Isaacs Accountants

Level 2 – Accounting, Finance and Payroll Administration Apprentice – Isaacs Accountants

To support the Finance, Payroll and Business Support function within the organisation whilst completing the Accounting Apprenticeship Programme

Reference number: VAC1000122945

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Wage – £9,379.50 to £18,525 per annum
Duration – 15 Months
Start date – 13 March 2023
Posted – 13/01/2023

Working Week:

Monday – Friday with 1 day a week release granted for attendance at college. Hours to be arranged. Total hours per week: 37 hours a week.

Apprenticeship level

2

Positions

1

What will the apprentice be doing?

The duties will involve:

  • Processing receipts, sales invoices and payments
  • Maintaining financial records which accurately record the business’ incoming and outgoings
  • Completing VAT return forms
  • Ensuring that accounts are accurately monitored and recorded
  • Dealing with a company’s payroll by processing wages and employee expense claims
  • To process and issue orders
  • To process invoices for payment, ensuring that they are correctly coded
  • To receive income (small amounts) for items and issue receipts
  • Assist payroll team with duties and submissions to HMRC.
  • Maintain ‘simple’ monthly payrolls
  • Advance to more detailed payrolls after a period of training and progression
  • Organise, distribute and chase payroll year end questionnaires
  • Assist with payroll year ends
  • Set up new payroll client files
  • Archive old payroll files and roll forward year end files
  • Answering telephone in a professional manner and dealing with enquiries
  • General administrative duties including generating various letters / emails to clients
  • Responding to clients by emails swiftly
  • To undertake filing, photocopying and distribution of relevant documents
  • Other general clerical and administrative duties commensurate with the post

General:

  • To comply with policies and procedures relating to child protection, health, safety and security, confidentiality and data protection, reporting all concerns to an appropriate person
  • To be aware of and support difference and ensure equal opportunities for all
  • To contribute to the overall ethos / work / aims of the organisation
  • To attend meetings as required
  • To maintain constructive relationships and communicate with other agencies / professionals
  • To participate in training and other learning activities and performance development as required
  • To recognise own strengths and areas of expertise and use these to support
  • To maintain confidentiality and to prevent disclosure of confidential and sensitive information
  • Other duties commensurate with the grade of the post as directed by the managers

Professional Development / Training:

The Apprenticeship Training Programme forms part of your duties as well as helping your personal and professional development, the requirements to complete the programme are as follows:

  • Attend and be punctual for all induction sessions
  • Attend and be punctual for all lessons
  • Complete all required assignments
  • Build up your portfolio of evidence on-going during your apprenticeship programme.
  • Access support from your tutor / assessor as and when required
  • Access support from your manager with regards to evidence requirements or support as and when required
  • Attend all work-based training / support sessions and attend college as necessary
  • To attend mentoring sessions

What training will the apprentice take and what qualification will the apprentice get at the end?

Accounts Finance Assistant Standard Level 2.

The Accounts / Finance Assistant is responsible for assisting the team of accountants with junior accounting duties. These can vary massively depending on the team structure and size of business.

An Accounts / Finance Assistant’s work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry.

All Accounts / Finance Assistants will demonstrate the following Knowledge, Skills and Behaviours.

Knowledge:

  • Accounting Systems and Processes
  • General Business
  • Understanding your Organisation
  • Basic Accounting
  • Ethical Standards

Skills:

  • Attention to Detail
  • Communication
  • Uses Systems and Processes
  • Personal Effectiveness

Behaviour:

  • Personal Development
  • Team Work
  • Customer Focus
  • Professionalism

The AAT (Association of Accounting Technician) Certificate in Accounting Level 2 is as part of this apprenticeship standard.

This qualification comprises four mandatory units:

  • Introduction to Bookkeeping
  • Principles of Bookkeeping Controls
  • Principles of Costing
  • The Business Environment

The following Functional Skills are part of the apprenticeship standard:

  • Maths Level 1 then 2
  • English Level 1 then 2
  • Candidates are required to have already achieved maths and English GCSE Grade C/4 or above or an equivalent to be accepted on the course. Evidence is required

The duration of the apprenticeship is 12-15 months, to allow confirmation of successful examination results/re-sits as well as completion of the required End Point Assessment.

The two End Point Assessment methods are:

1. Structured interview (supported by a portfolio of evidence summary) will cover the following:

  • Teamwork
  • Professionalism
  • Customer focus
  • Ethical standards
  • General business, understanding your organisation
  • Personal effectiveness
  • Communication
  • Personal development and Uses systems and processes

2. In-tray test will involve the following:

  • Accounting systems and processes
  • Basic accounting and attention to detail
  • One day release at Kirklees College, Waterfront, Huddersfield

What is the expected career progression after this apprenticeship?

  • Full time employment
  • Progression to level 3 Accounts

Things to consider

Please check journey times and cost of travel. The location is excellent; the company is located around 5 minutes from Bradford Interchange.

You will be required to travel to Kirklees College, located in Huddersfield Town Centre to study your AAT qualification this will start in September and is each week.

Wage is dependent upon experience.

Requirements and prospects

Desired skills and personal qualities

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

Qualifications

Grade 4/C or above in Math’s and English or equivalent would be preferred but each person will be considered on their individual merits.

About the employer

Isaacs Accountants

TRUST HOUSE, 5 NEW AUGUSTUS STREET, BRADFORD, BD1 5LL
Isaacs is an established and highly reputable organisation providing a wide range of professional services, including accountancy, financial management and other advisory services, to clients across a range of industries and locations in the UK. We understand that businesses expect and need far more than financial management services to excel and grow. Businesses are seeking support and services to help them operate more effectively and efficiently in challenging environments. We help businesses and organisations seek and realise opportunities by delivering services and solutions that also cover growth strategies, digital solutions, operational excellence and business transformation. Our experienced and professional team look forward to working with you and your team to provide a range of accounting, strategic and operational services to help you thrive in today’s fast-paced digital environment.

Closing date: 28 February 2023