

Assistant Accountant - Level 3 Apprenticeship Standard (A level):

This is to gain a Level 3 AAT qualification. This Apprenticeship role is split 80/20 between working and earning with the employer gaining valuable hands-on skills, and learning & gaining qualifications with Solveway Apprenticeships.

You will attend remote learning sessions, one day a week for the duration of the apprenticeship. Further training details will be made available at a later date.

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

Other requirements

Edufin have offices in East Malling; however, you will mainly be travelling to client premises. If you are not required on site, remote working from their office and potentially from home will be arranged. Mileage will be reimbursed to you at the HMRC rate. Therefore, a full driving licence and access to your own vehicle is a requirement of the apprenticeship.

About this company

Edufin is a specialist consultancy that supports schools and academies with their finance operations. The business was founded by a group of directors who previously worked with ESF, a widely used education finance software. They identified a gap in the market—schools needing practical, hands-on finance support—and built Edufin to provide exactly that. Edufin consultants work directly with schools, helping with anything from day-to-day finance tasks like processing invoices to longer-term projects and high-level consultancy. Support can last from a few weeks to several years, and while most clients are visited on-site, some roles are fully remote. They are a friendly team at Edufin and have a positive, upbeat, happy culture. They pride themselves on being flexible for their staff and provide a good work life balance, but in return they want commitment and passion from their staff.

http://edufin.co.uk (opens in new tab)

Company benefits

Excellent career progression.prospects. Competitive salaries. Healthcare plan. Pension scheme. Occasional remote working. Birthday Day Off. Additional Study Day prior to an exam. Opportunity to request additional leave.

After this apprenticeship

After successfully achieving the AAT Level 3 qualification, the candidate will be considered for the Level 4 AAT Apprenticeship training and/or the opportunity to progress to a more senior level with the firm and a career within accountancy.

Edufin offers a clear and supportive progression route for those looking to build a career in education finance:

Apprentice Consultant → Junior Consultant → Associate Consultant → Consultant → Senior Consultant

The AAT qualification is one of the most recognised in the Finance industry and could lead to you studying for your ACCA or equivalent through Edufin if you so wish.

You will be supported through your training with the firm; shadowing our consultants on site to start with and then being able to assist us with finance assistant roles; working your way up to consultancy days as you gain experience.

Ask a question

The contact for this apprenticeship is:

SOLVEWAY LIMITED

Catherine Wingrove

catherinewingrove@solveway.co.uk

The reference code for this apprenticeship is VAC1000320253.

Apply now

Closes in 23 days (Friday 6 June 2025)

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

After signing in, you’ll apply for this apprenticeship on the company's website.

Company’s application instructions

Your CV will be screened for eligibility Initial call with Solveway Apprenticeships to establish suitability Second stage call with Edufin Operations Director Face to face interview at Edufin head office with tasks to complete (Interviews taking place on 17th, 18th & 19th June) Trial afternoon followed by a quiz Offer Start (end of July or end of August)

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