Current vacancies

About Beale & Co

Beale & Co provides specialist legal advice to the construction and insurance sectors. With lawyers spread across offices in London, Bristol, Glasgow, Dublin, Dubai and Toronto, the Firm has a long track record in successfully acting for clients all over the world. Our teams handle complex international arbitration; professional indemnity disputes; coverage; claims handling; corporate and commercial and contracts and projects advisory matters, with an emphasis on finding the best possible legal and commercial solutions to meet our clients’ needs.

Key Requirements:

• Responsible for all aspects of banking including, allocating electronic payments received and cheques.
• Taking responsibility for ensuring that money transfers to and from the Firm’s bank accounts are properly authorised and processed, including liaising with the bank when required.
• Drawing all cheques and processing electronic payments from the Firms accounts, ensuring that the proper process of approval and verification are completed.
• Posting all financial transactions onto the system.
• Assisting with general accounts’ queries from staff.
• Responsible for immediately reporting any breach of the SAR’s to the Accounts Supervisor / Accounts Manager.
• Provide billed/unbilled figures as required.
• Deal with expert fees and counsel fees.
• Deal with day-to-day requests for client account figures.
• Ensuring Purchase Ledger invoices are paid in accordance with supplier terms and conditions.
• Dealing with all expense claims, ensuring VAT is claimed where possible.
• Dealing with the firm’s credit cards, ensuring all receipts are attached before posting onto ledgers.
• Processing and reporting on the firm’s time recording as necessary.
• Checking and processing new matters through the CMI process.
• Provide cover in other roles within the department in the event of absence.

Experience:

Our Legal Cashier will demonstrate the below key skills and experience:

• Previous demonstrable and relevant experience in a Legal Cashier role.

Skills:

• Excellent numerical accuracy skills.
• Excellent attention to detail skills.
• Excellent organisational skills with the ability to manage own workload.
• Excellent interpersonal skills with the ability to communicate confidently at all levels.
• Professional, persuasive and influential with a can-do attitude.
• Well organised with the ability to prioritise effectively.
• Ability to challenge.
• Collaborative and is a team player.

Ability to relate impact of own role to wider firm plans.

Beale & Co provides specialist legal advice to the construction and insurance sectors. With lawyers spread across offices in London, Bristol, Glasgow, Dublin, Dubai and Toronto, the Firm has a long track record in successfully acting for clients all over the world. Our teams handle complex international arbitration; professional indemnity disputes; coverage; claims handling; corporate and commercial and contracts and projects advisory matters, with an emphasis on finding the best possible legal and commercial solutions to meet our clients’ needs.

Key Requirements:

The role is split between, E-Billing, Credit Control and Billing:

E-Billing

• Submission of e-bills through client specified vendors.
• Liaising with Partners and Fee Earners with appeals for submission on e-billing packages.
• Ensuring an accurate record of progress of E-bills.
• Ensuring deadlines are met in relation to appeals.

Credit Control

• Assisting with credit control functions as required.
• Communicating with clients to chase outstanding debts over 30 days old for the firm’s four offices.
• Keeping up to date information regarding outstanding debts stored on the firm’s accounting system.
• Helping to reduce the firms lock up and ultimately bring the debtor days down to an acceptable level.
• When possible, to assist with other duties within the Accounts Department as assigned by the Accounts Manager.

Billing

Assisting with raising bills, write-off time and disbursements and to close files and ensure instructions are carried out.

• Using the firms accounting package to make general matter, invoice or credit note inquiries.
• Allocating VAT as applicable.
• Raising bills, draft bills and finalising bills on the firms accounting package.

Experience:

Our Revenue Assistant will demonstrate the below key skills and experience:

• Previous demonstrable and relevant experience in E-Billing, Credit Control and Billing.

Skills:

• Excellent numerical accuracy skills.
• Excellent attention to detail skills.
• Excellent organisational skills with the ability to manage own workload.
• Excellent interpersonal skills with the ability to communicate confidently at all levels.
• Professional, persuasive and influential with a can-do attitude.
• Well organised with the ability to prioritise effectively.
• Ability to challenge.
• Collaborative and is a team player.
• Ability to relate impact of own role to wider firm plans.

Key Requirements of the role:

Management Accounts: Assist with the production of the quarterly management accounts including accruals, prepayments, review of nominal ledger transactions, fixed asset register and depreciation, intercompany balances reconciliation, balance sheet reconciliations and any other tasks as required.

