Private Client Paralegal

Our client is looking for a Private Client Paralegal

Client Details

A leading firm

Description

• Drafting and preparing wills, powers of attorney, and related legal documents

• Assisting in the administration of executries (Scottish probate), including preparing inventories, inheritance tax forms, and court documentation

• Liaising with clients, beneficiaries, HMRC, banks, and other third parties

• Supporting with the management and administration of trusts

• Conducting legal research and keeping abreast of changes in private client law and tax regulations

• Maintaining accurate and up-to-date client files and records

• Ensuring compliance with Law Society of Scotland regulations and internal risk procedures

• Providing general administrative support to fee earners within the Private Client department

Profile

• Familiarity with Scottish wills, executries, and succession law

• Strong understanding of inheritance tax and estate administration processes

• Excellent communication and interpersonal skills

• High level of discretion, integrity, and empathy

• Ability to manage multiple matters efficiently and meet deadlines

• Proficiency in case management systems and Microsoft Office

• A paralegal qualification or relevant legal degree is advantageous

Job Offer

A competitive salary and great working environment