Private Client Paralegal

Our client is looking for a Private Client Paralegal in Inverness

Client Details

A leading law firm

Description

• Drafting wills, powers of attorney, and basic trust documentation

• Assisting in the administration of estates, including preparing inventory, confirmation (Scottish probate), and inheritance tax forms

• Liaising with clients, beneficiaries, executors, and other professionals

• Preparing and submitting applications for guardianship and intervention orders

• Conducting legal research and staying up to date with relevant Scottish legislation and case law

• Assisting with inheritance tax planning and asset protection strategies

• Maintaining accurate case files and ensuring compliance with Law Society of Scotland and internal protocols

• Supporting solicitors in client meetings and taking notes as required

• Handling client communications in a professional, empathetic, and timely manner

• Ensuring confidentiality and data protection compliance at all times

Profile

• Minimum 1-2 years of experience in a private client role within a Scottish legal setting

• Sound understanding of Scottish succession law and executry procedures

• Excellent written and verbal communication skills

• Strong attention to detail and ability to manage multiple files efficiently

• High level of discretion and empathy when dealing with clients in sensitive situations

• Proficient in case management systems and Microsoft Office

Job Offer

A competitive salary and great benefits!