Accounts Assessor

Role: Accounts Assessor – Interventions
Salary: Dependant on experience
Office base: Wigan, WN3 5BA
35 hours per week

• 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!

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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.

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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.

To find our more about the Interventions Team, please click here

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About You

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

Qualifications

Essential:-

• Relevant work experience in legal accounts or solicitors firm

Desirable:-

• Experience as a Legal Cashier

Experience

Essential:-

• Experience of dealing with customers/clients
• Experience of working with financial accounts
• Experience of dealing with high volumes of enquiries

Desirable:-

• Experience of using various case management systems/accounts software

Knowledge & Skills

Essential:-

• 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

Desirable:-

• Knowledge and understanding of interventions
• Solicitors Accounts Rules

We also look for individuals who embody our brand values: approachable, flexible, inclusive, resilient, and supportive.

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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.

Why not click here to see why you should come and work for us and here’s a brief insight from our Managing Partner, Sean Joyce, into what we’re all about at Stephensons.

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What Can We Offer?

Click here to view further details of our benefits package

• Generous annual leave package (increases with service)
• Salary sacrifice pension scheme
• Early monthly pay scheme
• Life Assurance
• Holiday sale & purchase scheme*
• Well-being package (financial, physical & mental health support)
• Free parking
• Enhanced maternity & paternity pay*
• Will writing service*
• Season ticket & travel support
• Payroll giving scheme
• Social events & clubs
• Reward & recognition schemes
• Internal referral scheme
• Retail vouchers/cashback schemes
• Free eye tests
• Cycle to work scheme
  *Service length conditions apply