Statutory Accounts: Assist in the preparation of the statutory accounts in compliance with relevant accounting standards. Support the preparation of schedules for the statutory audit, ensuring all information is complete and accurate and submitted on time.

Monthly reporting: Assist in the preparation of monthly reports analysing KPI’s against budgets and targets, including cashflow reporting. Assist in the preparation of monthly client MI.

Budgeting and Forecasting: Assist with the production of the firm-wide budget and on-going forecasting requirements.

Regulatory filings: Assist with the timely submission of VAT returns, EC sales list, PSA submissions, tax returns and other regulatory filings, all in adherence to local regulatory requirements.

Data integrity: Ensure financial reporting data held on the PMS is both accurate and complete. Responsibilities will cover calculating fee earner targets and matter set up integrity.

Other: Support the team with increasing number of ad-hoc information requests from all areas of the business.

Person Specification:

Qualifications:

AAT part qualified is essential.

AAT fully qualified is desirable.

Experience:

Financial reporting assistant experience in a professional services environment is preferred but is not essential.

Skills:

Strong Excel skills required, including pivot tables.

Exposure to Power BI is desirable but not essential.

Excellent attention to detail

Analytical and problem-solving abilities

Ability to prioritise work to deadlines

This is a fantastic opportunity for someone who can not only manage the day-to-day running of the systems but who can also embed and drive a CRM culture into our growing firm. You will play a key role in supporting how we capture and manage data, supporting relationship and revenue growth.

Your focus will be on ensuring the firm is getting the most out of the CRM platform, continuously improving processes and supporting the wider team in delivering data-driven marketing and business development activity.

About Beale & Co

Beale & Co provides specialist legal advice to the construction and insurance sectors. With lawyers spread across offices in London, Bristol, Glasgow, Dublin, Dubai and Toronto, the Firm has a long track record in successfully acting for clients all over the world. Our teams handle complex international arbitration; professional indemnity disputes; coverage; claims handling; corporate and commercial and contracts and projects advisory matters, with an emphasis on finding the best possible legal and commercial solutions to meet our clients’ needs.

Beale & Co’s business development team includes the Head of Business Development, two Senior Business Development Executives, a BD Executive, Events Executive and a Business Development Administrator.

Nexl

In 2023 we launched Nexl, an all-in-one collaboration platform, combining CRM, Relationship Intelligence and Project Management to help law firms deliver a better, more aligned client experience. Nexl automates relationship management, reducing data entry and simplifying how Firms view firm connections and manage pipelines.

Key Responsibilities

Data Management

• Embed the CRM system Nexl into the daily activities of the Business Development team, sector groups, office teams and leadership
• Act as the ‘guardian’ of the CRM, managing data change requests and ensuring data accuracy and integrity at all times
• Conduct data-cleansing initiatives to identify inconsistencies, duplicates and other data quality issues
• Manipulate data in spreadsheets and the CRM system
• Manage the Firm’s email marketing system, ensuring the quality and organisation of the data within it as well as providing support to the BD team in their usage of it
• Manage the new lateral hire and team onboarding processes, including data cleansing, migrations and CRM / Outlook synchronisation
• Spot potential data threats and ensure confidentiality and adherence to GDPR guidelines
• Act as the main point of contact for our CRM supplier – handling technical, improvements and system maintenance.

Training

• Be a Nexl champion, training members of the Firm to use it effectively and strategically
• Plan and deliver Nexl training sessions, presentations and workshops
• Develop the CRM skills and knowledge of the business development team and PAs
• Provide on-call technical support for all users
• Create and maintain training materials, guides and process documents to support best practice

Reporting and project support

• Develop and deliver effective and useful reports to support business needs
• Provide CRM support for key BD projects, including major events and campaigns
• Track and analyse client engagement and campaign performance, offering useful insights to guide decisions
• Use CRM data and reports to demonstrate ROI of business development activity

Key Requirements

• Previous experience of using a CRM system is essential
• Experience working in a professional services environment (law firm experience ideally) is preferred
• High attention to detail and positive attitude towards data integrity
• Excellent experience in using MS Excel
• Excellent communication skills – both written and oral – with the ability to build a rapport with partners, fee earners and business support teams
• Knowledge of Data Protection regulations
• A methodical and logical approach
• Understanding of Business Development and Marketing and technical marketing systems knowledge.
• A proactive approach, able to take the initiative, drive process and make things happen
• Ability to work to deadlines, juggle multiple projects, prioritise and deliver under pressure

You will be responsible for:

• Advising professional clients and their insurers on case strategy and claim and cost reserves.
• Handling high value and complex claims from policy response to conclusion.
• Preparing reports for Insurers with the ability to explain and advise succinctly on difficult and complex areas.
• Managing the Insurer/Insured relationship, being aware of potential conflicts.
• Monitoring critical dates and ensuring compliance with Insurer service level agreements.
• Preparing for Court cases at all levels.
• ADR, including negotiation and mediation.
• Adjudication.
• Identifying and advancing business development opportunities.
• The supervision of less experienced members of the team.

