AAT Finance Assistant Apprentice
In Toto Ed Ltd
UK (SE3 9RD)
Closes in 31 days (Friday 13 February 2026)
Posted on 13 January 2026
Contents
Summary
Are you looking to build a long-term career in Accountancy? Then look no further! Start your career today with a level 4 apprenticeship with In Toto Ed Ltd and Kaplan. You will be gaining valuable workplace experience whilst also working towards the AAT level 4 qualification.
- Wage
-
£18,000 a year
- Training course
- Professional accounting technician (level 4)
- Hours
-
Monday to Friday, times to be confirmed.
38 hours a week
- Start date
-
Monday 2 March 2026
- Duration
-
1 year 6 months
- Positions available
-
1
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
Finance Assistant Responsibilities – Reporting to the Finance Manager, the post holder is required to:
- Support the effective day-to-day operations of the Finance Department, ensuring tasks are completed accurately and efficiently.
- Serve as the primary point of contact for finance-related enquiries, liaising professionally with both internal teams and external stakeholders.
- Accurately process purchase invoices and receipts in a timely and organised manner across multiple business entities.
- Assist in the preparation and timely distribution of sales invoices in line with company procedures.
- Support the reconciliation of company bank accounts, including the identification and resolution of discrepancies.
- Contribute to the preparation of regular and ad hoc financial reports for management.
- Monitor and reconcile staff expense cards, ensuring all expenditures are correctly documented and authorised.
- Maintain up-to-date and compliant financial records across the purchase ledger, sales ledger, general ledger, bank reconciliations, and supporting schedules, ensuring all information is accurate for month-end deadlines, audit requirements, and financial controls.
- Support the production of weekly Accounts Payable reports, including preparing weekly pay run summaries, identifying invoices pending approval, overdue items, and supplier queries for review by the Finance Manager.
- Utilise Xero daily for posting, coding, reconciliation, ledger accuracy, and maintaining clean and up-to-date financial records across all entities.
- Assist with budgeting, forecasting, and financial planning activities by providing accurate data and supporting the Finance Manager with spend monitoring and departmental reporting.
- Support the month-end process by completing assigned reconciliations across AP, AR, bank accounts, and ledgers, contributing to management reporting packs and audit documentation.
- Highlight any discrepancies or issues identified during ledger and reconciliation reviews, providing commentary and escalating when appropriate.
Where you'll work
St Agnes House, Cresswell Park, Blackheath,
London
UK
SE3 9RD
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
KAPLAN FINANCIAL LIMITED
Training course
Professional accounting technician (level 4)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
Course contents
- Collate and analyse financial information, and show how that information can be used most effectively to support value creation within an organisation.
- Apply accounting principles and adhere to legislation to ensure records are accurate and compliant with law or company policy when delivering accounting activities, such as the financial accounting of single entities, limited companies or partnerships or management accounting activities for an organisation.
- Apply professional scepticism when undertaking accounting activities to inform and evaluate decision making on the content of true and fair accounts, being alert to conditions that may indicate possible misstatement of financial information due to error or fraud, establishing the facts sensitively and being aware of unconscious bias.
- Interpret financial information for accounting purposes, such as using judgement to determine the correct way to report or account for transaction or undertaking ratio analysis.
- Participate in or support others with quality improvement activities, for example the improvement of personal working practices.
- Use software packages to assist with accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
- Deliver accounting tasks with a critical eye to transactions and trends, demonstrating a ‘right first time approach’.
- Use workload management principles to plan, organise and prioritise own tasks, and manage time effectively.
- Use accounting information to add value to the organisation through use of data visualisations, analysis and interpretation, and communicate financial information in a way that facilitates understanding for non-finance stakeholders.
- Communicate accounting information through a variety of media to enable key stakeholders to understand what is required, considering the risks and benefits to the organisation of social media and other digital applications.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver accounting tasks, recognising the importance of equality, diversity and inclusion.
