Legal Finance Assistant – New Business

Abacus Professional Recruitment Ltd; Belfast; On-site; GBP 40,000 - 60,000; Full time

Job summary

A professional recruitment agency in Northern Ireland is seeking a meticulous Legal Finance Assistant to manage client account transactions while ensuring compliance with Solicitors Accounts Rules. The successful candidate will have experience in account cashiering and proficiency in financial systems. This role entails various responsibilities, including banking, reconciliation, and supporting audits within a collaborative finance team.

Benefits

Private health insurance

Life assurance

Income protection

Wellbeing support

Flexible working options

Qualifications

• Experience in account cashiering within a legal or professional services firm.
• Solid understanding of the Solicitors Accounts Rules and AML procedures.
• Ability to manage deadlines effectively.

Responsibilities

• Check, bank, and post all client, currency, and deposit receipts.
• Process client and deposit payment requisitions accurately and promptly.
• Manage inter-ledger transfers.
• Reconcile daily bank movements and investigate unidentified receipts.
• Ensure compliance with SRA Accounts Rules and Anti-Money Laundering regulations.

Skills

Attention to detail

Strong communication skills

Organisational skills

Tools

Excel

ERP systems (like SAP, MS Dynamics or Oracle)

Job description

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