Finance SAR Compliance Officer

Tlt Llp, Bristol

Finance SAR Compliance Officer

Salary Not Specified

Tlt Llp, Bristol

  • Full time
  • Permanent
  • Onsite working

Posted today, 10 Jan | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 2febf3680c6a405c9f2e92a0944266b2

Full Job Description

We are recruiting for a Finance SAR Compliance officer to join our busy Finance team in Bristol. You will report directly to the Accounts Manager working alongside our credit control, billing, operational finance and risk departments. It would be ideally suited to someone with previous legal finance knowledge, and extensive SRA Accounts rules knowledge., As a Finance SAR Compliance officer your day to day remit includes:

  • Assist with the firms yearly SRA audit for the LLP & NI branches
  • Act as a SRAAR knowledge expert within the team
  • Active matter management throughout the business
  • Up date and review the firm's breaches register and report to the firms COLP / COFA / Financial controller and Head of Operational Finance on a monthly basis
  • Proactively review and clear the firm's residual balances
  • Review residuals less than £500, ensure the firms residual balances checklist is complete and correct and make payments to charities where appropriate
  • Apply to the SRA for authority to release for any residual funds over £500
  • Assist with preparing details for the firm's fee earners financial balanced score cards
  • Work with the financial and legal teams to ensure financial policies and procedures are implemented and appropriate financial controls are in place and adhered to
  • Establishing an agile customer first culture of continuous improvement
  • Review processes for efficiency, recommend and execute improvements
  • Develop and maintain tracking and reporting systems to report on residual balances
  • Ad hoc projects as required

    Have previous experience of working within a busy finance department
  • A strong understanding of the SRA Accounts rules
  • Stakeholder Management experience to senior managers / partners
  • Be able to demonstrate continuous process improvement
  • Be competent in all Microsoft office applications, particularly excel
  • Have strong communication skills
  • Be able to think laterally to solve problems within a growing firm
  • Previous experience of working with Solicitors Own Software (SOS) advantageous

    Fast paced, fast growing and forward thinking, TLT is the law firm that helps clients stay one step ahead, and we do the same for our people.
  • We work with high profile clients in innovative sectors. With local, national and international reach, we have over 1,800 people in offices across the UK and a network of partner firms across Europe, India and the US. TLT was named Law Firm of the Year at the Legal Business Awards 2023. This marks the third year in a row the firm has taken away this accolade in industry awards - having previously been named Law Firm of the Year at The Lawyer Awards in 2021 and the British Legal Awards in 2022. Our purpose is to protect, prepare and progress our clients for what comes next and it's essential that we do the same for our people, our planet and our communities too. In our open and collaborative culture, we encourage everyone to be their whole self, to have a voice and to contribute.

    We value our employees highly and we want you to feel valued. You'll receive a competitive salary with an annual pay review. You will also have access to an extensive range of benefits via our flexible benefits scheme including 25 days holiday (which will increase to 30 days based upon length of service) and private medical insurance. At TLT we have a progressive fully flexible working approach. We empower our people to work in a place and at a time that meets their needs, those of their clients and of the wider team and firm. Part of this agile approach is a focus on hybrid working and supporting the work/life balance of our people. We're happy to talk about how flexible working can work for you and this role.