Private Client Paralegal (Inverness)

Our client is looking for a Private Client Paralegal

Client Details

A law firm

Description

• Drafting and preparing wills, powers of attorney, and guardianship applications.

• Assisting with the administration of estates, including applying for Confirmation, liaising with executors and beneficiaries, and collecting/distributing assets.

• Supporting the team in managing trusts and related documentation.

• Conducting legal research, preparing client correspondence, and maintaining accurate case files.

• Communicating with clients, beneficiaries, financial institutions, HMRC, and the Office of the Public Guardian (Scotland).

• Assisting solicitors in more complex matters and providing general case management support.

• Ensuring compliance with all relevant legal, regulatory, and professional standards (including Law Society of Scotland rules).

• Maintaining confidentiality and handling sensitive information with professionalism and discretion

Profile

• Strong knowledge of Scottish private client law and practice (wills, executries, powers of attorney, etc.).

• Excellent communication and interpersonal skills, with a client-focused approach.

• Proficient in using case management systems and Microsoft Office.

• Strong organisational skills and attention to detail.

• Paralegal qualification accredited by the Law Society of Scotland.

• Experience working in a busy legal team handling high volumes of private client work.

• Familiarity with Inheritance Tax forms and estate accounting procedures.

Job Offer

A competitive salary, hybrid working and great working environment