Level 3 Accounts/Finance Assistant
Awarding body:

Duration: 15 – 18 months (including EPA)
Start date: Sept – July
Accounts/Finance Assistant Apprenticeship
If you’re looking to start a career in finance, this apprenticeship will equip you with the practical skills and knowledge needed to thrive in the industry. As an Accounts/Finance Assistant, you’ll be an essential part of the team, ensuring financial records are accurate and processes run smoothly.
Throughout this programme, you'll gain hands-on experience in bookkeeping, sales and purchase ledgers, calculations, and data entry. Alongside practical learning, you'll receive expert Level 3 AAT training covering bookkeeping transactions, bookkeeping controls, working effectively in finance, and computer accounting systems.


Topics, units and assessments
As part of the apprenticeship, you will learn about:
- Introduction to Bookkeeping
- Principles to Bookkeeping
- Controls
- Elements of Costing
- Working Effectively in Accounting
- Using Accounting Software
As part of the End Point Assessment (EPA), you will be expected to complete:
- Synoptic assessment: Covering the knowledge and skills as indicated in the mapping document
- Portfolio and reflective discussion: Exhibiting a range of evidence produced in the work-place to demonstrate that you have met the knowledge, skills and behaviours specified in the standard. The portfolio of evidence must meet all learning outcomes, as set out in the assessment plan, and will support and inform the assessment of the reflective discussion.
How you’ll learn
Off the job training is a critical and important element within the apprenticeship. Off the job training must deliver new skills and knowledge that are directly relevant to the apprenticeship standard and can include:
- Teaching of theory via blended delivery methods
- Practical training
- Work shadowing
- Supported learning and time spent writing any assignments/questions

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Tax Assistant
A Tax Assistant supports accountants and tax professionals in preparing and filing tax returns and ensuring compliance with tax regulations. Their role involves gathering financial data, organising documentation, and assisting with audits or tax inquiries.
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Assistant Accountant
An Assistant Accountant supports accountants by managing tasks such as processing invoices, preparing financial reports and maintaining records. They play a key role in ensuring the smooth operation of an organisation's financial processes.
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Finance Officer
A Finance Officer manages an organisation’s financial operations, including budgeting, financial reporting, and ensuring compliance with financial regulations. They oversee cash flow, prepare financial statements, and monitor expenditures.
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Audit Trainee
An Audit Trainee works under the upervision of senior auditors, performing tasks such as reviewing financial statements, evaluating internal controls and gathering evidence for audits. They often visit client sites, learn to identify risks, and prepare audit reports.
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Develop Skilled Professionals
Apprentices gain hands-on experience in bookkeeping, financial reporting, and tax regulations while ensuring compliance with industry standards. By teaching these skills, it helps businesses maintain accurate financial records, as well as contributing to overall business performance.
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Improve Efficiency in Processes
With structured training in accounting software and financial analysis, apprentices help streamline processes such as payroll, invoicing, and budgeting and reducing errors. By streamlining these processes, semior members of staff can prioritise other tasks.
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Support Business Growth and Decision-Making
Well-trained apprentices can provide valuable financial insights, helping businesses make informed decisions on budgeting, cost management, and forecasting, ultimately supporting business expansion and profitability.
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Cost-Effective Workforce Development
Government funding makes apprenticeships a cost-effective way to train future accountants. Investing in apprentices creates a pipeline of skilled professionals who can progress to senior finance roles, reducing recruitment costs and increasing retention.

Employer Hub
Get the information you need on how apprenticeships can benefit your business.
Our Employer Hub provides clear guidance on how apprenticeships can help your business thrive, plus all the details about funding and support you'll get every step of the way to make apprenticeships a key part of your workforce strategy.
Employer solutionsMy apprenticeship offered me everything I was looking for; fully funded training while being able to gain hands on experience in a real business and a regular salary.
Callum, Accounts Apprentice