ACCA Finance Analyst Apprenticeship

Charles Stanley and Co

UK, EC2Y 9LY

Closes in 13 days (Thursday 31 October)

Posted on 14 October 2024

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Summary

Are you looking to build a long-term career in Finance and Data? Then look no further! Start your career today with a Level 3 apprenticeship with Charles Stanley and Co and Kaplan. You will be gaining valuable workplace experience whilst working towards the Finance Analyst apprenticeship.

Annual wage
£25,000 a year

Minimum wage rates (opens in new tab)

Training course
Data technician (level 3)
Hours
9.00am - 5.00pm Monday - Friday

35 hours a week

Possible start date

Monday 6 October

Duration

1 year 6 months

Positions available

1

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

This apprenticeship programme combines formal study with on-the-job learning and training, at the end of which you may be offered a permanent position with Charles Stanley.

The apprenticeship programme integrates eight modules of technical training with work-based projects including the ACCA pathway - Business and Technology (BT), Management Accounting (MA) and Financial Accounting (FA). Your studies will be fully funded by Charles Stanley, and you will be given one day per week to focus upon your studies.

Throughout the programme you will have the support of your line manager, Charles Stanley’s Learning & Development team, and a
dedicated mentor from your team.

As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include:

  • Assisting with the processing of invoices and remittances
  • Assisting with administrative

Where you’ll work

Ropemaker Place 25 Ropemaker Street

London

UK

EC2Y 9LY

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

KAPLAN FINANCIAL LIMITED

Your training course

Data technician (level 3)

Equal to A level

Course contents
  • Source and migrate data from already identified different sources.
  • Collect, format and save datasets.
  • Summarise and explain gathered data.
  • Blend data sets from multiple sources and present in format appropriate to the task.
  • Manipulate and link different data sets as required.
  • Use tools and techniques to identify trends and patterns in data.
  • Apply basic statistical methods and algorithms to identify trends and patterns in data.
  • Apply cross checking techniques for identifying faults and data results for data project requirements.
  • Audit data results.
  • Demonstrate the different ways of communicating meaning from data in line with audience requirements.
  • Produce clear and consistent technical documentation using standard organisational templates.
  • Store, manage and distribute in compliance with data security standards and legislation.
  • Explain data and results to different audiences in a way that aids understanding.
  • Review own development needs.
  • Keep up to date with developments in technologies, trends and innovation using a range of sources.
  • Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
  • Operate as part of a multi-functional team.
  • Prioritise within the context of a project.
  • Source and migrate data from already identified different sources.
  • Collect, format and save datasets.
  • Summarise and explain gathered data.
  • Blend data sets from multiple sources and present in format appropriate to the task.
  • Manipulate and link different data sets as required.
  • Use tools and techniques to identify trends and patterns in data.
  • Apply basic statistical methods and algorithms to identify trends and patterns in data.
  • Apply cross checking techniques for identifying faults and data results for data project requirements.
  • Audit data results.
  • Demonstrate the different ways of communicating meaning from data in line with audience requirements.
  • Produce clear and consistent technical documentation using standard organisational templates.
  • Store, manage and distribute in compliance with data security standards and legislation.
  • Explain data and results to different audiences in a way that aids understanding.
  • Review own development needs.
  • Keep up to date with developments in technologies, trends and innovation using a range of sources.
  • Clean data i.e. remove duplicates, typos, duplicate entries, out of date data, parse data (e.g. format telephone numbers according to a national standard) and test and assess confidence in the data and its integrity.
  • Operate as part of a multi-functional team.
  • Prioritise within the context of a project.

    • Your training plan

    Data is at the heart of accounting, and therefore data analysis can help accountants deliver more value to businesses. Accounting involves data from various sources and sometimes there aren’t dedicated resources to support working on the data, ready to be used by the accounting team. The Data Technician apprenticeship programme integrates eight modules of technical training with work based projects. This ensures that learning and skills are directly applied to the apprentice’s role, and maximises the time used as part of off-the-job training. For each module, learners benefit from attending small, scheduled Live Online classes taught by a subject matter specialist. The units include: Microsoft Office Specialist: Excel Associate. Data Literacy. Bookkeeping. Data Analysis and Visualisation with Excel. Final Accounts Preparation (FAPR). Databases and Data Modelling. Data Challenge workshop. Indirect Tax (IDRX).

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • Maths (grade 4-9)
    • English (grade 4-9)

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship 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
    • Physical fitness

    Other requirements

    27 days holiday Pension (10% employer contribution) Private medical Life assurance Gym membership Season ticket loans

    About this company

    Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people. With over 864 employees spread across a network of over 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service.

    After this apprenticeship

    The opportunity to obtain a professional Finance qualification.

    Potential future progression within Charles Stanley.

    Ask a question

    The contact for this apprenticeship is:

    KAPLAN FINANCIAL LIMITED

    The reference code for this apprenticeship is VAC1000282071.

    Apply now

    Closes in 13 days (Thursday 31 October)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

    After signing in, you’ll apply for this apprenticeship on the company's website.

    Company’s application instructions

    To apply, you must register with GetMyFirstJob and then follow the instructions to complete your application.