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