Legal Cashier

Job Description

The Role

Forbes Solicitors LLP are seeking a Legal Cashier to join our Finance (Accounts) team at our Walton Summit Office. This role is full time role, working 36.25 hours per week, Monday to Friday, with the possibility of hybrid working from home one day per week.

This is a fantastic opportunity for an experienced legal cashier to bring their skills and knowledge and become part of a collaborative and professional team. While the role demands the fast pace, customer focus, and high standards of a law firm, it also ensures a sustainable work-life balance, reflecting the regional area it serves.

As a key member of our team, you will be responsible for achieving successful outcomes such as:

• Managing daily banking activities including transfers, reconciliations, and client-to-office transactions.
• Preparation of online electronic bank transfers, CHAPS, BACS and Faster.
• Completion of timely and accurate reconciliations of both client and business bank accounts.
• Reconciling client ledgers to ensure all transactions are correct and compliant.
• Managing, recording and balancing petty cash in line with financial procedures.
• Raising and processing accurate client invoices, ensuring timely sales ledger management as part of the sales ledger.
• Posting and processing all client and office transactions efficiently and accurately and carrying out authorised client to office transfers in accordance with SRA regulations.
• Allocation of incoming payments, maintain accurate financial records, and resolve discrepancies.
• Responding to client and stakeholder finance queries promptly and professionally.
• Completion of month-end and year-end processes through reconciliations, reporting, and documentation.
• Exercising integrity and confidentiality in financial reporting and comply with financial standards, policies and client requirements.
• Maintaining detailed and accurate records, updating all relevant systems and records as required to ensure all financial processes and transactions comply with SRA Accounts Rules.
  
  

The Person

We will be progressing applicants to the next stage based on their demonstrated knowledge, experience, and skills in:

Essential

• Previous experience in a financial role with knowledge of accounting processes
• Excellent numeracy skills;
• Attention to detail and be able to work effectively, prioritising tasks by importance of completion in order to meet deadlines;
• aligns with the Firms values;
• have excellent attention to detail and organisational skills;
• have the ability to work as part of a team;
• have strong commercial awareness;
• have proven competence in their IT skills (Outlook, Word, and other systems experience);
• have good communication skills, both written and verbal;
• have an interest in long term development/progression in the department;
  
  

Desirable

• Previous experience as a Legal Cashier with knowledge of the Solicitors Accounts Rules;
• Previous experience of a case management system, preferably Partner for Windows;
• Experience of identifying areas for improvement and implementing change.
  
  

If you are interested in this role or in joining Forbes Solicitors, please visit our website to learn more about us.

The Firm

At Forbes Solicitors, we believe in creating a supportive and collaborative environment where our team members can thrive and develop themselves and others. We offer a comprehensive range of legal services and have offices across the North, with deep roots in Lancashire. Our team are known for its genuine, practical advice and passion for achieving the best results. We are real people who listen to each other and work together to deliver exceptional service.

We are proud to have been awarded UK Employer of the Year: Silver (250 ) at the Investors in People Awards 2024 and the Firm is ranked as a Legal 500 Top Tier Firm and a Chambers and Partners Leading Firm.

We are a values led Firm and are looking for people who embody our values: authenticity, striving for exceptional results, and unity in teamwork to join our award-winning Firm.

The Benefits

We are dedicated to supporting our people and offer a range of benefits, including:

• 33 days annual leave, including bank holidays
• Annual leave purchase scheme (Subject to T&Cs)
• Celebration leave
• Ongoing professional development
• Progression opportunities
• Company pension
• Profit share scheme
• Long service awards
• Subsidised tuck shops
• Health care benefits (Health Cash Back Plan and Mental Health Counselling Services)
• BUPA (Solicitor positions only, for self, not dependents)
• Retailer and gym membership discounts
• Recruitment and legal department referrals (Subject to T&Cs)
• Annual Events
  
  

Forbes is an equal opportunities and disability-confident employer, accredited by Investors in People and ISO 9001 quality management systems. We are committed to equal opportunities in employment, service provision, and supplier engagement, and strive to maintain a workforce that reflects the local community.

We kindly remind all recruitment agencies to respect our policy which prohibits the acceptance of speculative CVs, and not submit candidates for a role that we advertise, unless explicitly instructed to do so. Any candidates that are submitted on a speculative basis will not be considered an introduction. Our dedication to this process is part of our commitment to equal opportunities for all applicants.