Accounts or Finance Assistant Level 2

Programme Overview

The Level 2 Accounts or Finance Assistant apprenticeship prepares individuals to support the accounts and finance functions within an organisation. In a school context, this role involves assisting with financial administration including processing invoices and purchase orders, maintaining financial records, supporting budget monitoring, and assisting with payroll administration. Apprentices will develop a sound understanding of basic accounting principles, financial systems, and the importance of accuracy and compliance in financial record-keeping. This programme provides an excellent foundation for a career in school finance.

What Your Staff Will Learn

• Process financial transactions including invoices, purchase orders and payments accurately
• Maintain financial records and ensure accuracy and completeness of financial data
• Assist with budget monitoring and the preparation of financial reports
• Understand and apply basic accounting principles and double-entry bookkeeping
• Use accounting software and financial management systems effectively
• Comply with financial regulations, organisational procedures and relevant legislation
• Communicate clearly with suppliers, colleagues and external stakeholders regarding financial matters
• Support payroll administration and staff expense processing as required

Entry Requirements

• 1
  Currently working in or moving into a finance, accounts, or financial administration role
• 2
  English and maths at Level 1 required (Level 2 must be achieved before EPA)
• 3
  Be employed for a minimum of 16 hours per week in England
• 4
  Have the right to work in the UK
• 5
  Good numeracy skills, attention to detail and a methodical approach to work

Benefits for Your School