- Collate and analyse financial information, and show how that information can be used most effectively to support value creation within an organisation.
- Apply accounting principles and adhere to legislation to ensure records are accurate and compliant with law or company policy when delivering accounting activities, such as the financial accounting of single entities, limited companies or partnerships or management accounting activities for an organisation.
- Apply professional scepticism when undertaking accounting activities to inform and evaluate decision making on the content of true and fair accounts, being alert to conditions that may indicate possible misstatement of financial information due to error or fraud, establishing the facts sensitively and being aware of unconscious bias.
- Interpret financial information for accounting purposes, such as using judgement to determine the correct way to report or account for transaction or undertaking ratio analysis.
- Participate in or support others with quality improvement activities, for example the improvement of personal working practices.
- Use software packages to assist with accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.
- Deliver accounting tasks with a critical eye to transactions and trends, demonstrating a ‘right first time approach’.
- Use workload management principles to plan, organise and prioritise own tasks, and manage time effectively.
- Use accounting information to add value to the organisation through use of data visualisations, analysis and interpretation, and communicate financial information in a way that facilitates understanding for non-finance stakeholders.
- Communicate accounting information through a variety of media to enable key stakeholders to understand what is required, considering the risks and benefits to the organisation of social media and other digital applications.
- Build and maintain collaborative, professional relationships with internal and external stakeholders to deliver accounting tasks, recognising the importance of equality, diversity and inclusion.
Training schedule
Professional Accounting Taxation Technician Apprenticeship Level 4 - AAT.
A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information. This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation.
Our Professional Accountant / Taxation Professional apprenticeship programme offers a choice of professional qualifications with work-based projects. This ensures that learning and skills are directly applied to the apprentice’s role, and maximises the time used as part of off-the-job training.
The course is made up of three mandatory units and five optional units. You must pass all the mandatory assessments and two optional unit assessments to achieve the qualification.
Mandatory:
- Drafting and Interpreting of Financial Statements (DAIF).
- Applied Management Accounting (AMAC).
- Internal Accounting Systems and Controls (INAC).
Optional:
- Business Tax (BNTA).
- Personal Tax (PNTA).
- Audit and Assurance (AUDT).
- Cash and Financial Management (CSFT).
- Credit and Debt Management (CRDM).
You will also be required to complete an End Point Assessment (EPA), which will include a role simulation exam and discussion or reflective statement with a supporting portfolio.
Training will be provided by attending either face-to-face classroom-based lessons or Live Online. An apprenticeship has to be relevant to the job you are undertaking, and you must dedicate 20% of your time towards it.
Requirements
Essential qualifications
GCSE or equivalent in:
- English (grade 9/A* - 4/C)
- Maths (grade 9/A* - 4/C)
Other in:
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted 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
About this employer
In Toto Ed is an education-focused organisation dedicated to improving outcomes for learners and the communities we serve.
Company benefits
- Unlimited access to an award-winning CPD platform.
- Fully funded enhanced DBS check.
- Extensive professional development opportunities.
- Cycle to work scheme.
- Free onsite parking.
- Health Assured Employee Assistance Programme – includes 24/7 counselling, mental health support, and wellness resources.
- Access to the “My Healthy Advantage” app – wellness plans, retail discounts, rewards, and more.
- 100% attendance bonus (per academic year).
- Employee recognition and long service awards.
- Casual dress code.
- Company pension scheme.
- Free Specsavers eye tests.
- Ipad or MacBook provided for work use.
- Free tea and coffee.
- “Refer a Friend” bonus scheme.
After this apprenticeship
Possibility to pursue Level 7 CIMA or ACCA as a Finance Accountant.
Ask a question
The contact for this apprenticeship is:
KAPLAN FINANCIAL LIMITED
The reference code for this apprenticeship is VAC2000008290.
Apply now
Closes in 31 days (Friday 13 February 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.