Accounts or Finance Assistant
Start your finance career with the Accounts or Finance Assistant Level 2 (ST0608). Gain a solid foundation in double-entry bookkeeping, financial administration, and ethical standards. Ideal for aspiring Finance Assistants and Junior Bookkeepers.
Delivery
Blended
Accounts or Finance Assistant Apprenticeships in Liverpool
Learners and organisations across Liverpool and Merseyside can use the Accounts or Finance Assistant apprenticeship to build job ready Accountancy & Finance skills while supporting local business growth.
Liverpool has a strong and diverse economy across finance, technology, logistics and professional services, creating ongoing demand for Accountancy & Finance roles. From organisations based in Liverpool city centre and the Baltic Triangle, to employers across Bootle, Wirral and Knowsley, many businesses rely on Accountancy & Finance apprentices to support core operations, digital systems and financial processes.
The Accounts or Finance Assistant apprenticeship works particularly well for Liverpool employers with Accountancy & Finance teams, expanding digital or finance functions, or growing business support services, where apprentices can develop practical, role specific skills that add real value.
We also support apprentices living in nearby areas including Wirral, St Helens, Southport and Widnes, making Liverpool an accessible and well-connected location for learners across the region.
Apprentices in Liverpool complete their Accounts or Finance Assistant apprenticeship through a blend of remote learning, online workshops and workplace-based support, meeting the 20% off-the=job training requirement without the need to attend a physical training centre.
If you are based in Liverpool or the surrounding area and would like to start or support a Accounts or Finance Assistant apprenticeship, we can explain how delivery works locally and what the next steps involve.
Why train in North West?
Solveway partners with leading Accountancy & Finance employers across the North West area, offering local mentorship and networking events near you to ensure you build a professional network right where you live.
Overview
The Level 2 Accounts or Finance Assistant apprenticeship is a practical entry route into a career in accounting and finance. It’s designed for school leavers, career changers, or employees who need the skills to support a finance team with confidence.
Over 9 months, apprentices learn how to process transactions, manage financial records, and use accounting software while working in a real job. The programme includes the AAT Level 2 Certificate in Accounting and structured off-the-job training alongside day-to-day responsibilities.
For employers, apprentices quickly become productive team members who improve accuracy, strengthen financial controls, and support routine finance operations. By the end of the programme, they can handle core tasks independently and are ready to progress into higher-level accounting roles.
What You'll Learn
- Double-entry bookkeeping: Record sales, purchases, receipts and payments accurately using core accounting principles.
- Sales and purchase ledger management: Maintain customer and supplier accounts and keep records up to date.
- Bank reconciliation and error correction: Identify discrepancies, resolve issues, and improve data accuracy.
- Accounting software and spreadsheets: Use digital tools to process transactions and produce financial information.
- Basic costing and financial awareness: Understand business costs, budgets, and how finance supports decision-making.
- Professional communication: Work with colleagues, suppliers, and customers in a clear and professional way.
- Compliance, confidentiality and data security: Follow financial controls, GDPR requirements, and ethical working practices.
Key skills you’ll develop
Assessment & EPA
Apprentices build their knowledge and skills through workplace tasks, regular reviews, and completion of the AAT Level 2 Certificate in Accounting. Training is applied directly to real job responsibilities, ensuring immediate business value.
When the apprentice is consistently performing at the required level, they pass through Gateway. This confirms they have completed their training, met the required standards, and are ready for End-Point Assessment (EPA).
The EPA takes place at the end of the apprenticeship and includes a structured professional discussion with an independent assessor, supported by a portfolio of workplace evidence, along with a synoptic knowledge test. This confirms the apprentice can apply their skills in real finance scenarios and operate as a competent Accounts or Finance Assistant.
Career Progression
The Level 2 Accounts or Finance Assistant apprenticeship is the first step in a structured accounting career pathway. Typical roles after completion include Accounts Assistant, Finance Administrator, Purchase Ledger Clerk, Sales Ledger Clerk, or Payroll Assistant.
Most apprentices progress to the Level 3 Assistant Accountant apprenticeship, where they take on more responsibility for preparing financial information and supporting business decisions. From there, the Level 4 Professional Accounting Technician programme allows specialisation in areas such as management accounting, tax, or audit.
With experience and further study through professional bodies such as AAT, ACCA, or CIMA, this pathway can lead to senior roles including Management Accountant, Finance Manager, Financial Controller, or Finance Director. It’s a clear, debt-free route into one of the UK’s most stable and in-demand professions.
Ready to apply?
Applications are open for the next intake. Takes less than 2 minutes to register your interest.
Check Eligibility
Do you have the Right to Work in the UK & been resident for 3+ years?
Are you currently studying another funded qualification?
You cannot be funded for two apprenticeships/courses simultaneously.
Do you have grades A*-C (9-4) in GCSE Maths & English?
If no, Functional Skills will be included in your programme.
Full Entry Requirements
Level 2 apprenticeships are ideal for those starting out or new to the industry.
Applicants will typically:
- Have GCSEs (or equivalent) in English and maths, or be willing to work towards them
- Be employed in a suitable role or have an employer willing to support the apprenticeship
- Meet the standard apprenticeship eligibility requirements
- Have the right to work in the UK
- Have lived in the UK or EEA for the last three years (for funding eligibility)
- Not be studying another funded qualification at the same time
Entry requirements may vary by programme and employer. All applicants will complete an initial assessment to confirm suitability and ensure the apprenticeship is the right level and fit.
For Employers
- Increase efficiency and accuracy in routine finance tasks
- Develop staff trained in your systems, processes and software
- Reduce recruitment and onboarding costs
- Strengthen financial controls and data reliability
- Improve retention through clear development pathways
- Access government funding and potential National Insurance savings
Ready to launch your career?
Don't wait to start your future. Our apprenticeship programmes are in high demand. Apply today to check your eligibility and take the first step towards a successful career.
Career Progression
These are common progression routes taken by learners after completing the Accounts or Finance Assistant apprenticeship.
Hybrid Learning: Available Nationwide
Our hybrid apprenticeship model allows us to deliver high-quality training to employers and learners across England.