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For Companies At a Glance
- Tasks: Manage client account transactions and ensure compliance in a busy legal finance environment.
- Company: Inclusive firm that values diversity, collaboration, and professional growth.
- Benefits: Private health insurance, life assurance, income protection, and flexible working options.
- Why this job: Join a supportive team and make a real impact in client accounting.
- Qualifications: Experience in account cashiering and strong understanding of Solicitors Accounts Rules.
- Other info: Engage in firm-wide events and enjoy excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Would you like to work where Inclusivity & Support are the number one considerations: A culture that values diversity, collaboration, and professional growth.
Competitive Benefits Packages are guaranteed: Private health insurance, life assurance, income protection, wellbeing support, and more.
Flexible Working will always be available: Hybrid options and modern office spaces with hot-desking.
Social & Community Engagement is expected: Be part of firm-wide events, clubs, and networks that make work more enjoyable and make a big impact in the local community.
About the Role
Are you meticulous, organised, and confident handling client money within a busy legal finance environment? We’re looking for a Legal Finance Assistant to play a key role in managing client account transactions and maintaining compliance with the Solicitors Accounts Rules (SAR). You’ll be part of a collaborative and supportive finance team, ensuring accuracy, control, and exceptional service across all areas of client accounting.
What You’ll Do
- Checking, banking, and posting all client, currency, and deposit receipts.
- Processing client and deposit payment requisitions accurately and promptly.
- Managing inter‑ledger transfers (Client to Bill, Client to Disbursement, etc.).
- Reconciling daily bank movements and investigating unidentified receipts.
- Assisting with opening and closing client, joint, and escrow bank accounts.
- Ensuring full compliance with SRA Accounts Rules and Anti‑Money Laundering (AML) regulations.
- Supporting year‑end audits and preparing client cash statements and reports.
- Handling ad‑hoc queries from fee earners, partners, and external stakeholders.
What We’re Looking For
- Has experience in account cashiering within a legal or professional services firm.
- Possesses a solid understanding of the Solicitors Accounts Rules and AML procedures.
- Is highly organised with strong attention to detail and accuracy.
- Has great communication skills and the confidence to build internal and external relationships.
- Is proficient in Excel and financial systems (ideally ERP like SAP, MS Dynamics or Oracle).
- Works well under pressure and can manage deadlines effectively.
Skills
- Finance
- Cashiering
- Banking
Benefits
Significant – pension, bonus, hybrid 3&2 + more!
Legal Finance Assistant - New Business employer: Abacus Professional Recruitment
Contact Detail:
Abacus Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Legal Finance Assistant - New Business
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal finance world and let them know you're on the hunt for a role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the Solicitors Accounts Rules and AML procedures. Being able to discuss these confidently will show that you're not just a great fit on paper, but also in practice.
✨Tip Number 3
Don’t forget to showcase your organisational skills! During interviews, share examples of how you've managed client accounts or reconciled bank movements. This will highlight your attention to detail and ability to work under pressure.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining our inclusive and supportive team.
We think you need these skills to ace Legal Finance Assistant - New Business
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your account cashiering experience and understanding of Solicitors Accounts Rules to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about the role and how your background aligns with our values of inclusivity and support. A personal touch goes a long way!
Showcase Your Attention to Detail: Since this role requires meticulousness, ensure your application is free from errors. Double-check everything before hitting send – we love candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Abacus Professional Recruitment
✨Know Your Numbers
Brush up on your knowledge of the Solicitors Accounts Rules and Anti-Money Laundering procedures. Being able to discuss these confidently will show that you’re not just familiar with the basics, but that you understand their importance in a legal finance environment.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where your meticulousness and organisational skills made a difference. Whether it’s managing client transactions or reconciling bank movements, having specific stories ready will demonstrate your capability for the role.
✨Excel at Excel
Since proficiency in Excel is key, make sure you can talk about your experience with financial systems. If you’ve used ERP systems like SAP or Oracle, be ready to share how you’ve leveraged these tools to improve efficiency or accuracy in your previous roles.
✨Build Rapport
Practice your communication skills by engaging in mock interviews or discussions. The ability to build relationships with fee earners, partners, and external stakeholders is crucial, so showing that you can connect with others will set you apart from other candidates.
