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