Legal Accounts Assistant

Role Summary

We are seeking an experienced Legal Accounts Assistant to join our growing legal practice and support the day-to-day financial management of the business, with a particular focus on Conveyancing. This is an exciting opportunity to join a modern forward-thinking firm focused on delivering exceptional client service.

Working closely with the Director of Finance, you will play a key role in managing both client and office accounts, ensuring compliance with Solicitors Regulation Authority (SRA) Accounts Rules, and gain supporting the wider financial operations of the practice.

This is a varied and hands-on position suited to someone with previous legal finance or accounts experience who is looking to further develop their career within a collaborative and growing business.

Key Responsibilities

Client & Legal Accounts

• Manage daily client account transactions in line with SRA Accounts Rules
• Perform daily and monthly reconciliations of client account ledgers
• Monitor and maintain accurate client balances, identifying and resolving discrepancies promptly
• Process client billing, completion statements, transfers, and financial queries
• Ensure accurate record keeping and maintenance of legal accounting documentation

Business Finance Support

• Support day-to-day office account operations including payments, banking, and reconciliations
• Process supplier invoices, expenses, and payment runs
• Assist with payroll, VAT administration, and month-end finance processes
• Maintain accurate financial records and support management reporting requirements

Compliance & Reporting

• Support compliance with SRA Accounts Rules and internal financial controls
• Assist with audit preparation and liaise with external auditors where required
• Help identify and improve finance processes and procedures
• Support the preparation of financial reports and information for senior management

Administration & Team Support

• Work closely with conveyancing and operational teams to support client matters
• Act as a point of contact for finance-related queries from internal and external stakeholders.
• Assist with general finance and administrative duties across the practice
• Contribute to a professional, organised, and efficient working environment

Finance Administration & Month-End Support

• Support month-end close processes including journals and reconciliations
• Assist with accruals, prepayments, and basic balance sheet reconciliations
• Maintain accurate and well-organised financial records for audit purposes
• Support management accounts preparation as required

Required Experience & Skills

• Previous experience in legal accounts, finance, or bookkeeping required
• Working knowledge of SRA Accounts Rules preferred
• Strong understanding of accounting principles and reconciliations
• Excellent attention to detail and organisational skills
• Confident communicator with the ability to work across teams
• Strong Excel and Microsoft Office skills
• Experience using legal accounting systems, Xero, or QuickBooks beneficial
• Proactive, reliable, and able to manage workloads effectively in a fast-paced environment

Desirable Attributes

• Experience supporting residential or auction conveyancing teams.
• Familiarity with CQS (Conveyancing Quality Scheme) standards.
• Experience with SRA file audits or compliance preparation.
• Comfortable working in an innovative, digitally-enabled, and client-centric culture.

Remuneration & Benefits

• Salary: £30,000 - £35,000 per annum, depending on experience
• Working hours: Monday to Friday, 09:00 – 18:00
• 20 days annual leave plus public holidays
• Birthday gifted as day off and discretionary Christmas closure
• Support provided towards professional qualifications

We value collaboration, ethical practices, and professional development. This role offers the opportunity to join a modern and growing legal practice where you can further develop your experience within legal finance while working as part of a supportive and ambitious team. As part of their conveyancing team, this role ensures that client finances are managed to the highest standards, enabling fee earners to focus on delivering seamless legal support.