You will be responsible for acting and advising in respect of construction disputes, including handling adjudications, arbitrations, and litigation.

This role will offer significant client contact and responsibility, allowing you to work on high-value and complex matters while developing your career within a supportive and collaborative team.

• Senior Associates will be responsible for the supervision of less experienced members of the team.

Our market leading team has an extensive portfolio of work and has advised on some of the biggest and most challenging and innovative projects across the globe. If you have experience of advising on procurement routes, engineering and construction documentation, joint venture agreements, PFI and PPP documentation and alliance agreements, please get in touch.

The team are proud to act for some of the foremost companies in this sector. We advise construction professionals, contractors, employers, operators, investors and their insurers, across a wide range of industry sectors, providing all aspects of project advice.

We’re looking for experience of advising on procurement routes, engineering and construction documentation (including consultants’ appointments, building contracts, collateral warranties, third party rights and security documentation), joint venture agreements, PFI and PPP documentation, alliance agreements etc. The role would suite those with private practice and/or in house experience.

We have an extensive portfolio of international work. Experience of advising on projects internationally, is preferred but is not essential. Ideally the candidates will have contacts within the construction industry to develop into clients.

This role will involve working with internal stakeholders to consider emerging ESG trends and also, our response to regulatory requirements in these areas. Integral to this is our response to emerging EDI trends. The post holder will also liaise with the firm’s sustainability consultants, charity partners, suppliers and other external stakeholders to ensure all required reporting obligations are adhered to but also, to advance and implement the firm’s agreed ESG initiatives.

The ESG Analyst will report to the Responsible Business Partner but will work closely with others, including the Head of Risk and Compliance, the Head of Business Development the Equality Diversity and Inclusion (EDI) Partner and the Head of HR.

Responsibilities:

Data & Reporting

• Manage the preparation of timely environmental reporting from firm offices for various external disclosures.
• Point of contact for external consultants regarding production of environmental data.
• Manage any relevant data gathering required (e.g., employee commute survey) to support onward decision making.
• Conduct gap analysis on reporting processes and work with ESG team to identify solutions across regions.
• Deliver analysis of interrogation of quantitative data (excel) for both overarching sustainability and supporting other workstreams under this banner (sustainable procurement, business travel etc).
• Provide key delivery partners (travel team, procurement) with data support when required.
• Support completion of client requests, internal and external reporting.
• Lead and conduct regular diversity and inclusion surveys across the firm.

Engagement

• Work with the Head of Offices and the firm’s ESG Committee, on the firm’s delivery of ESG strategies & goals. Scope/organise/run events and initiatives.
• Support the development of environment communications.
• Liaise with internal stakeholders to create engaging storytelling for internal and external publications
• Support the embedding and uptake of initiatives across jurisdictions and the balancing of differing regulations.
• Support our supplier engagement process including developing an engagement approach for in depth supplier interaction

Strategy

• Provide research to support strategy development and decision making.
• Annual assessment of ESG strategies & goals in context of wider corporate ESG landscape, making proposals for new strategies & goals for consideration by ESG Committee.
• Work under the direction of the ESG partners to help draft and update our ESG policies and procedures.

Person Specification:

Qualifications:

• Education to degree level (relevant sustainability degree desirable but not essential) or relevant demonstrable work experience
• Sustainability qualification (desirable but not essential)

Experience:

• Relevant demonstrable work experience in a comparable ESG/sustainability role. A genuine and demonstrable interest in ESG.
• Commercially aware – demonstrable experience of providing pragmatic, sensible solutions in a timely manner.
• Involvement in decision making, providing clear, balanced support, advice and guidance on a range of ESG matters.
• Experience in developing effective working relationships with a wide range of stakeholders, both internally and externally.

Skills:

• Professional, persuasive and influential with a can-do attitude. Well organised with the ability to prioritise effectively.
• Ability to gain the confidence of stakeholders. Strong interpersonal skills. Collaborative but can lead by example and is a team player.
• Ability to relate impact of own role to wider firm plans.