Reporting To: Head of Financial Operations
Purpose: This is a pivotal position within the finance department, responsible for leading a large team, delivering day‑to‑day client financial operations, whilst ensuring compliance with Solicitors Accounts Rules.
You will act as the key point of contact for all legal cashiering matters, while also supporting wider finance activities and process improvements.
The role requires a proactive and detail‑oriented individual who can manage multiple priorities, maintain high levels of accuracy, and build effective relationships across the business.
Legal Cashiering
* Oversee all aspects of legal cashiering in line with Solicitors Accounts Rules
* Manage client and office account transactions, ensuring full compliance
* Handle conveyancing transactions, including completions, SDLT payments, and client fund movements
* Perform complex daily and monthly client and office bank reconciliations, investigating any discrepancies in a timely basis
* Maintenance of the Breach Log
Systems & Process Improvement
* Identify opportunities to improve processes, controls, and efficiencies within the finance function
* Support system upgrades, implementations, or transitions where required
* Act as SME in all systems matters that impact the Legal Cashiering facility
Stakeholder Management
* Act as a key finance contact for fee earners and senior stakeholders
* Liaise with external auditors, accountants, and regulatory bodies as needed
Leadership
* Lead a large Cashier Team, developing a high performing function, aligning to company growth strategy
* Understand and develop training plans for all team members
* Support wider finance leadership objectives
Requirements
* Understanding of SRA regulations and regulatory environment (preferred)
* Hold a relevant financial qualification (or be qualified by depth of experience)
* Ability to plan and prioritise, produce high quality work while handling multiple projects
* High levels of accuracy and attention to detail
* Experience working within a billing and credit control environment
* Resilience and ability to challenge appropriately
* Strong finance reconciliation skills
* Good working knowledge of Microsoft packages, with strong Excel skills
* Ability to work under own initiative
* Ability to multi‑task and meet deadlines
* Continuous improvement mindset
Company Core Values
* Aspirations: To be the best that you can, motivated to do things better, works smarter not harder, embraces changes, learns from mistakes, takes an interest in the vision of the business
* Integrity: Open and honest, shows respect, admits mistakes, looks at ways to improve and share ideas
* Innovation: Creative and Dynamic, Adaptable to change, seeks ways of doing things better, get involved with work that makes a difference, continuously learns new things for personal development
* Commitment: Relationships for the long‑term
Equality and Diversity
This organisation strives to operate a policy of equal opportunity and to not discriminate against any person because of sex, race, colour or national origin.
The information you provide will only be used for monitoring purposes. The information will be treated in the strictest of confidence and in no way forms any part of the selection process.
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