Job Description
Our client is looking for a Private Client Paralegal
Client Details
A law firm
Description
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Drafting and preparing wills, powers of attorney, and guardianship applications.
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Assisting with the administration of estates, including applying for Confirmation, liaising with executors and beneficiaries, and collecting/distributing assets.
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Supporting the team in managing trusts and related documentation.
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Conducting legal research, preparing client correspondence, and maintaining accurate case files.
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Communicating with clients, beneficiaries, financial institutions, HMRC, and the Office of the Public Guardian (Scotland).
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Assisting solicitors in more complex matters and providing general case management support.
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Ensuring compliance with all relevant legal, regulatory, and professional standards (including Law Society of Scotland rules).
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Maintaining confidentiality and handling sensitive information with professionalism and discretion
Profile
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Strong knowledge of Scottish private client law and practice (wills, executries, powers of attorney, etc.).
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Excellent communication and interpersonal skills, with a client-focused approach.
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Proficient in using case management systems and Microsoft Office.
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Strong organisational skills and attention to detail.
Desirable:
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Paralegal qualification accredited by the Law Society of Scotland.
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Experience working in a busy legal team handling high volumes of private client work.
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Familiarity with Inheritance Tax forms and estate accounting procedures.
Job Offer
A competitive salary, hybrid working and great working environment
