Work in finance at this level will involve more specialised or demanding work than is expected in clerical administration roles.

Your role might be to support professionals such as chartered accountants. Alternatively, you might work as a team leader or trainee manager. You can also take qualifications to progress in your career.

Example jobs

Accounting technician
Helping accountants by collecting and checking financial information.

Credit manager
Protecting your employer's finances by controlling the credit offered and managing the debts that customers owe.

Pensions professional
Advising on, designing, establishing and/or managing pension plans (schemes to provide payments for people when they retire).

Things you need to know

Typical working conditions

  • You are likely to be office-based.
  • Your role may involve some travel for meetings with clients.
  • You will usually work standard office hours and some Saturdays if you are working in a bank or building society.
  • You will use specialist finance computer programs.

Qualifications needed

To enter the finance sector at this level you will need Level 3 qualifications such as A levels or a BTEC National in business and finance.

Some employers offer advanced apprenticeships at Level 3 in providing financial services, accountancy, advising on financial products and payroll.

Employers will also be looking for attention to detail and accuracy in working.

Career path

With experience and further qualifications, you will have opportunities to move into more specialist areas such as auditing or taxation. You can move into management positions or even become a company director.

Useful links

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Association of Accounting Technicians

Institute of Credit Management