Purchase Ledger Clerk / Assistant

UK Employer of the Year 2024: Silver (250+) - Investors in People Awards

The Role

Forbes Solicitors LLP are seeking a Purchase Ledger Clerk / Assistant to join our Accounts team at our Walton Summit Office. This role is full time, working 36.25 hours per week, Monday to Friday.

As a member of our Accounts team you will ensure the accurate and timely processing of supplier invoices and payments whilst maintaining the integrity of the purchase ledger and supporting the finance team in achieving overall financial objectives.

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

• Successfully and accurately complete financial processes, transactions, and activities, that deliver the required accounts payable function for the Firm.
• Complete the day-to-day purchase ledger activities including monitoring the centralised inbox, matching, coding, posting purchase invoices, credit notes, credit card and expenses in a timely manner, whilst meeting compliance and regulatory standards.
• Strengthen and develop successful relationships with suppliers and internal clients by regular communication regarding expenses, invoices and reconciliation of financial statements; ensuring any queries are resolved.
• Assist with cashflow management by plotting supplier payment run values.
• Preparing and processing payment runs.
• Assist with the month end routines.
• Continually review and make suggestions for efficiencies to be implemented and new practices to be initiated within the department.
• Exercise integrity and confidentiality in financial reporting and comply with financial standards, policies and client requirements.
• Maintain detailed and accurate records, updating all relevant systems and records as required.
• Support other accounting and finance tasks where required.

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 purchase ledger or accounts payable role;
• Proficiency in accounting software, such as Sage or PFW, and Microsoft Office, particularly Excel;
• Demonstrate a good understanding of basic accounting principles and practices;
• Demonstrate knowledge of VAT and other relevant regulations;
• Demonstrates excellent Attention to detail with the ability identifying and resolving invoice discrepancies and payment issues;
• Demonstrates excellent organisational skills with the ability to manage multiple priorities and deadlines;
• Demonstrates good communication skills, both written and verbal;
• Demonstrates the ability to work within a team;
• Aligns with the Firms values;

Desirable:

• Have an awareness of financial regulations and standards relevant to the Legal Industry;
• Hold an AAT qualification or any other accounting qualification.

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 value 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, increasing with length of service;
• Annual leave purchase scheme (Subject to T&Cs)
• Enhanced family friendly policies and pay for Maternity, Paternity and Adoption;
• Enhanced sick pay;
• Celebration and Volunteer leave;
• Ongoing professional development and progression opportunities;
• Profit share scheme;
• Additional long service awards;
• Subsidised tuck shops;
• Staff discount on Firm services;
• Health care benefits (Health Cash Back Plan and Mental Health Counselling Services);
• BUPA (Solicitor positions only, for self, not dependents);
• Retail 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.