We are looking for an Accounts Assessor

The Insitute of Legal Finance & Management; Wigan; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading legal finance institution in England is seeking an Accounts Assessor to support regulatory interventions in the legal sector. This role involves analyzing financial documentation, helping to determine ownership of client funds, and ensuring compliance with Solicitors Accounts Rules. Ideal candidates have experience in legal accounts, strong IT skills, and excellent client care abilities. Join us to make a real difference in the legal profession while enjoying a supportive work environment.

Benefits

Supportive work environment

Professional growth opportunities

Qualifications

• Relevant work experience in legal accounts or solicitors firm.
• Experience of using various case management systems/accounts software is desirable.
• Excellent time management and organisational skills.

Responsibilities

• Support the accounts assessment aspect of regulatory interventions.
• Retrieve and analyse financial documentation.
• Assist with monthly billing and administrative tasks.

Skills

Relevant work experience in legal accounts

Experience as a Legal Cashier

Experience of dealing with customers/clients

Good standard of IT skills (including Microsoft Word & Excel)

Client care/customer service skills

Ability to read financial ledgers

Tools

Various case management systems/accounts software

Job description

Location Office base: Wigan, WN3 5BA - Potential for Agile working

Salary Dependent on experience

We are looking for an Accounts Assessor

• Are you experienced in legal accounts and looking to make a meaningful impact in the legal sector?
• Do you want a career that offers variety, intellectual challenge, and the chance to work supporting regulatory bodies like the SRA, CLC, and BSB?
• How about joining a team that will support your development and help you build a career in legal finance and compliance?

Yes? Come and play a vital role in our Interventions team, helping ensure the integrity of legal practices and protecting client funds!

The Role

We are seeking an Accounts Assessor to support the accounts assessment aspect of regulatory interventions. You’ll assist in the closure of law firms, retrieve and analyse financial documentation, and help determine the rightful ownership of client funds.

What Makes This Role Great?

Working with us in the Interventions team will give you a unique insight into legal finance, regulatory compliance, and client care. You’ll gain hands‑on experience in:

• Attending interventions across the UK
• Reviewing and reconciling financial records
• Producing reconciled lists of accounts for Statutory Trust funds
• Analysing client ledgers to determine beneficial entitlement
• Locating supporting evidence from accounting material or client files
• Liaising with clients and third parties to verify transactions
• Supporting the claims process and reporting to regulatory bodies
• Assisting with monthly billing and administrative tasks

This role offers a rare opportunity to work at the intersection of law, finance, and regulation, making a real difference in the legal profession.

About You

To be successful in this role, you’ll need:

• Relevant work experience in legal accounts or solicitors firm
• Experience as a Legal Cashier - desirable
• Experience of dealing with customers/clients
• Experience of working with financial accounts
• Experience of dealing with high volumes of enquiries
• Experience of using various case management systems/accounts software - desirable
• Good standard of IT skills (including Microsoft word & excel)
• Adaptable and methodical with a high degree of accuracy and attention to detail
• Excellent time management and organisational skills
• Client care/customer service skills
• Ability to read financial ledgers
• Knowledge and understanding of interventions - desirable
• Knowledge of Solicitors Accounts Rules - desirable
• We also look for individuals who embody our brand values: approachable, flexible, inclusive, resilient, and supportive.

Why Stephensons?

Stephensons is an award‑winning, top 150 law firm with a strong commitment to growth and development. We offer a supportive environment where you can thrive professionally while maintaining a healthy work‑life balance.