Finance 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

£15,600 a year

£15,600 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

Accounts or finance assistant (level 2)

Hours

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

37 hours 30 minutes a week

Start date

Wednesday 29 July 2026

Duration

1 year 3 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 documents below to the client's accounting software in a timely manner with great accuracy
• Purchase requisition
• Purchase orders
• Goods 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

You can select which locations you want to apply for in your application on Find an apprenticeship.

This apprenticeship is available in these locations:

• Dartford, Dartford, DA11RT
• Surrey, Surrey, CR36YA

Training

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

Training provider

SOLVEWAY LIMITED

Training course

Accounts or finance assistant (level 2)

What you'll learn

• Record transactional data.
• Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
• Recognise and rectify routine errors, escalating as necessary.
• Plan and review accounting and finance tasks.
• Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
• Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
• Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.
• Record transactional data.
• Use the organisation’s standard tools and processes to examine data to identify transactional issues such as, reconciliations and inconsistencies between invoices.
• Recognise and rectify routine errors, escalating as necessary.
• Plan and review accounting and finance tasks.
• Communicate with stakeholders to deliver accurate and timely results, avoiding jargon, using language tailored to the audience and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.
• Use finance and accounting software packages to accurately input and manage data to contribute to routine accounting tasks.
• Handle data and digital technology in line with cyber and data security requirements, using data securely and safely, including backing up data.

Training schedule

Assistant Accountant - Level 2 Apprenticeship Standard (A level):

This is to gain a Level 2 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)

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
• 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.