Legal Finance Assistant - New Business

Abacus Professional Recruitment; Belfast; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A professional recruitment agency in Belfast is looking for a Legal Finance Assistant to manage client account transactions and ensure compliance with Solicitors Accounts Rules. The role involves checking banking activities, processing payments, and assisting with audits. Ideal candidates have experience in legal account cashiering, strong attention to detail, and proficiency in financial systems. Attractive benefits include a competitive package and flexible working arrangements.

Benefits

Private health insurance

Life assurance

Income protection

Wellbeing support

Pension

Bonus

Qualifications

• Experience in account cashiering within a legal or professional services firm.
• Solid understanding of the Solicitors Accounts Rules and AML procedures.
• Highly organized with strong attention to detail and accuracy.
• Great communication skills and confidence to build relationships.
• Ability to work under pressure and manage deadlines.

Responsibilities

• Check, bank, and post all client receipts.
• Process payment requisitions accurately and promptly.
• Manage inter-ledger transfers.
• Reconcile daily bank movements.
• Assist with opening and closing client bank accounts.
• Ensure compliance with SRA Accounts Rules and AML.
• Support year-end audits and prepare cash statements.
• Handle queries from fee earners and partners.

Skills

Account cashiering experience

Understanding of Solicitors Accounts Rules

Attention to detail

Communication skills

Proficiency in Excel

Tools

SAP

MS Dynamics

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.

Skills

Finance Cashiering Banking

Benefits

Significant – pension, bonus, hybrid 3&2 + more!