Accounts Assistant Consultant Apprentice

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 below documents to the clients accounting software in a timely manner with great accuracy Purchase Requisition Purchase Orders Good 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

Training:

Assistant Accountant - Level 3 Apprenticeship Standard (A level):

This is to gain a Level 3 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.

Training Outcome:

After successfully achieving the AAT Level 3 qualification, the candidate will be considered for the Level 4 AAT Apprenticeship training and/or the opportunity to progress to a more senior level with the firm and a career within accountancy.

Edufin offers a clear and supportive progression route for those looking to build a career in education finance:

Apprentice Consultant → Junior Consultant → Associate Consultant → Consultant → Senior Consultant

The AAT qualification is one of the most recognised in the Finance industry and could lead to you studying for your ACCA or equivalent through Edufin if you so wish.

You will be supported through your training with the firm; shadowing our consultants on site to start with and then being able to assist us with finance assistant roles; working your way up to consultancy days as you gain experience.

Employer Description:
Edufin is a specialist consultancy that supports schools and academies with their finance operations. The business was founded by a group of directors who previously worked with ESF, a widely used education finance software. They identified a gap in the market—schools needing practical, hands-on finance support—and built Edufin to provide exactly that. Edufin consultants work directly with schools, helping with anything from day-to-day finance tasks like processing invoices to longer-term projects and high-level consultancy. Support can last from a few weeks to several years, and while most clients are visited on-site, some roles are fully remote. They are a friendly team at Edufin and have a positive, upbeat, happy culture. They pride themselves on being flexible for their staff and provide a good work life balance, but in return they want commitment and passion from their staff.

Working Hours :
Working hours will vary depending on your work location: In the office: 9:00 AM – 5:00 PM (1-hour lunch) At home: 9:00 AM – 5:30 PM (1-hour lunch) On-site at a school: 9:00 AM – 4:30 PM (45-minute lunch)

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